Key decisions when choosing CRM software

When choosing between different CRM systems, there are a number of key decisions that a business needs to make. Today, we're going to take a look at what we consider the most important considerations. Users vs. non-users CRM software can be invaluable to a number of different departments, including sales, marketing and customer service. This means it is a good idea to double-check just how many people are going to actually use it. This can affect which software is chosen, as some packages may be more expensive when required to serve a large number of staff. Licensing could also be an issue. Connectivity It is also important to take a look at how well the software in question will integra... [More]

Creating the sales pipeline using CRM a 6 step plan

In my Last post I discussed how CRM managed sales in Microsoft Dynamics CRM but here I’m going to take a step back and review a 6 point plan I found on Business 2 Community Let’s look at exactly how that sales pipeline can be built and how CRM software can help you accomplish this task. Finding the prospects There are a number of different ways to generate leads, and many of them are common marketing techniques.  However, CRM software can offer a substantial amount of help in this regard.  For example, it can be linked to a lead capture form such as a "Contact Us" page, where it can start to build useful customer information right away. The contact data can be used ... [More]

Your CRM software can your teams minimise errors

CRM software is already well reputed for helping sales reps to improve their conversion through providing useful data about both the sales process and the customers themselves. However, it can also be useful in reducing mistakes by the sales team and other teams.  Here's how: It can help record calls Some CRM software is capable of recording calls between potential clients and sales reps, meaning that they can then be gone back over once the call has completed.  This serves two purposes: firstly, it means that the rep that made the call can analyse their technique and see if they're making and repeating mistakes.  It also means that any other members of the team that pick up... [More]

A number of things to think about when getting your CRM features set up in 2014

With the New Year celebrations now done and dusted, and the plan for the New Year’s Resolutions beginning to fade then now is the perfect time to start considering exactly which CRM system or how to extend your current Microsoft Dynamics CRM to meet the growing expansions for 2014 / 2015. Is there ever a right time to take stock of your business and CRM needs that will improve the way you track interact and support your customers? Well I would argue yes now is the right time as country and global economies begin to grow and the feeling of confidence returns, now is the time to make sure your business processes are set up and ready for the next year. After spending what is now some 15... [More]

CRM and Marketing for better Sales

After reading an interesting article of Business 2 Community I have to concur that a CRM system remains an effective investment for many people. However, there are several keys to making it work, especially within marketing. This is interesting, as it's often seen as being part of the more specific sales-side of things. Interestingly, though, statistics showed that 46% of marketers using more mature lead management processes will then in turn have sales teams that follow up on more than 75% of the leads they've generated. Sales teams linked to 25% of these marketers will be able to contact prospects within around a day - the figure otherwise is around 10%. There is obviously, then, a lot of... [More]

5 Steps to migrate to new CRM software

If you've made the decision to move to a new and more productive CRM system, then it's important to be able to justify the migration. A new piece in the Business 2 community website has highlighted some of the ways in which this can be justified. Through research Anyone who's made use of CRM software before knows how vital it is for the software to be fully compatible with the needs of the team. If you're able to highlight some of the ways that the new CRM system will blend in with company processes, then you're halfway towards selling it. Discuss the idea with everyone It's important to discuss every aspect of the CRM process with the sales team. Try and glean from them information rega... [More]

Top CRM buyer trends in 2013 by Software Advice

An interesting set of research results has been highlighted by Software Advice an organisation that typically helps buys of software pick the right solutions You can see the full article here http://www.softwareadvice.com/crm/buyerview/report-2013/ The research was conducted with 5,279 software buyers between January and August this year and uncovers the top deployment model, features and motivation for evaluating new technology. Here are some of the key findings:  · Of companies who indicated a deployment model preference, 96 percent requested a cloud-based solution · Seventy five percent of integrated suite buyers requested sales force automation ·&... [More]

Managing the CRM process in your business

I recently came across an interesting new article in Forbes has explored some important points regarding the buyers journey, a number of which can be linked to the CRM software process. Use the software tactfully CRM software can be genuinely invaluable. However, it's important to ensure that it is presented to the sales staff in a way that isn't too threatening. Rather than presenting it as some sort of all seeing eye, it should be presented as exactly what it is: software that can make the lives of sales staff far easier. Buyers can channel-surf It is important to remember that in the digital age, buyers use the web at every single stage of the process. Previously, it was normal to est... [More]

How can CRM software help manage the sales funnel?

There are a number of different benefits to CRM software, and one of these being how it helps to manage the sales funnel. A new article in the Smart Data Collective has highlighted some of the ways that it does so, and we're going to take a closer look here: It records all of the interactions CRM software enables the company to build a definitive repository for customer contact data, meaning that it can in effect replace three things: the company's individual contact list and address book, the main marketing database and the resolving issues database. All three can be monitored from one place. It provides a pipeline to follow If it's been configured properly, then the CRM software used s... [More]

Building efficiency in customer interactions

A new piece in 1 to 1 media has highlighted some of the key ways that CRM based customer interactions can be helped to be more efficient.  The points are worth further exploration: Reduce the time between engagement and action One of the keys to obtain real time CRM data is that it enables the company to act quickly in meeting the needs of customers.  This is important to adhere to. Ensure customers are empowered One of the keys to modern customer service is to ensure that the customers are engaged.  It is important for customers to always know exactly what they can do to take action.  The old call to action never stops being useful! Reduce any complexity Another ke... [More]