Getting the most out of your Customer Relationship Manager.

Customer Experience Matters -

When you work with a lot of customers, a CRM is both you and your team's best friend.  If you are a one person “show” it is even more important tool for building your business.   It will help you manage your data, and it also makes your customers' experience positive and painless, and sets you up perfectly for future growth.

The basic features of a CRM are contact management, communication history and scheduling reminders for you and your team.  Just remember, there are a lot of CRM tools on the market, but you need to find the one that will work best for your particular industry. 

Here are a few ways to maximize your business with a CRM….

1.    Someone needs to “own” the contact.  At the end of the day everyone can participate, but one owner needs to make sure that the contact record is updated and correct, by updating status i.e. from prospect to customer and adding notes and tasks for follow-up.

2.    After you interact with the contact – put in your notes, status changes and associated tasks. 

3.    Management needs to hold contact owners responsible. Updating and maintain records is not difficult!  It only takes minutes to keep "clean records," clean, and the benefits are priceless.

4.    Make your CRM work for you through reminders!   Your pipeline stays full of prospects, and your customers stay happy when you are proactive.  This one small step will grow your business by leaps and bounds.

5.    Log your notes, log your notes, log your notes.  Shared communications provide insight to everyone on your team.  This makes your team better and smarter – your customers and prospects will be impressed by your knowledge of conversations and actions that you were not even involved with.