How do you share your CRM progress with your managers?

1 Why share your CRM progress?

Sharing your CRM progress with your managers is not only a way to show them what you have achieved, but also a way to get their feedback, support, and guidance. Doing so can help you align your CRM activities with their expectations and priorities, demonstrate your value and contribution to the business, identify any issues or gaps in your strategy or execution, seek advice and suggestions on how to improve performance and customer satisfaction, and celebrate successes while learning from failures.

2 How to prepare your CRM progress report?

Before you share your CRM progress with your managers, you need to prepare a clear and concise report that summarizes your CRM activities, outcomes, and insights. To do this, you should define the purpose and scope of your report, such as the time period and metrics you want to cover. Additionally, use your CRM system to gather and analyze data that supports your purpose. Visualize this data using dashboards, charts, reports, or filters. You can also use tools like Excel or Google Sheets to perform calculations or comparisons on your CRM data. Once you have analyzed the data, highlight any main findings and provide recommendations on how to optimize your CRM strategy or tactics. These recommendations should be based on the trends, patterns, or insights that show your CRM progress.

3 How to present your CRM progress report?

Once you have prepared your CRM progress report, you need to present it to your managers in a way that engages them and convinces them of your CRM value. Consider choosing the right format and channel for your report, depending on your managers' preferences and availability. You may opt for a PowerPoint presentation, a PDF document, an email, or a video call - or use a combination of formats and channels to reinforce your message. When presenting your report, use clear and simple language that conveys your CRM progress in a straightforward and compelling way. Avoid jargon, acronyms, or technical terms that your managers may not understand. Additionally, focus on the benefits and outcomes of your CRM activities - such as increased revenue, reduced costs, improved efficiency, or enhanced satisfaction - and how they link to your managers' goals and objectives. You can also use stories, examples, or testimonials to illustrate your CRM points and make them more relatable.

4 How to handle feedback and questions?

After you present your CRM progress report, it's important to be ready to handle feedback and questions from your managers. Listen actively and respectfully to their input, and respond confidently and constructively using your CRM data and evidence. Don't be defensive or dismissive of their feedback and questions, but use them as opportunities to learn and improve. Summarize the main points and outcomes of your report, agree on the next steps and actions, and set deadlines, responsibilities, and expectations for the next CRM activities or reports. Finally, follow up with your managers accordingly.

5 How to improve your CRM communication skills?

Sharing your CRM progress with your managers is not a one-time event, but an ongoing process that requires effective communication. To improve your CRM communication skills, seek feedback from your managers and other stakeholders, stay updated on the latest trends, tools, and techniques in CRM, and practice regularly. Ask for feedback on your progress report and presentation, take online courses, read books or blogs, join webinars or podcasts on CRM topics, use scenarios or simulations to practice in different contexts - all of these will help you showcase your CRM value, build trust and rapport, and achieve your goals. By following these tips and best practices, you can share your CRM progress with your managers effectively and efficiently.

6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?