What are the best practices for managing CRM teams remotely?

An example I've seen in my previous experience, is choosing that ONE thing, that ONE clear goal or deliverable each week for your team to deliver. The weekly accomplishment and consistency of the team to deliver builds confidence and credibility. The following month set the bar higher by creating ONE new stretch goal or deliverable that challenges and inspires the team to do even better. An example, last month we resolved 1,000 tickets per day and achieved a CSAT score of 97%. Next month, the stretch goal will be to resolve 2,000 tickets per day, and achieve an even higher CSAT score of 98% or better. Each month as each goal is achieved, set the bar higher, increase MRR by 10%, ARR by 20%, or increase CRR by 85%, observe, learn, and repeat.

To ensure that your expectations align with customer needs and preferences and effectively communicate them to your remote CRM team, follow these steps: 1. Conduct thorough research and analysis to understand your customers' needs, preferences, and pain points and Collect feedback. Use this information to align your expectations with what customers expect from your team. 2. Foster a customer-centric culture Encourage empathy, active listening, and a solutions-oriented mindset. 3. Continuously gather customer feedback 4. Adapt and evolve: Keep a pulse on changing customer needs and market trends. Continuously assess and refine your expectations to ensure they remain aligned with evolving customer preferences.

Foster a culture of collaboration. Encourage team members to work together on projects and share ideas. Be transparent. Keep team members informed about what is happening in the company and how their work is contributing to the overall goals. Hold team members accountable. Set clear expectations for performance and provide regular feedback. This will help to ensure that team members are meeting their goals and contributing to the team's success. Recognize and appreciate team members. Let team members know when they are doing a good job. This will help to motivate them and keep them engaged. Encourage team members to share their ideas, challenges, and successes. This will help to create a sense of community and belonging within the team.

CRM software can provide you with a wealth of data about customer interactions, including sales, leads, and customer satisfaction. You can use this data to track the performance of your team and identify areas for improvement. Use qualitative methods. In addition to data and analytics, you should also use qualitative methods to get feedback from your customers. This can be done through surveys, interviews, or testimonials. This feedback can help you to understand how your customers perceive your brand and your CRM program. Use the results to improve. The results of your monitoring and measurement efforts should be used to improve your CRM program. This may involve adjusting your strategies, tactics, or processes.

Traditionally training and development could also be informal. The skills, solutions, and techniques employees seek are often known by coworkers. Building virtual environments that allow your teams to learn from one another ensures this avenue of learning is preserved.

Online platforms offer training and development courses on a variety of topics, including CRM, customer service, and sales. These courses can be accessed at any time, from anywhere, making them ideal for remote teams. Webinars are a great way to provide training and development to a large group of people at once. They can be recorded and made available on demand. Podcasts are a great way to learn new things while on the go. There are a number of podcasts that offer training and development content on a variety of topics, including CRM, customer service, and sales. E-books are a great way to learn new things at your own pace.

- Be open to new idea to come up with new ideas for how to improve your CRM processes and outcomes. This could involve using new technologies, developing new methods. -Be flexible and adaptable to change your CRM processes and strategies as customer needs and expectations change. This could involve changing the way you collect data, the way you interact with customers or the way you measure your results. - Encourage your team to be creative, proactive, and responsive to customer feedback. - Remote work offers a number of advantages, such as diversity, autonomy, and productivity. Encourage your team to take advantage of these advantages by working collaboratively, sharing ideas, and being self-directed.

In a word, RESPECT! Zig Ziglar said, “In many ways, effective communication begins with mutual respect, communication that inspires, and encourages others to do their best (Stable-Kernal, 2021). Respect that your team thought enough of you to lead them. Don't ever demean or violate their trust. Trust the process and respect it at all times.