A CRM system (customer relationship management) is a core business application that helps to build and maintain customer relationships through retention and acquisition.
CRM systems allow you to effectively manage and monitor customer engagement and relations, as well as helping you to achieve business goals such as sales, customer service, and marketing.
Whilst CRM applications are beneficial to a business, there are ways to improve these systems further.
Here are 5 ways to improve your CRM system.
1. Integration
If you use multiple silos business systems, such as an accounting system or a marketing automation system, you could be creating more work for your team and waste unnecessary time that could be used on more important aspects of your business. By integrating your systems into an overall CRM system, you can create a more seamless workflow.
A CRM system is not just for sales and marketing. It can be used by all departments in your business, including customer service, accounting, and even human resources. By integrating and using your CRM system across all departments, you can create a more unified view of your customers and improve communication between departments, saving you time and improving efficiency.
2. Be Up to Date
Be proactive when it comes to keeping data up to date. CRM systems are constantly being updated with new features and functionality, as well as continuous security updates that you cannot afford to dismiss. Keep your CRM software up to date so that you can take advantage of the latest features and improvements to benefit your team and your customers.
3. Employee Input & Training
Make sure your CRM system is easy to use. The last thing you want is for your employees to be frustrated with your CRM system. Ask for your employee’s input and make sure your system is easy to navigate and that the features are intuitive.
Train your employees on how to use your CRM system. Even if your CRM system is easy to use, it’s still important to train your employees on how to use it effectively. This will help them get the most out of the system, improve their customer service, and benefit your business overall.
4. Enable Mobility
With a number of businesses allowing employees to work-from-home or work on a hybrid basis, it’s important to enable mobility working. The best solution for this is a cloud-based system.
Cloud-based CRM systems allow users to work from different devices, wherever they may be working from, enabling them to keep up to date with workflows and stay connected to other team members.
If your CRM doesn’t enable mobility, then it’s time for an upgrade.
5. Analyse Data
What do you want to achieve with your CRM system? Do you want to increase sales, improve customer service, or generate more leads? Once you know what you want to achieve, you can start to analyse your data and see if there are other ways you can improve your system.
You can use your CRM system to track sales, customer satisfaction, and other important metrics to help you improve your results.
Strengthen Your Customer Relations with Dynamics 365
Microsoft Dynamics CRM enables you to manage, maintain and enhance your customer relationships with ease thanks to its central point for all client information. This leading CRM solution helps to streamline admin tasks and simplify engagements so you can focus on building lasting customer relationships.
Why choose Microsoft Dynamics?
Microsoft Dynamics offers support for different types of deployment and applications, whether they are on premise or cloud-based, and can evolve with your business as it grows and requires change.
Dynamics also provides the ability to customise security levels for different users with easy-to-manage protection for all your data.
As a Microsoft Solutions Partner, 848 has a team of Microsoft Certified experts that specialise in Dynamics 365 and CRM solutions.
We can help you to plan, build, and run your Dynamics platform, making sure you get maximum value out of your CRM solution.
Book a CRM Review with 848
Do you feel as though your CRM isn’t quite delivering the value you’d expect? A CRM review is a great activity to help you understand why. The 848 Group has a dedicated business applications practice, with a team of experts specialising in the design, delivery, and optimisation of CRM and ERP systems.
We can help you to identify the root cause of your issues, and offer clear recommendations to improve your CRM implementation, processes, and strategy. With proven experience in helping clients get more value from their CRM systems, our team can help to enable automated processes, integrate with other applications, save money and more.
To learn more about the value of a CRM audit, contact one of our experts today. You can set up a no obligation consultation with an experienced CRM specialist to see if you are the right fit for a CRM review with 848 by contacting us on [email protected]. In the meantime, you can learn more about the benefits of a CRM review here.