How is your CRM programme functioning? Is it on the right track? These are some of the relevant questions which need to be answered at the starting of a new year. The ‘New Year’ period is considered as appropriate to take a close look at the present status and also if needed, for setting revised targets for the upcoming year.
Now, let us take a close look at the relevant points which needs to be taken care of –
- Finding out what is working and what is not
One of the foremost thing which needs to be reviewed is how well the programme is working or functioning in favour of the original objectives. This needs to be seen on regular basis but is also preferable that everyone is gathered and detailed discussion is being carried out.
The ability to find out what is working can help focus on the original benefits. Focus on those key areas where things are not displaying the desired results and also find the reasons for it.
- What are the things you aim to measure?
Does your CRM have ‘project success factors’? These are the targets which should be attainable and also at the same time measured by a CRM tool. It is about measuring those essential activities which has the ability to push the growth to a higher level.
For instance, if the primary business objectives are to raise the time your sales teams is spending with the customers, then it is essential to define the appropriate meaning of time spent and then measure the success of related processes.
Some unusual thinking is needed for ensuring that appropriate things are measured, but at the end it will give results.
- Who all are on side?
A CRM tool should focus more on people than on software. Hence, if a CRM is not working then it is time to find out people’s attitude towards it. It is essential to find out who are using this tool, who are not and why they are not using it. The inconstant user behavior can cause problems and mainly for those who are feeding data.
If bringing improvement in internal efficiency is your aim, then it needs to be ensured that all the users are persistently using this tool. Thinking about the possible changes which needs to be made is essential to make a CRM as a valuable tool for the firm.
The article is also available at http://www.basearticles.com/Article/44587/Enhance-CRM-efficiency-in-New-Year.html
https://www.linkedin.com/pulse/enhance-crm-efficiency-new-year-songbedna-bauri
Now, let us take a close look at the relevant points which needs to be taken care of –
One of the foremost thing which needs to be reviewed is how well the programme is working or functioning in favour of the original objectives. This needs to be seen on regular basis but is also preferable that everyone is gathered and detailed discussion is being carried out.
The ability to find out what is working can help focus on the original benefits. Focus on those key areas where things are not displaying the desired results and also find the reasons for it.
- What are the things you aim to measure?
Does your CRM have ‘project success factors’? These are the targets which should be attainable and also at the same time measured by a CRM tool. It is about measuring those essential activities which has the ability to push the growth to a higher level.
For instance, if the primary business objectives are to raise the time your sales teams is spending with the customers, then it is essential to define the appropriate meaning of time spent and then measure the success of related processes.
Some unusual thinking is needed for ensuring that appropriate things are measured, but at the end it will give results.
- Who all are on side?
A CRM tool should focus more on people than on software. Hence, if a CRM is not working then it is time to find out people’s attitude towards it. It is essential to find out who are using this tool, who are not and why they are not using it. The inconstant user behavior can cause problems and mainly for those who are feeding data.
If bringing improvement in internal efficiency is your aim, then it needs to be ensured that all the users are persistently using this tool. Thinking about the possible changes which needs to be made is essential to make a CRM as a valuable tool for the firm.
The article is also available at http://www.basearticles.com/Article/44587/Enhance-CRM-efficiency-in-New-Year.html
https://www.linkedin.com/pulse/enhance-crm-efficiency-new-year-songbedna-bauri
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