Contact us today!

FRS Pros Blog

How to Use a CRM Effectively

How to Use a CRM Effectively

There are a lot of businesses that depend on their Customer Relationship Management (CRM) platform. It’s not just used to manage their customer relationship, it also helps with production, invoicing, operations, human resources, and more. Today, we’ll take a look at the CRM and see how strategic use of this platform can help build your business. 

The Concept of a CRM Strategy

With so many businesses relying on a CRM, it’s important to find a strategy that works to optimize your use of the software. Here are a few ways a CRM can work to help your business:

  • It condenses data in context to help you be able to use it for reference. 
  • As its name suggests, a CRM helps manage the company’s customer interactions.
  • Eliminating redundancy, it helps promote an efficient sales process. 

A CRM Strategy that works, starts with a plan. Here are some tips on how to go about planning out a solid strategy:

  1. Understand Your Goals and Strategize For Them
    What are your business’ goals? How can you use your CRM to make those goals possible? When you have considered what exactly you want and how you want to go about it, you should start setting up your CRM to reach these goals. 

  2. Analyze and Organize Your Team
    Your staff may not always share your optimism when incorporating new software, but when rolling out your CRM, you need to make them understand how it will change their jobs, and how the software will change the business as a whole.

    To get the best results you will need to set expectations early, so that your team knows their specific roles in the use of the CRM. Additionally, you will want to set some easy-to-track key performance indicators (KPIs) that will help you measure the progress they are making.

  3. Implementing Your New Solution and Strategy
    You will want to determine how the different accounts will be divided up within your CRM and concoct a policy of collecting all the information you need from a contact that is going to be included. You should also strongly consider mapping out your sales processes for each of your services so it is easier to manage your brewing business.

    It is also a good idea to keep your software requirements in mind when selecting your CRM, as you will want to select a title that plays nicely with your existing solutions. Is your chosen email platform Outlook? You’ll want to be sure to find one with a built-in integration.

If you need help rolling out a new CRM, or setting up your CRM strategy, the knowledgeable experts at FRS Pros can help. Call us today at 561-795-2000 to talk to one of our consultants about CRM best practices and management tips.

Tip of the Week: Keyboard Shortcuts Using the Wind...
How to Judge the Quality of an IT Provider’s Servi...

Mobile? Grab this Article!


Tag Cloud

Tip of the Week Security Technology Best Practices Productivity Network Security Privacy Business Computing Hackers Software Internet User Tips Google Microsoft Cloud Hardware Innovation Business Management Computer Data Efficiency Windows 10 Smartphones Email Tech Term Data Backup Communication Hosted Solutions Mobile Devices Cybersecurity IT Services Malware IT Support Upgrade Office 365 Data Recovery Android Smartphone Browser Business Outsourced IT Internet of Things Gadgets Backup Windows Small Business Apps VoIP Workplace Tips Users Communications Data Security Phishing Managed IT Services Cloud Computing Information Automation Disaster Recovery Cybercrime Business Continuity Saving Money Operating System Mobile Device Management Managed Service Miscellaneous Network Ransomware Facebook Two-factor Authentication Server Money Artificial Intelligence Vulnerability Alert Collaboration Passwords Law Enforcement Social Media OneNote Blockchain Employer-Employee Relationship Applications Managed IT Virtualization Wireless Chrome Spam Networking Microsoft Office Best Practice Managed IT Services Holiday IT Support Health Quick Tips Windows 7 Google Drive Settings Unsupported Software Augmented Reality BYOD Retail App Bandwidth Telephone Systems Tech Support Word Information Technology Access Control Project Management Patch Management Printing Data Storage Password Bring Your Own Device Mobile Device Hacking Data Breach Windows 10 Gmail Save Money Computers Managed Service Provider Router BDR Fraud Budget Business Technology Cost Management Hosted Solution IT Management Wireless Technology Software as a Service Search Evernote Avoiding Downtime Mobility Marketing WannaCry Paperless Office Hard Drive Display Commerce Data Management User Error Application Human Resources Productivity Cortana Encryption Mobile Office Payment Cards Going Green Social Safety Sports Data Loss Conferencing SaaS Government Proactive IT Telephony Google Docs Robot Wireless Charging Touchscreen Risk Management Mobile Security WiFi Devices Vendor The Internet of Things VPN iPhone Google Assistant Wi-Fi Update Hybrid Cloud Audit Voice over Internet Protocol Meetings Shortcut Travel History Data Protection Politics File Sharing Excel Computer Fan PC CRM Recovery Data Privacy Upgrades Scam Threats Disaster Apple Amazon Downtime Inventory Sales Proactive Education Digital Signage Tablets Maintenance Gamification Keyboard Shortcuts Hard Disk Drive Storage Social Engineering 5G Windows Server 2008 R2 Sync Accessory Samsung Facebook Privacy E-Commerce Transportation AI Administrator FAQ Laptop Scams Edge Virtual Assistant Streaming Media Websites Testing Firewall Lithium-ion battery NFL eWaste Memory Private Cloud IT Solutions Legal Identities YouTube Computer Forensics Peripheral Webinar Antivirus eCommerce Ciminal Alexa for Business Smartwatch HIPAA Access Charger Chromebook Co-Managed Services Touchpad Consultant Virtual Private Network Hosted Desktop Chromecast Data Theft Camera Remote Monitoring Battery Processor Device Security Financial Payroll Legislation Language Employees Instant Messaging Hacker Development Adobe Workers Management IT solutions Fiber Optics Employee Emergency Server Maintenance Remote Work Internet Exlporer Telephone Humor Remote Workers Smart Devices Gifts Computing Projects Point of Sale Benchmarks Windows Ink Security Cameras iOS WIndows Server 2008 Comparison OneDrive Keyboard Micrsosoft Uninterrupted Power Supply Licensing Updates PowerPoint Admin Personal Information Windows 10s HBO Entertainment Holidays Microsoft Excel IT budget Break/Fix Computer Care Nanotechnology Investment Outlook Hyperlink Screen Mirroring Identity Theft Managed IT Service Sabotage Troubleshooting Credit Cards Identity App store Printers Unified Threat Management Office Myths Google Maps Spyware Machine Learning Reputation Copiers Specifications Virus Employee-Employer Relationship Data storage Business Intelligence Microsoft Word Wireless Internet Saving Time Solid State Drive Files Medical IT Remote Computing Root Cause Analysis ROI DDoS Value Wasting Time Emails Cast Vendor Management Managed Services Provider How To Books Text Messaging Hiring/Firing Video Games Experience Virtual Reality Twitter Work/Life Balance Current Events Electronic Medical Records Office tips Crowdsourcing Employer Employee Relationship Communitications Advertising Cache Benefits Phone System Save Time Thank You Training Monitors Computer Accessories Smart Technology Flexibility Music End of Support Television CrashOverride Congratulations HaaS Relocation Company Culture Scalability Analytics Compliance Black Market Cleaning Net Neutrality Big Data PDF Automobile Managing Stress Mobile Computing Regulation USB Worker es