One of the most important tools in the toolbox of each organization is its CRM software. However, most companies still don’t get the most from their CRM applications.
While everyone understands the importance of CRM for business, most companies still evade its full potential. You see, although the majority of CRM tools can manage almost any aspect of your client relationships, they are used as a very expensive phone directory. This is a pity since they can do so much more.
Let’s look at some of the most effective CRM tricks every business should use to improve customer relationship governance and use all the potential your CRM software has to offer.
- Choose the Right Social CRM Tool
In customer relationship management, social media is immense. It is a place for your customers to speak to others about their brand and its products that can either help or damage their reputation. That is why it is so important for businesses to choose the right social media platform for their CRM software so that they stay on top of their customers, engage proactively, and learn about their pain and needs.
- Sync Your CRM with Your Calendar
Almost all CRM tools have their calendar functionality, but you will need a lot of time and effort to manually transfer all of your important calendar dates and customer meetings into your CRM if you’ve just bought the CRM platform. Therefore always choose a CRM platform to synchronize all of your relevant dates automatically.
- Make Sure Your Data Is Accurate and Up to Date
There may be the highest and most costly CRM-tool, but it will only be as good as the data within it. The data saved and used by your CRM is therefore not just accurate but up-to-date. Therefore, you should set up the process to add new data, remove obsolete emails and information as well as flag those that are invalid or erroneous, so that you can keep track of all these data and update it every time there is a change. Small business CRM software is best suited for this.
- Go Mobile
Maybe you want a cloud-based CRM to work properly on mobile devices, too. This would allow you to access the data from any device irrespective of time and place. If your sales representatives are particularly dynamic and spend the majority of their working hours outside the office, it can work well, improving their productivity and enabling them to access and enter information about customers on the road. Their smartphones or tablets would allow them to handle entire projects and spend much more time interacting with customers from the office.
It’s so powerful and complex CRM software that it can do almost everything you’re asking for.