<img height="1" width="1" src="https://www.facebook.com/tr?id=241894266379435&amp;ev=PageView &amp;noscript=1">

Customer Experience Improvement, Simply Smart Working, Adaptable CRM, Make your business work smarter,

13 Min Read

10 more smart ideas to optimize the benefits from your CRM

Make your business work smarter with CRM:

In the day in and day out struggle with running a business sometimes you have to stop working IN your business and start working ON your business. In part one, we listed 10 bright ideas for greater business success with CRM then expand the possibilities with part two: 10 more bright ideas

Here are 10 additional smart ideas to consider for your customer knowledge based CRM system.

  • Everyone owns the customer experience.  The COO may quarter-back the customer experience, but you can't complete a sales play without those sturdy linemen, running backs and receivers.  Studies have found that the customer service department normally owns the customer experience but it may also be the IT, marketing or sales department. Whichever department it is, promote individual responsibility so that everyone has a hand and vested interest in building customer loyalty.
  • Be proactive with surveysSometimes no news is not good news. Waiting for customers, vendors and partners to tell you their opinions isLast-contact-dates like waiting to be told to go after the red light changes.  Ask before you act on a new strategy or develop a new product. Or at the very least roll out the survey alongside the implementation. Get top of mind feedback when the customer experience is fresh. Check the last communications with your contacts and verify you have not lost touch. 
  • Solve on the first call. Solving your customer's inquiries on the first go-round to avoid repeat calls and additional costs will delight customers and keep your costs in check. Empower your service and support reps with integrated customer service/ticket/case management capabilities from your CRM.  Know the times from initial service call to the date and time of resolution. Focus on solving on their first call.
  • Anticipate customer needs.  Focusing on the quick sales does nothing for the relationship building. So think longer term: what would be the customer lifetime value over 1 year, 5 years, 10 years.  Make sure your CRM is adaptable and integrated with your accounting sales order information.  The good sales professionals will appreciate it and better anticipate the customer needs.
  • Gain competitive intelligence. The competitors that your sales force comes across should be identified with each related sales opportunity. In fact make sure you have those competitors and their known contact identified in your CRM system. Identify the competitive strengths and weaknesses and develop a selling strategy that can be shared across your organization.  Those new sales professionals you just hired can jump start their productivity with this type of information.  You are tracking each opportunity win/loss with a reason and related competitor, aren't you? Competitor-Opportunity-analysis
  • Automate processes.  With the technology available today many reoccurring processes can be automated and operational costs reduced. Once a web lead is entered it can check against your CRM database.  The lead's contact information can be automatically created or updated, the related sales person alerted, a follow up call scheduled and the web contact person can be notified of the next coming actions.  BPM- business process management and CRM needs to be part of your strategic business development plan.TaskCentre-Sales-report-process 
  • Identify your cheerleaders. As simple as it seems we see CRM systems that don't have their best customers or clients identified. Add some fields to identify if a contact is a reference source or not.  When leads are entered identify who the referral/lead source was.  Use the power of the Pareto 80/20 law and identify the 20% of customers that generate 80% of your business.  We have seen clients successfully use an A/B/C system to keep their staff's focused.
  • Learn to adapt.  Businesses change and it seems that those who can adapt the fastest, survive longer.  So your CRM and its related technology must also adapt. They may be regulatory changes, mergers and acquisitions, and other external shifts to adapt to. Businesses need technology infrastructure that can respond to rapid change, and be agile and flexible.  Make sure your CRM database and business rules can learn to adapt.
  • Respond quickly to customer inquiries. Ever hang up on a support call because the response took to long or you sent an email to a support@company.com but did not receive an acknowledgement or an actionable response?   When your customer sends an email or leaves a message, or comes to a service counter, that customers' time is precious. No one wants to sit around waiting for an answer.  Provide a customer self-service portal, provide access to a searchable knowledge database, provide links to FAQ's with related downloadable materials, and make sure the call queue is clearly on a timely basis. Think of yourself as a customer, please, then get this solved within your business.
  • Dont' throw good money after bad. Spending more money on a newSalesLogix-Analytics application to fix a problem isn't always the answer.  Often, some re-engineering of business processes or realigning what you already have is possible.  Can you leverage current applications to gain new functionality or services to solve a problem?  Again is your CRM system adaptable enough to track that related prospect or customer information?  Can the software business rules be modified?  Do you need a smarter, skilled CRM implementer with real work business experience?  [Shameless plug !]


Refer back to part one: 10 bright ideas for greater business success with CRM then expand the possibilities with part ttwo: 10 more bright ideas.

 Let's start a conversation with myself as an experienced CRM system designer, developer and implementer that is concerned about your business success with CRM! 

Get Started with Success with CRM

Topics:   Customer Experience Improvement Simply Smart Working Adaptable CRM Make your business work smarter

Top 5 Technologies for Customer Engagement Champions

Customers expect quick and unique brand interactions at every touch-point. Delayed or generic responses won’t cut it. It’s impossible to provide a customer journey that is both quick and unique at ...
Picture of Dick Wooden Dick Wooden 13 Min Read

What Santa's CRM System Must Look Like

Santa Claus must have one heck of a CRM system! Ability to personalize -from wish list items to physical locations. Imagine your global business needed a very personalized database to track all the ...
Picture of Dick Wooden Dick Wooden 13 Min Read

18 Requirements for Success with CRM - Part I

Organizations rarely go it alone when they implement a Customer Relationship Management (CRM) strategy and its supporting technology. That's because it can get overwhelming: business strategies, ...
Picture of Dick Wooden Dick Wooden 13 Min Read