This is the last post in our series looking at the 5 Big Questions of CRM Systems.
In case you missed the first four posts, make sure you check them out:
1. Who Should Use a CRM System?
4. When Should You Implement a CRM System?
In this post, I want to give you some best practices for using CRM.
Map out your sales process and engrain it in your sales team
– How do potential customers find you and how are they going to get into your CRM?
– What happens to those potentials once they are in your CRM?
– What steps do your sales team need to follow when a lead is assigned to them?
– What happens when your sales team closes a deal?
Train your staff and management teams on CRM
– Does your team understand why you’re implementing a CRM system?
– Is your management team aware of time saving benefit they’ll receive by using a CRM system?
– Does your team understand the value of customer lifecycle and how a CRM system can help?
– Can you restructure employee compensation to reinforce the benefits of using a CRM system?
Use workflow automation for repetitive tasks
– What actions are performed on every lead, contact, potential and could they be automated?
– What specific tasks should be automatically assigned to a sales person once they receive or convert a lead?
– Is there information from one module that if changed should update information another module?