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7 Best Practices For Using Your CRM To Get The Most Out Of It

Customers are an essential component of any company. There will be no business if there are no customers. It doesn’t get any easier than that. As a result, everything that might improve a company’s relationship with current and potential customers is a worthwhile investment. As a result, client relationship management systems, or CRM tools, have become increasingly popular. And it appears that the worth of the CRM sector will only increase with time. But what exactly is a customer relationship management system? What is the significance of this, and what are the ways of using your CRM to improve sales and customer service?

Using Your CRM

What Does A CRM Do?

CRM software, in its most basic form, is a programme that aids sales, customer service, and marketing teams in achieving three goals.

  1. Organize — A CRM solution aids in the organisation of an effective sales funnel in a centralised cloud-based system so that everyone sees each client and their chapter as part of the company’s journey.
  2. Automate – CRM technologies assist sales and customer support teams to save time by automating various processes in the sales process. Alerts, email sending, data collection, and other features are among them.
  3. Streamline — A CRM streamlines the business by organising and automating it, allowing a company’s marketing and sales department or officer to be more agile and productive.

Best Practices for CRM Optimisation

A CRM platform could give a company a slew of advantages. However, perhaps you currently have a CRM platform and want to optimise your operations. Increasing the system’s efficiency would be extremely beneficial to businesses. Here’s how to boost CRM productivity and achieve even greater results.

Make your funnel unique

A template funnel—a discovery, interest, negotiation, closing, or transaction lost phase—is often already set up in a CRM programme. However, some sales funnels may appear differently. The funnel could be shorter in some circumstances. Still, it could be longer in other cases. A CRM solution for a hospital organisation, for example, will not always appear like one for a construction company. As a result, tailor your funnel to your specific situation.

Remember that a shorter funnel is usually preferable, but don’t miss any processes that are necessary. Some businesses, for example, may have accreditation stages that need a lot of paperwork. Include this in your flow to guarantee that the team does not miss any important steps.

Create KPIs.

It’s one thing to learn how to use a CRM. Another step is to establish key performance indicators. While having sales goals may seem insignificant at times, they are critical to any successful sales process. KPIs are measures that can be used to track sales targets and conversion rates. These indicators could include things like the number of leads, closed sales, and customer complaint tickets, among others.

Make your numbers as detailed as possible. Many CRMs will have these KPIs pre-programmed for you, and all your team has to do is fill them in.

Take a look at the information.

Following the setup of the KPIs, the following step in CRM optimization is to examine the data to see if it corresponds to the measurements. One of the best features of CRM software is that it keeps track of your and your team’s figures automatically. So all you have to do now is train your number-checking muscle.

Incorporate sales analytics information from your CRM software into weekly employee meetings as well as annual or semi-annual strategic planning. These figures might steer the organisation in the direction of strategies that will boost sales and customer happiness in the short and long term.

Automate the process.

Any digital tool’s ability to automate repeated operations is critical. CRMs are particularly strong in this area because they enable so many automatic operations. The following are some of the automations that can be put up in a CRM:

  • Creating an email list
  • Scraping of data (i.e., customer information, etc.)
  • Customer concern FAQs can be sent as a lead magnet.
  • Welcome emails
  • Emails and steps for onboarding
  • Following up on abandoned carts with gated content
  • Customer re-ordering email sequence (to entice a customer who hasn’t ordered in a while to do so)
  • And there are plenty more.

Create a Comprehensive Company Knowledge Hub

In customer relationship management, maintaining swift and dependable communication is crucial for a developing organisation. Agents and personnel, on the other hand, are sometimes unable to do so because they lack the necessary knowledge.

When companies produce new items, for example, customers may inquire about specifications that aren’t listed on the product page. As a result, they’ll frequently ask managers, who may or may not always be available to address such questions. As a result, CRM software frequently includes a knowledge hub that managers can update as new information becomes available. For the company’s sales and customer support teams, this hub will serve as a “Bible.”

Connect all business systems to the CRM platform.

CRM software interfaces easily with enterprise systems, allowing all data and actions to be collected in one location. For maximum functionality, such a platform should interact with the following systems:

  • Email – Enables teams to send and track all emails from a single location.
  • Website – Get leads from your website’s email opt-ins and contact forms.
  • ERP Software – Gather sales and accounting data with ERP software.
  • Customer service tools – Get consumer complaints and tickets using these customer service tools.
  • Social media channels  – Take advantage of social media networks to collect leads and potential consumers.

Use CRM tools to bring your customer service and sales teams together.

CRM solutions currently account for up to 18% of sales teams’ time. They are also heavily used by customer support representatives. However, the transition between the two isn’t always seamless. This integration will necessitate a concerted effort on the part of sales and customer support management to link offline in order to encourage their employees to share leads, issues, customer data, and strategy directly on the CRM platform. As instances of collaborative activities, they can assign tickets to one another, tag each other in comments on a pipeline, and so on.

The Advantages of Using an Optimized CRM

CRM technologies include a variety of advantages and drawbacks. Still, the advantages suggest that setting up and optimising a CRM system is a worthwhile investment. So, let’s go through three of the most important benefits of utilising an efficient CRM software for your sales, marketing, and customer relationship management.

Increased Conversions

Companies frequently lose sales as a result of failing to move leads up the funnel. These leads have a tendency to be lost in the shuffle. With a CRM platform, a company or sales professional can see all leads and opportunities in one location and schedule follow-ups more effectively, thereby increasing conversion rates. Sales staff can also use a CRM application to arrange email blasts when the company has exceptional offers, resulting in higher conversion.

More information about leads and customers

The capacity of CRM software to scrape lead data from a potential customer’s email or social media accounts is critical. When a CRM is coupled with an email channel or a LinkedIn account, it may collect all kinds of useful lead data, such as their company, email, phone number, the school they attended, master’s degree they may have, and so on. This data is critical to the relationship-building process and could help segment and target offers more effectively.

More efficient processes

CRM software can help you save a lot of time by automating numerous computer learning processes. Companies can use this advantage to speed up client onboarding, customer service, sales follow-ups, upsells, and other sales activities.

CRM Solutions for Small Businesses

One would believe that CRM software is exclusively used by medium to large businesses. However, according to research, 91 percent of businesses with more than ten employees currently use a CRM platform. CRM is not just a game for the wealthy. Smaller players can now benefit from it as well, thanks to digital transformation. Even with a lean or one-person sales force, this innovation gives smaller players the strength of a big sales organisation.


RisePath CRM solution is an all-in-one cloud suite of applications that has been cleverly developed to serve a variety of business needs from a single platform. RisePath‘s many applications ensure that all of your company’s needs are met, and you have fast access to all of the capabilities. A robust CRM solution combined with best practices increases staff productivity and yields better results.

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