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Tuesday, 16 September 2014

Understanding the role of CRM in an organization

9/16/2014 12:26:00 pm

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Companies across the globe are becoming convinced that CRM is important for carrying out business operations effectively and efficiently. Although, a CRM tool is valuable in nature, it can’t be of any use if not used in the right way.

There are multiple reasons why CRM is never able to take hold in an organization –

- You are not able to bag buy-in from the complete staff.

- It does not look automated in nature.

- The software gives the impression of bring complicated in nature.

Now, the relevant question which arises is how is it possible to convince the partners and also the employees about using a CRM tool? One of the easiest ways of increasing its usage is by using it at the management level. To raise the adoption level, it is better to convince the partners and also managers about using it.

Moreover, persuasive points can comprise enabling improved management of tasks and assignments, a central place for maintaining the notes of phone conversations with the customers, and also as one stop place for locating the customer details, comprising of phone numbers, emails, birthdays, etc. When the top management will set the example, the pressure will be felt the executives to adopt it as well.

Every company should be able to understand that it is not just one time experience and to increase its effectiveness, it needs to be accessed and also updated every single day. It should be automatic in nature similarly to outlook and must be accessed all throughout the day. In other words, it won’t be incorrect to say that taking notes during a client call needs to be done in the CRM directly. During the assignment of a project, it is advised to make the entry directly in CRM itself. It is suggested that checking the CRM on frequent basis for viewing the updates, new task assignments and also completed tasks is essential for increasing its usage.

It does not make any difference which CRM you are using as there will be number of functionalities that you will found useful in a CRM. It has the potential to become the command central of a company and the investment pays off in manifold.

The article is also available at http://www.basearticles.com/Article/17284/Understanding-the-role-of-CRM-in-an-organization.html

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