DEC 4 2017

Five Of The Best Tactics In Improving
Your CRM System

In everything that we do, most especially in terms of the way we communicate or connect with others, I can truly say that
it’s very far from what people used to have in the earlier times. We have gone too far from the basics and thanks to social
media, businesses are now finding more ways to keep their customers. Customer engagement which is a highly personal
and complex approach is now done instead of just merely presenting products to a large crowd. With this in mind, a
sound customer relationship management (CRM) system can help boost your business to reach the next level.

All types of customer engagement can be done in a CRM system - from learning about the interests of your target
customers up to establishing connections with a person. The most effective & reliable CRM systems give you insights into
customers, automate marketing as well as help you engage with customers at the right place & the right time to convert
leads into sales.

CRMs are the best way to organize & handle all your transactions within your company yet, many businesses don’t know
how to use their CRM to its maximum potential.

If you’re among those companies looking to improve your ROI, I suggest that you read further on these five strategies
that’ll help you improve your CRM system:

Apply and utilize your CRM across all your departments

The most effective CRM not only help sales or customer service with their jobs but can also be used by marketing in its
campaigns, social media to inform its posting habits and even your R&D department in determining the next product or
upgrade. Make your CRM software accessible for all departments, use the permissions feature to restrict tools if necessary
for each employee to still get the data they need for them to perform their job better.

Submit all your employees for training

In order for your people to use the CRM to the fullest, you must not rely on them figuring it out as they go. Most CRMs have
video or webinar training where you can have one representative for each department to learn the system and train
everyone else in that department. The more they learn about the tools to improve their performance, the better. Your
marketing department should know how to incorporate surveys and use the analysis features while customer support
personnel must know the best ways to place notes so that trends can be determined.

Integrate your CRM with other automation software & businesses

The best CRM systems integrate with your marketing, email and calendar programs. For instance, it should let you make an
appointment in Outlook or in your Google calendar; or even schedule an email to go out on a client's anniversary.

Make your CRM system social

Your social media channels must be well integrated with your CRM. More than half of all consumers state that social media
influences their online buying decisions and that the percentage is growing. Additionally, individuals turn to social media to
complain or praise products or services – both on your page and on their own. If your system is not plugged in, you’re missing
out on an ocean of valuable information and marketing opportunities.

Submit the data for analysis

Do more than just using the contact and feedback features of your CRM. Information analysis by your CRM software or
through an integrated system must be able to mine data for such as customer demographics, common complaints, special
requests, purchasing habits and more. This works on a large scale - helping marketing know which ads will most influence
consumers on Facebook. It also works on a micro level, like if you sell coffee, you may see how often a customer orders more
so send him/her a reminder email with a special offer on your newest brand.
Submit the data for analysis

CRMs are a big investment but when used effectively as part of an overall customer relationship system, it can bring in great
returns. Learn more about the best CRM system by checking out our site at Streamline.com or leaving your comments and/or
questions below.

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