If you are running a CRM system in your business then here are some CRM database tricks that you should be implementing straight away. Remember, just because you have a CRM system in place, does not mean that you can stop there. Take a look at these different CRM tricks that can streamline your business and make your lead acquisition more efficient:
1. Don’t Rely Solely On Your CRM Data
Your CRM data that you have on your leads will only be a partial view of what they are about. Basically, what you will have is basic information about them such as; their name, location, email, business type, gender and how they ended up in your CRM. But there is more to understanding your leads before you can convert them that you should be aware of.
Use Social Media and other data sources to paint a much clearer picture of your leads and gain a deeper insight into what they are looking for.
With this valuable information, you will be able to be much more targeted in your approach when trying to convert your leads into potentials.
2. Don’t Be Shy To Integrate Your CRM With 3rd Party Apps
When you sign up to use a CRM system, it is often a standalone product, however many of them now offer third part app integration. While a CRM system might be robust in its ability to automate your business processes, there are still things that it does not cover.
This is where the utilizing of different analysis, management, data collecting and reporting systems become powerful. When you incorporate a fully functional and customized CRM system with robust third part applications and tools, you open up a host of different opportunities for your organization.
The more ERP software’s, marketing automation tools and ecommerce platforms you can incorporate into your CRM the better your business will become.
3. Encourage Your Team To Be More Consistent
For any CRM system to become and remain effective and efficient, it needs to have data. Data that is constantly being updated and refined. Hold regular meetings with your team leaders and encourage new data to be inputted into the CRM system.
Show your staff how to effectively utilize the data input functions of the CRM systems and encourage them to ask questions about how it works. Explain to them how the system functions and what it is designed to do.
Believe it or not, there are members of staff within organizations, that still feel they are able to do it alone and step away from the CRM system and develop their own customer database by themselves.
This is usually in the form of a poorly configured MS Excel spreadsheet, with no real accurate data management in place.
Do not let this happen in your organization, as this poor approach to customer information maintenance can be very costly. Show these members of staff the benefits and efficiency of the CRM system and encourage them to become more proactive with it.
4. Continual Employee Training System
One thing that we often find when analysing operations and maintenance of various organizations, is the lack of continuous employee training. When a CRM system is first implemented into the business there is a surge of enthusiasm and management devote all their attention to the training of employees straight away.
This is a good idea, however when this enthusiasm does down or “momentum” is lost, things start to fall apart. An effective CRM system allows for the hiring of skilled and experienced workers or even the promotion of existing staff to more desired positions.
But what happens when new employees start with the company? Where is the same enthusiasm and drive to train them up to use the CRM system to its full potential, as there was when it was first implemented?
Run periodic training systems for both existing and new employees. Keep the experienced ones refreshed and the new ones keen and knowledgeable.
5. Don’t be Shy With The Data
The idea behind a CRM system is the acquisition, nurturing, converting and closing of leads. This is the first step in the business cycle. It also has the most fundamental information regarding leads out of the whole system.
This data is not only pertinent to the sales team. Everyone in the organization can learn from this data. What about the marketing department? Surely then want to know how the last campaign went and whether or not it was effective.
The finance department could certainly want to know why the figures for the last quarter are the way they are. What about the R&D (Research & Development) department. Surely they might want to know how well the latest product went with the customers.
On a side note, if you are finding that you just can’t configure your CRM the way you want it to, then why not ask for our help. We have years of CRM experience and love all aspects of how they are designed. Not just because they so absolutely awesome, but because they really do provide a powerful platform on which to take your business or organization to the next level.
Why not get in touch with us today and let us see how we can help you turn your business into a streamlined and automated beast.