6 key points on getting customer service right

It is important to never forget that the C in CRM stands for customer.  As a result, it is important to ensure that a company maintains its emphasis on good customer service.  These are some of the key factors: Happy customers are returning customers It is important to ensure that the main aim of using CRM software is still to build positive, ongoing relationships with customers.  If they feel that a company really values them, then they will be far more likely to return to it. Set and manage realistic expectations Effective CRM strategy is implemented through providing both clients and customers with genuinely realistic expectations.  Once these have been set out, it... [More]

How to use CRM software to encourage growth

One of the questions I get asked regularly is will a CRM help my business grow, and done properly the answer would be yes every time. One of the key benefits of using effective CRM data is that it can help to increase growth in the company.  That's why we're going to take a look at a new piece on the web that's highlighted some of the key methods for helping to increase this growth. This IS key to understand what you want out of your CRM and your business and this implemented correctly will drive growth is sales and repeat business. Sales funnel analysis Examining a sales funnel (i.e. the data that shows how many contacts are moving into each stage of the sales process) is an effecti... [More]

Choosing a great CRM software system

  A new article featured in Business 2 Community has covered some excellent beginner tips for making the right decision with regards to purchasing the right CRM system.  These are some of the standout points: Actually knowing what you want  Because modern CRM software is so versatile, different businesses will likely invest in it for different reasons.  As a result it is important for each business to know exactly what they are seeking to get out of investing in the CRM system.  A set of individual goals is probably the ideal way to manage this. Does it promote user adoption? It is always worth keeping in mind the fact that insights gained from CRM software are ... [More]

Why CRM software use needs to be consistent

After looking through a number of pieces this weekend I found a number highlighted some key facts and some of the key reasons for ensuring consistent application within the CRM process and why this was extremely important to a business.  Here are a few to take a closer look at. With No CRM - It can lead to misguided communication One of the keys to success is ensuring that customers feel like they are being specially treated and CRM software enables a company to provide the customer with relevant product promotions in order to do so.  Ineffective infrequent use of the software means that a customer is likely to receive communications irrelevant to them.  When calling if the ... [More]

Convert CRM records to PDF and email attachment ePDF for CRM2013 RELEASED

Over the next few weeks we will be releasing versions of our product range for #CRM2013 and following on from our release of eMap last week http://blog.mycrmgroup.com/post/2013/11/05/Using-Maps-to-find-your-way-in-CRM-2013!-EMAP-2013-RELEASED.aspx We are now ready for the next solution: Popular since CRM 4.0, our ePDF solution is now fully compatible with Microsoft CRM 2013. Below are a number of screen shots that walk through the process of quickly converting a record to a PDF attached to a CRM email. For the purpose of this overview of the ePDF functionality we have used the quote record, but ePDF can be added to nearly all CRM entities that have a report, including custom entities. Fi... [More]

Choosing the right CRM system, software and provider.

As part of my quest to find relevant news articles and blog posts on CRM I found this new article in Business News Daily.  The article poses some interesting points for those looking to invest in a new CRM system, particularly those that are thinking about investing in new software.  The points below can be raised when considering many things for your business but consideration has to be given to cost, ROI (Return on Investment) and longevity of a solution. Also give thought to who is providing what, as although a hosting provider may offer software they might not offer consulting that is specific to your business sector or the manufacture of the software may provide it as a serv... [More]

Unique ways that CRM can aid a company

A new piece in the Box Free IT website has taken an in-depth look at the CRM industry. It has highlighted some of the key benefits that CRM can have with the emphasis firmly on providing genuine results. The first point that is highlighted in the piece is that CRM data and software can help to introduce a genuine system to smaller businesses.  SMEs often lack an in-place system designed to help record and follow up on potential prospects, which means that some genuine leads often fall through the cracks, leading to a revenue loss. Secondly, it highlights the value of putting into writing all of the steps of its sales process.  CRM software can enable a company to both initially d... [More]

What is CRM and how can I use my CRM data?

If you have ever asked yourself “what is CRM all about, and why does my business even need one?” then take a read though and I’ll try to explain how you can use the data you accumulate in your CRM system. But firstly - and lots have people have asked me this one - “What is CRM?” In short it is a database you collect information about your customers in.  I’d be surprised if you don’t already have one, although it might not be super effective and it might not be Microsoft Dynamics CRM. You might even have several with different information - some on spreadsheets like Microsoft excel. In this latest article, I try to discuss how CRM data can be us... [More]

Questions to ask before investing in your next CRM system

A CRM system can have a number of positive impacts on almost any company.  However, it is important that before a system is invested in, certain key questions are asked of it: Is it easy to use onboard? It is important to make sure that one, intuitive cross-referencing tool is used in order to allow that offline customer data is used in order to increase the online audience.  This should be do-able in an immediate, genuinely actionable way. How compatible is the system? It is important for a CRM system to be able to link up effectively with other data and tools.  Therefore, whatever particular apps a company considers essential, whether it is advertising click data or shop... [More]