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Ten ideas for improving your CRM

Ten ideas that can help you improve your CRM operations. The ideas concern both the CRM as an IT system and as a business discipline.

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Ten ideas for improving your CRM

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  1. 10 Ideas for improving your CRM

  2. Be Agile and Boost Continuous Improvement First and foremost CRM stakeholders need to understand the nature of a CRM project, notably in terms of the fact that they have to engage in a continuous improvement effort.

  3. Reflect Sales and Marketing Strategies in the IT Systems The world’s best CRM system is virtually useless without a proper sales and marketing strategy. Therefore, one way of improving the operations of a CRM system is to improve the sales and marketing strategies that are implemented through it.

  4. Keep Data Accurate and Up To Date A CRM system can be as good as the accuracy of the customer data that it comprises. Unless an enterprise has access to accurate information about customers, some processes like customer segmentation and loyalty management can not be effective.

  5. Mind Your Internal Users with Information Personalization CRM productivity is tied to the productivity of CRM users. To this end, it’s important that CRM systems are customized in order to boost the productivity of the employees that act as primary CRM users.

  6. Invest in Complementary Assets End-users’ knowledge about CRM in general and your specific CRM deployment in particular, is also a key to end user’s productivity. This is a good reason to invest in training your employees, both on how to use the CRM tools, and also on the underlying sales and marketing processes.

  7. Integrate with other Enterprise Information Systems There is ample room for improving the automation and efficiency of CRM operations by integrating CRM systems with other enterprise systems (e.g., Enterprise Resource Planning (ERP) systems) and databases.

  8. Leveraging Advanced (BigData) Analytics In the era of BigData, enterprises are offered unprecedented opportunities for analyzing data and deriving insights beyond corporate processes. CRM is no exception to this rule.

  9. Integrate with Social Media Social media provide additional channels for acquiring customer information and for interacting with customers. In several cases, these platforms are much more efficient that other channels, since these are faster and provide richer information.

  10. Understand and Exploit the Value of ‘Follow-Up’ CRM systems provide an ideal vehicle for implementing and tracking follow-up activities. Whether as part of a marketing campaign or a sales effort, it’s very important to follow-up on customers in order to understand their intentions.

  11. Security Regulatory Compliance As CRM systems operate on customer data, managing such data can be very sensitive and raises security and privacy risks. Companies must not neglect the importance of securing their CRM operations and protecting the data they manage.

  12. Takeaways: ❑ FollowingbestpracticeguidelinesforCRM strategieswillimprovechancesofsuccess. ❑ CRMwillenableyourbusiness,soyoumustensure eachdepartmentknowhowtheywillbenefit. ❑ Streamliningyourprocessesisabigbenefitof CRMandwillimproveoverallperformance.

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