It’s very important to know the 6 Tips for your CRM Software. CRM systems, also known as customer relationship management systems, are critical tools for any organization that aims to create extraordinary relationships with its customers. 

However, there are situations in which it’s very likely that the value provided by a strategy is not achieved. For example, if the system has only been implemented to meet the specific needs of a company department, without automating and optimizing management processes with customers in general. That’s why you need to know the 6 Tips for your CRM Software.

The 6 Tips for your CRM Software

The design of processes from beginning to end can unite all the people in your company that interact with the client. They will also help you build lasting and profitable relationships with customers.

First, of the 6 Tips for your CRM Software, satisfy and exceed your customers’ expectations at any time

In many industries, the level of support a customer receives is governed by the level of service-level agreement, also known as the SLA. What is SLA? It’s a written agreement between a service provider and its customer in order to set the agreed level for the quality of said service. 

The ability of a company to meet service commitments is essential to win and retain customers. But without tools that allow you to manage the achievement of SLAs, organizations can break them, and therefore lose the trust of their customers.

The use of automated SLA management helps companies manage performance and consistently exceed agreement levels. In fact, a process-oriented can help you guide your service process during the life cycle. 

For example, the planning of incidents and actions can ensure priority and correct treatment. Alerts, for example, can be activated if it is a high priority case.

Second, provide the right information, to the right people, at the right time

To become a truly customer-centric company, all employees that interact with the customer need access to customer data. That’s why this is one of the 6 Tips for your CRM Software.

However, when there are so many different departments that come together to optimize the customer’s experience, a lot of data may be involved. That is why this should help companies make sense of how each user interacts with the system and aid you in analyzing the data. 

The creation of different types of users and functions should be a simple and effective process. By doing it this way, when users interact with the system, they see only the most relevant data to their job, or for the specific moment of relationship with the client.

Third of the 6 Tips for your CRM Software, ensure a more predictable cash flow

While many systems help commercial teams close contracts, they cannot keep track of what the customer actually pays. This is because traditionally the CRM focuses only on the generation and treatment of sales opportunities, and not the entire customer’s journey. But in a world where recurring payment models are becoming very common, payments can be lost and create liquidity gaps.

But with a modern focus on the process – customizations can track and manage the payment process as part of customer lifecycle management.

Smart workflows and the transparent connection can track against date fields, indicating whether the payment has been received for finances or not. When a payment is lost, alerts can be sent both to the customer and to a customer service agent, which triggers a follow-up call.

Fourth, fast delivery means happiness

Advanced workflows can also help break up departmental sluggishness and automate customer processes from start to finish. Process management, combined with the appropriate customer data, can help offer the highest levels of customer service.

For example, workflow design tools can help manage after-sales processes such as order fulfillment. This will ensure the quality of products or services delivered to the customer in an appropriate manner.

In addition, it can reduce the gaps in customer service and delivery services, reducing the time to generate revenue and improve customer experience and satisfaction.

Fifth, better alignment between sales and marketing

Marketing teams can create a wide variety of commercial materials for sales teams. But if the sales team does not have a clear idea of ​​what to share with leads, and when, a lot of the effort put could be lost. A more visionary approach is to use CRM to align marketing and sales to close these gaps between departments. 

Through the use of business processes in an advanced, companies can distribute the appropriate content to their sales teams on any established criteria.

This could be based on the follow-up of the activities of the leads through marketing automation tools. For example, by the purchase history, or by identifying what part of the purchase journey  the prospect is in and providing the appropriate information to push it to the next phase. By properly aligning the client’s journey with the appropriate sales tools, the salesperson looks less like a seller and more like someone who helps and collaborates in solving a problem.

Sixth 6 Tips for your CRM Software, create a total customer vision

CRM is not a set of applications or functionalities. It’s an integrated system that manages all the interactions of an organization with its customers. There are many sources and data systems that can feed that vision, and this is the link between them. 

It must be a system where anyone who interacts with the client can immediately see where the client is on their journey. They should also be able to see where they have been. The most important job is to be a tool to help the sales team succeed and send the interested client to the next stage of the journey.

Not all critical data must be visible in the CRM system. For that reason, it’s important that the system is a business level platform in which data is granted from systems on request. Likewise, the platform must be scalable and non-limiting. In other words, it should be truly capable of growing with the increase in its use and management of volumes and types of customer data.

Conclusion

These were just 6 Tips for your CRM Software. In order to truly succeed in your strategy, you need the best system in the market.

Innatos can help you develop and customize the software solutions that adapts to your marketing requirements.

Contact us today for more information.