Five Steps to CRM Success

A customer relationship management (CRM) system can support and improve just about every aspect of any business. However, as with many technologies, most people just scratch the surface of what the systems can do, thus not fully grasping the core benefits. Whether you’re a beginner or experienced user, here are a few tips to improve your CRM experience.

  1. Take baby steps – Start by focusing on the things you already can do, then build from there with your CRM program.
  2. Live it and breathe it – Make your CRM system “the cornerstone of all client interactions,” said Karen Yeates, executive vice president of information technologies for Signature Travel Network.
  3. Begin at the beginning – Record interactions at the point of inquiry, not at point of sale.
  4. Make it a habit – You’ve got to commit to it. If you don’t commit, then you don’t have great data. And if you don’t have great data, what’s the point?
  5. Track the trends – It’s important to use CRMto track sales, so you know what’s hot and what’s not.

CRM data helps you see the big picture, identify the trends, and decide where to focus your marketing efforts.


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