Establish A Customer Relationship Management System That Benefits Your Company – Here’s How

March 16, 2018 0 Comments

Because of the competitive nature of today’s online marketing, the majority of companies already have a customer relationship management system in place. However, some are having difficulties keeping their CRM systems efficient and up-to-date for their business. Company owners, marketing, and sales managers are constantly having trouble with acquiring people who can manage and update their CRM. To make things worse, their CRMs are performing poorly. To make the most out of your CRM, any issue needs to be addressed and fixed immediately.

The Importance of Having a CRM Strategy
There are several reasons why having a CRM system in place is advantageous for any company. It can provide the following:

  • Get a better picture of your target customers.
  • Make decisions based on your leads’ actions.
  • Accurately delivers the right content at precisely the right time to the right people.
  • Classify your customers into two categories: the ones who give the highest amount of profit and revenue, and the ones who are not providing any value at all.
  • Identify the highest-value customers to squeeze out the most of your sale opportunities and lower selling costs to the ones who are not engaging as much.

Establishing an efficient CRM system that delivers the best results requires a tedious process. To help you out, here’s how you can develop your CRM strategy and make sure it works for your company.

Choosing the Ideal CRM System

Selecting the right CRM is only half of the entire process. The other half is all about optimizing your CRM in a way that will work and encourage people, specifically your employees, to get used to using it more often.

Mobile-optimized CRM
A study conducted by Software Advice concluded that 82% of marketers who use a mobile CRM system had improved the quality of their data management. Their study also pointed out important CRM applications that should be used:

  • sales content management
  • input/review customer information
  • sales reporting & analytics

Companies that utilize a CRM software can take advantage of their customer data and enable them to make the best decisions out of it. Mobile CRM allows your marketing and sales team to access their information remotely. This also means your workers can deal with data-related choices at any time of the day and keep their customer information up-to-date and on-the-go.

CRM Automation
Continually having to incorporate every client information into your company’s CRM is a nightmare for your employees. You lose precious amounts of time that you should be using to invest more in generating sales. Because of this, it is crucial that you invest in a CRM system that lets you automate specific options of data you collect from your customers and prospects.

For instance, you can formulate a method for your leads in a way that whenever they perform an action on your landing page or with your emails, they will automatically be contacted by one of your marketing and sales representatives to offer their assistance if they are in need of any help with anything. If they respond, the status of the lead will then alter, qualifying them even further.

You can also automate a series of email follow-ups explicitly detailed for each of your leads. These emails will be triggered by their response to your emails, enabling your sales representatives not to do manual follow-up emails anymore.

If you automate your website data with your CRM, you will also have the option to register a customer’s web actions. Automation tools like Infusionsoft by Keap do these processes really efficiently, putting your lead data and analytics in line with your company’s CRM. It also updates each contact data with the corresponding actions that they execute. If you integrate your website data with your CRM, you can also update each contact information according to their actions.

Registered Calls
Some CRMs feature a call recording option, so you don’t have to waste your time trying to transcribe phone conversations with all of your contacts. Through this feature, you can just listen to a particular recorded conversation if you need to go back and confirm what you said on a previous call you made.

Easy to Use
Having to use a very complicated CRM system will frustrate and disappoint your employees. A CRM that lacks user-friendliness will take ages to learn and get used to, which is not an ideal system that your employees should use. Instead, you should opt for a simpler and more straightforward tool that gets the job done without any added hassle.

Make sure your CRM system is simple and easy to learn and use, especially for new users. Make sure it educates them and gets them familiar with the process as they work. This way, the CRM will smoothly be integrated with the way your employees work, making it easier for them to learn it.

Compile Everything
We are through with the era where we have to open dozens of spreadsheets to access the multitude of information we get from our clients. This method is not ideal as it spreads all over different sources, making it futile to manage. In the same manner, finding the right information is also going to be a problem. By centralizing and compiling the info it into a single CRM, you will be able to find the customer information you need, whenever and wherever you need it.


Overall, having a CRM system will help you create an effective method in nurturing leads and improving your company’s ROI. However, it still depends on whether or not your subordinates will approve of it. The decision of whether or not you should use a CRM, along with how you will use it, will depend on your company, your industry, and the working process of your employees. Before you decide if you do need a CRM system in place, you should consult with your employees and the entire members of your company if they are in favor of the idea.

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