4 Tips to get the most out of your CRM

Understanding how to use your CRM effectively and to its maximum potential is something many businesses previously overlooked. Due to changing market conditions and customer concerns, CRMs are now more important than ever before. Here are 4 tips on how to get the most out of your CRM system:

1) Ensure that your CRM is adaptable.

A well-integrated and easy-to-use CRM system can help employees create great customer experiences and manage their work seamlessly, as most executives (57%) said they had a hard time keeping their customer experiences up with the shift to remote work due to their systems not being well-equipped. They also cited challenges with managing information access and productivity.

2) Anyone can use CRM software, not just sales and customer service!

In order to maximise the potential of your CRM, it is necessary to realise that your whole organisation can use it. We are beginning to see more use of marketing in CRM systems, mainly for creating a more connected customer experience which is what all businesses prioritise. 62% of customers said their CRM is used by other users in the business, in addition to teams such as service and support.

3) Training your employees to use your CRM properly should take priority.

If your employees aren’t trained to use your system properly, you may as well not have a CRM at all. 53% of employees surveyed, voiced they need better training to use their company’s CRM. 57% explained how their systems are poorly integrated across their organisation. Improvement of
connection and consistency are two of the reasons why CRMs were created, so if your employees are not using the CRM properly, it’s likely that efficiency overall for your business is going to decrease.

4) Invest in being efficient, using AI (artificial intelligence)

Artificial Intelligence (AI) is now normality across many industries’ systems, even CRMs. Newer CRM systems focus on automation so employees can put their time into more meaningful tasks. Hence AI improves productivity. Proactive recommendations are also a must for employees, making tasks quicker and easier so they can focus on what’s most important.