How to Get the Most Out of Your CRM Software

January 29, 2018

Your CRM software can do great wonders for your company. Depending on how much you rely on it, it can simply hold all the contact details of your customers, or it can do as much as automatically publish marketing campaigns. However, no matter how much you’re relying on your CRM, the following seven best practices can help you make sure that you’re doing the most for your business.

1. Be sure that the data you input is accurate and up to date.

Your CRM system can only be effective in sales management with accurate data. The more accurate and up to date your data is, the more effective your CRM system will be. It’s good practice to regularly review all data in your system, as well as delete all information that is erroneous or redundant. On top of that, you should also make sure that all the data in your system is important and usable. This can make sure that your sales teams understand your customer, diminishing the chances of any errors that could occur. After all, customers would remember their history with you, and they expect you to do the same. For example, it could be irritating to a customer if you kept selling them something that they already bought from you, or if you kept inviting them to a seminar that they already reserved a seat for.

2. Go mobile

A lot of CRM software gives you the ability to access your data, like sales reports and lead effectivity, by other means than from your web browser. It pays to use a software that has this ability since accessibility can ensure more productivity and more profit. It’s always a good idea to have a mobile version of your CRM software so that you can access your data on the go. It’s also a good idea to invest in cloud CRM software, as the Singapore CRM software is available on different platforms and multiple devices, such as tablets and laptops so that every employee can access them without issue.

3. Make sure that all your employees can access your CRM.

No matter how good or useful a CRM system is, it wouldn’t be helpful if your employees don’t use it. There are a lot of factors that can dissuade your employees from using your CRM system. More often than not, it’s because that they don’t have the knowledge on how to use it, or they find it overly-complex and cumbersome. To make sure that this doesn’t happen, you can create training workshops to make sure that all your employees know how to navigate the system, especially employees that work in sales management and sales reports. You should also make sure to do this after every software update to make sure that everyone is up-to-date on its features and interface.

When all your employees can access your CRM, your employees are armed with the knowledge on how to best approach your customers, letting you avoid potentially negative interactions with characters who have previously come across issues with your company.

4. Eliminate all problems and issues promptly

On the subject of issues, make sure that you solve all and every problem and issue as soon as you notice them. A CRM system can quickly point out what areas need tending to, but they’ll only be effective if you solve them. This can also make sure that you don’t frustrate employees any further, which is especially true for returning customers who returned in the hope that they don’t come across the same problem again. If they do come across the same problem, you can’t fault them for not wanting to do business with you again.

This practice also extends to complaints made about your company on social media. When a customer makes a complaint about you, it is imperative to address it as soon as possible. Knowing the fast pace of the of the online world, it is best to address it on the day of its posting. Many companies have been smeared and even ruined because of a complaint that was blown out of proportion. Even if you can’t solve a problem right away, simply acknowledging the negative feeling that your customers have can alleviate their problem, and shows that you truly care about your customer’s satisfaction.

5. Personalization is key

Personalized marketing is one of the easiest things you can do for your customers, yet it can also increase the effectivity of your marketing. For example, personalized emails that reply to the queries in on the Singapore website can increase effectivity by as much as 50%. Geolocation features even allow you to locate where your customers are, whether here in Singapore or abroad, which can greatly increase the effectivity of your leads. You don’t even have to know all the details about your customers, simply addressing them by name in their email can increase your click-through rate.

Personalization can also save time for both you and your customers. Sending your customers products or content that matter to them can increase the chance of click-throughs, purchases, and future engagements.

6. Be present on multiple channels

At present, information moves fast through many different channels. Every day, people in Singapore use the internet to express their thoughts and opinions, and your business should do the same. Try to be present where your customers are present. This means that if most of your engagement is on Twitter, try to have an active presence on Twitter as well. This is where the importance of a cloud CRM comes into play; as the internet is readily available at everyone’s fingertips, so should your means of keeping up to date with your company’s data.