The key to running a successful business is building relationships with your customers. For most modern business, keeping up with customer communications can be difficult with so many different communication options like email, telephone, text, and web-based chat available.
A recent study found that businesses are spending nearly $26 billion a year on customer relationship management (CRM) software. If you’re looking for a better way to manage your customer relationships, consider these 4 tips for implementing CRM software in your business.
1. Find the right CRM solution
With all the different CRM software programs on the market, selecting the right one may be difficult. Consider consulting your managed IT service provider for help finding the best CRM solution for your business.
The main difference between the CRM programs on the market are the features they have. Growing companies will need to find a program with features like advanced lead generation and call center features. You’ll also want to find a program with customizable features that you can add or change later as your business grows.
2. Implement the software
You’ll also need to train your team on the new software. Make sure not to overload them all the new features at once. Focus first on the basics like creating records and assigning tasks. Consider regular training meetings to train your staff on the more complex features as they become more comfortable with the system.
3. Customize your approach
A well-built CRM system will allow you to customize both the customer and employee experience. Not everyone on your team will need access to every bit of customer data you collect. This is why you need to work on creating a single pipeline and then limiting access to some of the elements within this file.
Some business owners make the mistake of creating separate folders for the same client. If a client has separate folders for things like sales or support, it can become confusing. The beauty of using a CRM system is you can store customer data in one place and while limiting access to different parts of the information as needed.
4. Utilize mobile CRM tools
Unless you have been living under a rock for the past decade, you know how popular mobile devices have become. While the mobile CRM tools on the market are not as detailed as desktop software, they do provide you with the ability to update customer data from your mobile device.
These apps will also help your team pull up information like a customer’s contact data. Most CRM mobile apps allow users to create tasks and make notes about a client with the click of a button. If you have lots of employees who work in the field, then having these mobile tools is essential.
Are you ready to embrace the power and convenience of CRM software? If so, contact your managed IT services provider for help finding and implementing the right CRM solution for your business.