While a CRM system is incredibly useful and can help your business in a variety of ways, it can also be very confusing to those who know little about it. So how do you go about integrating a CRM system into your company? The easiest way is for a CRM implementation team to guide you through the process. A Critical Part in the Implementation Process … Read More
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While CRM systems offer a multitude of benefits, those who do not fully understand them can be skeptical about their potential. One way to evaluate the effectiveness of a CRM system is to calculate the ROI, or Return on Investment, that your CRM will generate. Though some are hesitant to approach this task due to unfamiliarity with the system or lack financial aptitude, it is … Read More
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It’s important for any business to measure customer loyalty. This allows companies to know when they are meeting customer expectations and in what areas they need to improve. The best way to do this is by using an effective CRM system. This will allow you to measure and build customer loyalty and get your business to the level you want while keeping your customers happy. … Read More
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For any company to survive, it must have a system of measurement by which it monitors performance of employees, product, and advertising. Without one, chaos will soon reign as your costs will outweigh your income, employees may stagnate in their customer service, and a host of other misfortunes will befall you. There are plenty of articles out there about useful metrics for a CRM system, … Read More
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Three Reasons You Should Have a CRM There are three primary reasons why you should have a CRM in place at your company, even if you have never used one before. There are critical benefits available to you when you select the right platform and use it on a regular basis to manage your company. History Matters The ability to go back in time and … Read More
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Before you make the all-important decision about the system you’re going to use going forward, it’s smart to ask these key questions. Make sure you’ve done your research in advance. When you’ve determined your needs, there’s a better chance that one CRM will emerge as the clear winner for your business. What Processes and Tasks Need Managed? This is certainly your first step in selecting … Read More
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One of the best ways to ensure that you use a CRM in the most effective way is to follow several tips for optimal understanding across the board. The more that your team is clear about how to use the system effectively, the more likely it will be easier to discuss buy-in and get everyone on the same page. What follows are some of the … Read More
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Good customer service has numerous impacts across your company, but it’s certainly the most important as it relates to your clients and their relationship to your business. Having a customer service action plan and protocol is critical to achieving your goals and constantly promoting this positive relationship. Available Customer Service Customer service needs to go deeper than having a company-wide commitment to putting the client … Read More
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Simply put, a well-implemented CRM can have a dramatic impact on your business. Just ask any entrepreneur who is successfully using a system. Anyone who has spent the time identifying the right system will probably tell you that there are noticeable, or even amazing, improvements in business just from implementing a CRM and looking at it often. Setting Expectations It’s important to remember that a … Read More
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In past blog posts, we’ve talked about the downside of getting buried in data. Unfortunately, the way this evolves in the real world means that typically the person or team responsible for viewing data can get overwhelmed with too many data points, rendering much of any analysis useless. So here are some tips to identify five metrics that are worthwhile. Actions for Engagement Make sure … Read More
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