How Can My Business Maximise its CRM System?

Angela McDonald • 11/04/2018

Business is driven by data, so the more data your business has regarding its customer base, the more informed decisions you’ll be able to make. CRM systems have the ability to collect a wide array of consumer data, ranging from basic demographic profiles to consumer behaviours and tendencies.  

However, managing these systems is a full-time operation and shouldn’t be placed on the back burner. Many companies struggle to fully utilise their CRM systems, purely due to lack of resources.

 

Choose a system that works for your business.

Regardless of the features you require, you will be able to find or build a CRM system that has the capabilities to perform the tasks you require. With countless options on the market, it doesn’t matter if you require a cloud-based system or physical hardware, a package with highly customisable features or a basic package. The options available are endless.

However, not all systems or providers are created equal. In order to generate the highest possible return from your CRM operations, it should be considered as a serious investment in your business’ future, therefore, you will need to conduct a thorough investigation. It is essential that you take the time to analyse the strengths and weaknesses of all applicable systems to avoid operational and financial costs associated with changing CRM systems at a later date.

 

Provide continuous training for staff

The benefits of a comprehensive CRM system are unquestioned. They have the ability to take your customer relationship to the next level. In order to benefit fully from your systems, your staff members need to continually upskill themselves in its capabilities.

Failing to properly educate and train your staff on your CRM system, could result in it essentially becoming an online filing cabinet. Throughout the training, focus on two key aspects: Firstly, promote the importance of using these systems, secondly, prioritise the various datasets that can be produced and how to interpret it.

Depending on the provider or platform you decide upon or build, your CRM will be subjected to regular upgrades and improvements. As these updates are implemented, hold regular staff workshops or training sessions to improve your employees understanding of the system.

 

Analyse the full customer scale

CRM systems are specifically designed to collect and analyse massive amounts of customer data from a variety of sources. However, if your business isn’t translating this data into tangible leads, you might as well still be using a spreadsheet.

In order to maximise the data collected, use your CRM system to analyse and produce accurate reports regarding your customer base. Your system will be able to break down the data into almost any demographic or segment you desire. This should then be used to inform future business decisions and follow customers leads.

Also, don’t be afraid to use it to see which demographics or segments are lagging behind. The cost of communicating to a segment that isn’t responsive will have a negative flow-on effect for your business. Use your CRM systems to analyse the entire customer scale, from high to low and use this to determine if you need to cut-off underperforming groups.

 

We can manage your entire CRM operation

As these CRM systems are increasingly becoming digitised, businesses are being exposed to cost-effective and safe ways to managing this operation. Partnering with Deployed to manage your business’ CRM operations connects you with a highly skilled and experienced workforce that can manage every aspect of your CRM operation.

Whether you require a CRM system built or management of your current system, we can facilitate your needs. Deployed has previously partnered with a number of large financial institutions to build unique CRM systems that have allowed them to optimise their customer database.

 

When you create an offshore CRM team with Deployed, we are able to facilitate and manage any staffing needs you require. Whether this is a regular workshop to discuss new features or expanding your CRM scope, we will manage it.

If you would like to discuss how your business could benefit from a specialised CRM team in the Philippines, contact us today to speak with one of our experienced advisers.