Making the most of your small business’s CRM

Share on facebook
Share on google
Share on twitter
Share on linkedin

A Customer Relationship Management (CRM) system helps you store and organize your customers’ contact details, ensuring that nothing gets lost or misplaced. The key to maximizing the benefits of your CRM is to keep it organized. Similar to how you keep your desk and workspace neat and orderly, a thorough and systematic CRM system can prove to be invaluable for a small business. Here are some practical things you can do to keep your CRM organized:

Take time to understand how your CRM works

Many of us are always so busy that we tell ourselves that we can’t afford to spend some time watching a tutorial or reading a helpful guide that can help us optimize our CRM. A disorganized and incomplete understanding of its basic inner workings can lead to a sloppy and haphazard way of storing information, which will make your CRM perform less efficiently.

Make CRM updates and housekeeping a part of your routine

Inaccurate and outdated information may add up and make your CRM inefficient over time. To reduce the trouble arising from CRM inefficiency, enter the data while it’s still fresh in your mind rather than waiting for the end of the year to begin afresh. The latter will not take into account the data changes that have occurred, rendering some of it erroneous and obsolete.

Regardless of how often you input new data, make time to update and edit the existing entries to keep it up to date. In addition to regular updates, make time, even once a month, to go through the entire information sheet to check for duplicate errors or omissions. If you don’t have the time to do it yourself, you can also assign someone else in your team to handle the updating and housekeeping tasks.

Automate routine workflows wherever applicable

Gathering new contacts, updating fields, following up promising customers, and sending them emails is among the routine CRM tasks that humans handle and you can automate. Automation will make your data collection less prone to error and omissions while keeping it up-to-date.

Let key team members benefit from CRM

Giving some of your team members access to your CRM can help them make use of the information stored in it for their respective tasks. They can also help add information to it themselves. For example, knowledge of a client’s birthday as recorded in your CRM may help give a sales team member a reason to approach that customer.

Update your tasks in a timely manner

Your CRM may have a function that lets you add errands you need to do such as sending reports or reminding people with payment collectables. Mark off the tasks that are done and add new ones. Take full advantage of this CRM feature to ensure that you will not miss or overlook functions that are needed to help gain more sales.

Analyze and interpret what your data is telling you

A CRM system will be incredibly valuable for your company if you make use of the data you store to study trends, changes, marketing strengths, stagnations, and weaknesses that you can put to use in your business strategy. Understanding the purchase behavior of your customer base, their demographics, their feedback, and a host of other information can elucidate from your data requires sufficient time to connect the dots and digest what your data is telling you.

If you’re looking for the best CRM system for your business, Accelgrid is your best option.

Get in touch with us today to see how we can help.

Cookie notice

We use cookies to improve your experience on our site. By continuing to use our site you accept our use of cookies.

Schedule a free product tour