CRM (Customer Relationship Management) – How to Make the Most of It

CRM software

Start by building a customer database

Systems designed for CRM are a blessing in disguise for businesses that function at a low level. Such a tool can enhance the potential of your business by helping you build a strong customer relationship and put on a great marketing plan.

Trending in CRM

Good use of CRM practices can ensure customer loyalty, which means your business is set for the future. Research on the use of CRM systems clearly shows that businesses that use such tools are doing much better than the ones that don’t. Revenue is considerably higher and people happier.

Before deciding on a CRM system for your own business, here’s what to look out for:

No. 1 Support users in making the transition

When you work with people, namely your employees it is common to have a hard time getting them all on board with a new decision or change. People are anchored in their automated ways and here you are with a new system they need to learn. Therefore, it is essential to take your take and put in the effort to help your employees learn and use the CRM system. If one person is stuck in an old-fashioned way, the whole business suffers.

Track your leads – Get numbers into your CRM system and watch your value improve.

Give your customers a free hand to input data – Aside from your employees doing this, you should let customers dial in as well. This will grow your leads faster without taking time out of your employees who can focus on other tasks.

Customer service at its best – Build a strong customer service through your employees. People are there for people and their relationships can take you a long way. For any problem that might occur, your staff needs to be trained to handle it or adapt.

Match your customer with your staff – customers come in all shapes and sizes and some of them make many sizeable purchases than others. With the data from your management system, you can assign your best staff to take care of your most valuable customers.

Improve communication – instead of promoting your products in a universal manner for all customers, you can use your CRM data and produce personalized campaigns. E-mails, newsletters, and offers should target customers according to their needs. And how do you learn about their needs? By studying patterns of past purchases. Don’t forget to keep your marketing consistent so that people stay engaged and coming back for more.

 No. 2 Social Media for the win

Since your biggest concern should be building good relationships with customers, what better way to do it than through social media? Everyone is connected nowadays and your presence on various social platforms will make you visible. CRM systems help you with threads and ad strategies. The online media lets you advertise to target audiences and make your business seem friendly.

How to choose the right social platforms – if you are a small business with a limited budget and stuff, your presence on all platforms is almost impossible. Thus, you can use the data from your new CRM system to study your audience and select those social media platforms where your target is most active on.  Some examples are LinkedIn groups, you can open your own and build a community, Pinterest if you offer visually appealing products, Instagram is a strong tool for esthetics and B2B sales purposes, Facebook is swarming with users of all kinds so a targeted group is a good idea.

Tip: When breaking into social media ground, try at first to engage your potential customers in exciting topics related to your sector. Don’t go in strong pushing your products first because people don’t respond well to such approaches.

No. 3 Using your new CRM system

A little research and patience beforehand never hurt anyone. If you decide on getting a CRM system for your business, talk to professionals or pay for some help on structuring your CRM strategy. There are a lot of factors that influence how your business will develop and a CRM strategy needs to weight that in. Think of it this way:

Leads analysis – depending on how you kept your data up to this point, make sure your CRM system accepts leads from that source. Upload your data as soon as you get the system.

Don’t let new data get lost, use it as soon as it gets to you. Your CRM system can help you with a scoring system to keep leads relevant: which lead to follow, which one to keep on feeding and so on. This way you can develop effective campaigns for various customer groups.

Use CRM to improve user experience – with a database in place holding on to e-mail addresses, phone numbers and other past information on your clients, you make their lives easier when returning to you. People appreciate the flow of getting things done.

Value of each customer – data will help you keep a close eye on customers that are more likely to make a purchase. This will increase profits as you nurture the right relationships.

No. 4 Back to customer relationship and connection

No matter how you look at it, it will always come down to connecting with people. Use all the channels you have to post enticing content, useful tips, good offers and occasional contests to keep people aware and active.