How To Effectively Use A CRM


The success of a CRM system largely depends on its correct usage and deployment. More often than not, the novices subscribe to a CRM system, get it implemented in their organization but still remain clueless about how to draw benefit from it.

The first thing you need to invest in your CRM even before money is time and an urge to learn for you cannot reap real fruit until you don’t know the correct way of using technology. As a beginner you should divide your CRM strategy into three phases i.e. process streamlining, Salesforce automation and customer retention.

In the first stage the focus should be more on the data storage and processing. In any standard CRM system you get the module of contacts that allows you to store the information of your clients in a centralized repository. The other modules that should be emphasized on during this phase are Users, Roles and admins. Using these modules you can easily see a zoomed in picture of your business and fill up the room for improvement.

The second phase is Salesforce automation that requires a different set of tools which are generally present in a good CRM system. For Salesforce automation, the key is email that allows you to contact your leads and customers and effectively imparts your message to them. However the email communication must be kept personalized to make the customers feel a connection with your product or services. In the varied landscape of marketing, email may not suffice in some cases so a CRM also provides you the feature of telephony (often upon the client’s request) so you can connect with people and convey your message over phone.

The third phase of CRM strategy involves customer retention which is the trickiest one because today’s markets are majorly consumer-oriented and the empowered customers of today have a number of choices available in the market with the leverages of internet search and customers’ reviews. To keep them loyal to your company you need to build up a psychological connection with them and a CRM software allows you to hit the right chords in the process through automated communication and a robust business intelligence system.

Implementing a CRM software may not be the easiest task but following the right guidelines you can do it right and see wonders happen to your business with least manual effort.

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