9-ways

9 Ways to Improve Your Company’s CRM System


Aug 2014 – Organizations spend thousands of dollars on customer relationship management (CRM) software. Yet getting a positive return on that investment can take time, especially if your employees are loath to use the system — or are not updating customer-related data regularly.

So what can companies do to get the most out of their CRM system? Nine tips for how to improve CRM:

  1. Make the CRM software easy to use for your internal customers, your employees.

  2. Provide CRM training to all employees.

  3. Track customer behavior throughout the sales cycle.

  4. Don’t think of — or use — CRM as a standalone sales automation system.

  5. Get in sync.

  6. Keep data up to date.

  7. Integrate your CRM with social media

  8. Mobilize to keep track of customer interactions and manage leads, proposals, opportunities, projects and files from any device, at any time.

  9. Remember, there is always room for improvement.

– Source: CIO.com, Jennifer Lonoff Schiff.


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