What Are Best Practices for CRM Systems?

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    What's one best practice for a CRM?

    From finding out what people are saying about your business to keeping your data organized, here are six answers to the question, What's the best practice for a CRM?

    • Invest in Social Listening
    • Train for Consistency
    • Emphasize Cooperation and Teamwork
    • Automation is Essential
    • Keep It Simple

    Invest in Social Listening

    Social listening is one of the best and fastest ways to figure out what people are saying about your business and what they are talking about. That's why it would be prudent to invest in social listening technology. Thanks to software in this category, you will track hashtags and keywords that relate to your company on social media and beyond.

    Natalia Brzezinska
    Natalia BrzezinskaMarketing & Outreach Manager, ePassportPhoto

    Train for Consistency

    One of the biggest issues with CRM use isn't so much an issue with the CRM as it is with the people using it. That's not to say that they're using it wrong, but I've always found the best results come from everyone having a consistent method for how they interact with the platform.

    This means actually training your people in the desired ways of working, rather than just training them on the tool itself, as there are always going to be multiple ways of using any good CRM.

    Different doesn't mean better or worse, but I've always thought of it like driving—you don't want the best drivers all around you, you want the most consistent so that you can know what they will do when they will do it, and why they do it that way.

    Dragos Badea
    Dragos BadeaCEO, Yarooms

    Emphasize Cooperation and Teamwork

    CRM's potential to enhance cooperative efforts is a key advantage over conventional systems. CRMs claim to eliminate the confusion that frequently occurs from having too many "cooks in the kitchen" by making the same information accessible across diverse departments.

    According to the 2012 Global Customer Service Barometer, 26% of customers have reported that they were passed from agent to agent without having their issue resolved. This can cause customer annoyance and lost sales.

    With CRM, everyone engaged will have access to the same programs and up-to-date information they need to offer the greatest customer care possible, whether the customer is speaking with one salesperson, another salesperson, an IT professional, or anyone else in your organization.

    This implies that internal teamwork will function consistently and effectively, just as it would if a single individual handled it.

    Joe Li
    Joe LiManaging Director, CheckYa

    Automation is Essential

    The best CRM systems can automate a variety of tasks to free up your time for more important matters. The best CRM systems can automate most data entry, customer leads, communication details, calendar management, and more. A robust CRM system should streamline your company's workflow and allow your team to provide a high level of personalized customer service.

    Harry DiFrancesco
    Harry DiFrancescoCEO, Carda Health

    Keep It Simple

    The best approach is to keep it straightforward. Avoid complicating any CRM-related procedures so your workforce can complete tasks without unnecessary stress. By keeping it simple, you also significantly make things easier for new employees during the training and onboarding processes.

    In hindsight, the more features a CRM software has, the better it is. However, that is not a one-size-fits-all solution. Unnecessary features will only negatively affect your workforce efficiency, and they won't be able to use the CRM fully. Choose the CRM software that perfectly fits your company's needs, no more, not less.

    Preston Powell
    Preston PowellCEO, Webserv

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