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7 Tips To Maximize the Power of CRM - Carol Evenson - Blog

7 Tips To Maximize the Power of CRM

Managing interactions and relationships with potential and existing customers is critically important for a business. Most companies invest in Customer Relationship Management (CRM) software to help execute this process. Often the return on investment does not measure up to expectations. Sometimes it just takes recognizing best practices to maximize the power of your CRM system. Here are seven tips to help maximize your CRM benefits.


Protect CRM Data

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Adequately securing customer data is one of the first steps any company must take with regards to CRM. The massive amount of data stored within a CRM application makes it a likely security breach target. A hack of CRM can ruin customer trust and severely harm a company’s reputation. Ensure your IT network security has the latest firewall, antivirus and data loss prevention technologies to keep hackers from gaining access. Prevent personal information from ending up in the wrong hands with robust CRM user authentication. Monitor user activity and establish alerts for unauthorized access or security breaches. Keep CRM software updated with the most recent version to protect against newly identified security vulnerabilities.


Keep It Simple and Relevant

A simple and easy to use interface is right behind security in terms of importance in a CRM system. Ensure your CRM is serving the needs of all concerned employees and departments. Not every business is the same. Customize your system to fit user needs. Do not be lured to a CRM system featuring enticing excess features. The best system is going to be one that people use. Keep it simple. An overly complex CRM system will waste time and make your processes inefficient.


Support From Top Management

You must ensure everyone adopts and supports using the CRM system. It is especially important that senior management are actively committed to making CRM a part of the business process. Leadership inspires the organization’s culture and their opinion matters. Without cohesive agreement and vocal endorsement from management, the rest of the company will never give the CRM system the priority it requires.


Provide Training

It is essential to provide training, so employees know how to use the CRM system. Without proper training on its features, users in your company are unlikely to utilize the tool effectively. Provide periodic refresher sessions to familiarize employees with new features and other means of using the system. Training sessions also represent an excellent mechanism for workers to collaborate and share ideas about best practices.


Segment Customer Profiles

Use CRM to develop profiles of your customers featuring everything from their demographic information to what products or services they buy, where they purchase and how they prefer to be contacted. These and other data are useful for segmenting them into like groups or identifying your most loyal and profitable customers. Understanding customers will help determine where to market your business. Possessing customer profiles and data about your interactions with them can help you react to future needs and scenarios.


Maintain and Update

CRM is only useful if the system data is maintained and accurate. Data must be input in a timely manner, so that everyone is working with the most relevant information. Establish routine procedures to update, clean and review the data in your system. This will make your contacts with customers efficient and productive.


Integrate With Other Business Software

Do not consider CRM as independent from the rest of your operations. Linking CRM with other business systems within your organization makes it more effective. CRM data insights are helpful in creating a successful marketing strategy. Sales and customer support are among other tools that benefit from integration with CRM. Automatically sync CRM with your calendar for scheduling purposes. A link with accounting software combines customer and financial data. A connection between CRM and social media platforms is vital because it enables you to monitor customer posts, capture brand issues and better understand client perspectives.


There are many ways your business benefits from CRM. Adopting these seven practices will help maximize the potential of your CRM system and enhance the return on your investment.

Publish Date: April 15, 2021 8:49 PM

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