Seeing as the world is on lockdown and nobody’s heading outside at the moment, don’t you think it would be pretty great to use this time to step up your game in the arena of customer relationship management?


Implementing and utilizing the best CRM software is paramount for any business, since it can optimize any organization’s progress across multiple levels. Positive company-customer relations indicates a relevant edge over competitors throughout the market and entails an intensified internal processes within the organization. Moreover, even a simple CRM software for small business can drastically improve its decision-making.

Research from Forrester Consulting found that experience-driven businesses have higher brand awareness, increased employee satisfaction, above average order value, bigger chances of retaining customers as well as higher customer satisfaction rates.

When you’re equipped with a reliable sales software, your management teams and sales agents obtain full, intricate and centralized information regarding each customer, including particularly interesting data about them such as their preferences and needs. With this, you can also acknowledge the present and potential value of each client, which lets you develop individualized loyalty plans and assess each one’s profitability. This also allows you to increase conversions as well as your number of consumers.

Now if you’re looking for your own sales software solution, you can look through types of CRM software and compare CRM software analysis to see which among them suit your organization. If you have already acquired a CRM platform of your own, here are some tips to improve your useful set of tools:


1. Proper onboarding and mandatory training sessions

Training sessions are nothing new, even for organizations who have leveraged and reaped the benefits of their CRM software for years. This is because a CRM software is only as effective as the people manning and utilizing it.

Just think about the consequences of failure to conduct training. Imagine your staff using a simple CRM for small business with zero training. Of course they wouldn’t be able to harness the full potential of the software you’ve invested in. To fully grasp your software’s full performance, your team must be led through a proper onboarding process that shows all the relevant functions and features of your sales solution. Additionally, they need to be willing to use the software day-to-day.

There are plenty of CRM software examples in the market, and you can choose from a variety of options to learn more about them. There are onsite one-on-one sessions, classroom courses and online classes. Remember that no training is a dangerous road that leads to catastrophe and that training is not a one-time thing. New features and upgrades will be added regularly to your platform, so sessions also need to be a consistent ongoing procedure.


2. Clear data organization

Organizations gather data about their clients on a daily basis, and if these are not properly organized, confusion and chaos are most likely to occur.

A systematized CRM can give you the competitive edge, and so to make the most out of this potential, keep your information spick and span. Arrange data with markers such as custom fields and record types and create an audit trail to keep a record of changes made to your company’s data, so that you won’t get lost as you transition to a processes based organization.


3. Automate your company’s mechanisms

CRM workflow automation completely transforms your business. With the best CRM software, you can manage manual assignments, activities and measures through a centralized system that requires less human involvement as possible. Because of this, organizations are able to deploy employees to more specific and more important tasks within their pipeline.

Thanks to the application of machine learning to CRM, modern automation has allowed businesses of all sizes to operate at large. Plenty of tasks associated with data entry can be automated, so take advantage of your CRM software’s workflow automation functions to cut down time spent on redundant work.


4. Attentive customer support

In a recent survey from Statista, providing quality customer service was found to be very important for 66% of the respondents in the US. A distinct and exemplary customer experience means providing help and support to your customers, regardless of which time and platform they prefer.
Il CRM ti assiste in questa fase, assicurandoti che le richieste siano gestite in sicurezza dal momento che ognuna viene caricata in un sistema centralizzato online. Per iniziare una volta che un utente invia una richiesta, si può impostare una risposta automatica tramite mail che lo informa della presa in carico della stessa.

Besides providing sufficient and swift attention to your customers, another tactic you can implement to improve customer experience is keeping customer support in mind when constructing custom fields in your sales software. One of the best things you can do is utilize an integration between a support platform and a CRM software by connecting custom fields. Through this, your employees can view information such as customer longevity, contract details and deal updates, which are inputted in the CRM and are useful in formulating a response for customers.

When incorporating this strategy, remember to be extremely precise when it comes to your labels. Let go of trade code words and acronyms. This mishap leads to more harm than good, and it won’t be helpful with your ultimate end goal to boost customer support efficiency.

Make sure that the information inputted in your CRM is error-free and consistent, especially when you’re using an integration between your sales platform and support software. To illustrate this, your CRM might have “TDA,” “TDA & Co.,” “TDA, Inc.” and “TDA Corporation” with specific remarks for each company to distinguish them from the other. However, it is necessary to note that these notes might not be passed on to your support software, which can eventually leave you with four companies with the same name.

Another important thing is to make sure that CRM training sessions always have a representative from customer support. Like we’ve said training sessions are essential, even for companies who have stuck with their sales software for decades. As a commendable action, always include an employee who is knowledgeable on your company’s support system during these helpful training sessions. If they attend these lectures, they can easily spot how new functions and changes can affect the support team so that they can be more adept in assisting clients.


5. Go mobile

The new breed of consumers does not only demand to be listened to. For them, an attentive ear isn’t enough because they also want to be attended to on their own terms and not your establishment’s. Requests like these mean that you need to connect with your patrons according to the time, place and platform they want.

When the fate of your company lies in a matter of minutes, the ability to access all necessary customer data and offer an apt product or service is extremely essential.

Going mobile unlocks the yellow brick road to providing a better customer experience. Say goodbye to waiting customers with features that allows you to instantly feed them the latest information on your products, services, deals, programs and contracts. Whether you’re working in the office or hitting the road for your next business meeting, you can swiftly respond to customer queries and pursue significant leads and opportunities without waiting for your colleague to return to your workplace.


No time to waste

If you think your CRM software needs a boost so you can get the most out of your investment, we encourage you to implement these strategies. We also recommend doing as much research as possible on your sales software, so that it doesn’t just sit on the shelf.

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