登录查看更多内容

You're struggling to strengthen your CRM skills. How can you effectively manage up and influence your boss?

由人工智能和领英社区提供技术支持

Enhancing your Customer Relationship Management (CRM) skills can be a formidable challenge, particularly when it involves managing up and influencing your boss. CRM is the combination of practices, strategies, and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle. The goal is to improve customer service relationships and assist in customer retention and driving sales growth. If you're looking to boost your CRM abilities, it's crucial to approach this task with tact and strategy. By effectively managing up, you can not only improve your own skills but also contribute positively to your organization's customer engagement efforts.

此文章中的业界达人

由社区从 4 条内容中精选。了解更多

Abhishek Dhoriya

Sr Consultant COE @ Microsoft | AI | Azure | Power Platform | Solution Design & Delivery Lead | ScrumMaster
Oluwaseye Sangorinde CCSS

A Creative and Innovative Customer Specialist with an HND in Marketing | Passionate about Resolving Complex Customer…

1 Understand CRM

To influence your boss and improve your CRM skills, start by fully understanding what CRM entails. It's more than software; it's a business philosophy centered on putting the customer first. Familiarize yourself with the various aspects of CRM, including data management, customer engagement techniques, and the use of CRM tools to track interactions and sales. Once you grasp the nuances of CRM, you can better assess how your role and suggestions can enhance the customer experience and bring value to your team.

添加您的观点

Oluwaseye Sangorinde CCSS

A Creative and Innovative Customer Specialist with an HND in Marketing | Passionate about Resolving Complex Customer Issues -Improving Retention Rates and Enhancing Customer Satisfaction |AI Prompt GURU ||The Room Fellow
举报内容
To effectively manage up and influence your boss while strengthening your CRM skills, start by proactively identifying areas where you can add value through CRM insights. Communicate these ideas clearly and align them with your boss's goals. Regularly update your boss on your progress, showing how your efforts contribute to team success. Be open to feedback, and use it to refine your approach, demonstrating both your initiative and adaptability. This strategy will position you as a key asset and build trust, making it easier to influence decisions.

已翻译

赞
Abhishek Dhoriya

Sr Consultant COE @ Microsoft | AI | Azure | Power Platform | Solution Design & Delivery Lead | ScrumMaster
举报内容
In my experience, mapping out the customer journey is crucial for any CRM strategy. By understanding each touchpoint, you can tailor your interactions to meet customer needs more effectively. For instance, leveraging CRM analytics to track customer behavior across different channels can provide valuable insights into their preferences and pain points. This data-driven approach helps in creating personalized experiences that enhance customer satisfaction and loyalty.

已翻译

赞
Ishu Bansal ??
举报内容
To effectively manage and influence your boss in your CRM role, follow these strategies: understand your boss's goals and priorities, align your work with their objectives, anticipate their needs, demonstrate value, communicate effectively, build trust, propose solutions, seek feedback, align with company goals, and network within the organization. By implementing these strategies, you can strengthen your relationship with your boss, demonstrate your value, and influence decision-making within your role. By focusing on these strategies, you can advance your career and make a greater impact in your CRM role.

已翻译

赞

2 Communicate Value

When discussing CRM initiatives with your boss, focus on the value these efforts bring to the company. Explain how strengthening your CRM skills can lead to improved customer satisfaction, increased loyalty, and ultimately, greater revenue. Highlight specific areas where you see potential for growth or improvement and how your enhanced skills could make a significant impact. Your boss is more likely to support your development if they can see a clear return on investment.

添加您的观点

Abhishek Dhoriya

Sr Consultant COE @ Microsoft | AI | Azure | Power Platform | Solution Design & Delivery Lead | ScrumMaster
举报内容
Integration is key to a seamless CRM experience. Over the years, I’ve seen how integrating CRM with other business systems like ERP, marketing automation, and social media platforms can streamline operations and provide a holistic view of customer interactions. For example, integrating CRM with social media allows for real-time engagement and better customer service, which is increasingly important in today’s digital age.

已翻译

赞

3 Seek Feedback

Engage in regular dialogue with your boss to seek feedback on your CRM performance. Constructive criticism can guide your learning and highlight areas that require further improvement. Show that you're open to advice and willing to adapt your approach to meet the company's goals. This willingness to learn and adjust demonstrates your commitment to mastering CRM and can help you build a stronger relationship with your boss.

添加您的观点

4 Propose Solutions

Take the initiative to propose CRM-related solutions that could benefit your organization. Whether it's a new way to segment customer data or a strategy to personalize customer interactions, coming to your boss with well-thought-out ideas shows you're proactive and invested in the company's success. Make sure your proposals are backed by sound reasoning and align with overall business objectives.

添加您的观点

5 Leverage Success

Document and share your CRM successes with your boss. Whether it's a successful campaign or an improved customer retention rate, tangible results can be powerful in showcasing your growing expertise. Use these successes as leverage when discussing your professional development and any additional resources or training you may need. Demonstrating the positive outcomes of your efforts can help you gain further support.

添加您的观点

6 Offer Training

Lastly, consider offering to share your CRM knowledge with colleagues. By becoming a resource for others, you not only solidify your own understanding but also demonstrate leadership and initiative. Suggesting team training sessions or one-on-one coaching can be an effective way to show your boss that you're serious about elevating the entire team's CRM capabilities, which can be beneficial for the entire organization.

添加您的观点

Customer Relationship Management (CRM)

+ 关注

给文章评分

我们借助人工智能创建了此文章。您认为这篇文章怎么样？

很棒不太好

举报此文章

查看全部

You're struggling to strengthen your CRM skills. How can you effectively manage up and influence your boss?

1

2

3

4

5

6

1 Understand CRM

2 Communicate Value

3 Seek Feedback

4 Propose Solutions

5 Leverage Success

6 Offer Training

Customer Relationship Management (CRM)

给文章评分

感谢您的反馈

更多Customer Relationship Management (CRM)相关文章

更多相关阅读内容

You're struggling to strengthen your CRM skills. How can you effectively manage up and influence your boss?

1

2

3

4

5

6

1 Understand CRM

2 Communicate Value

3 Seek Feedback

4 Propose Solutions

5 Leverage Success

6 Offer Training

Customer Relationship Management (CRM)

给文章评分

感谢您的反馈

查看其他技能