Which businesses suit which CRM software and which business functions count?

I found this article recently and it reignited thoughts around questions I have been asked so many times through my CRM career.  Business owners that don’t understand or have a tainted view of what a CRM system is always ask why they need it and this article on Destination CRM covers some very good points. But as I always say, CRM is a much bigger picture and as an organisation you must think about what the end goal or process is as CRM software is great for holding all the information but what is it you really want to achieve. Let’s look at some examples of how CRM can be used to improve business activity:- Marketing: As a business you probably going to want to do s... [More]

The deeper impact of how CRM can increase business

CRM software is known by many people to be an effective way to automate different customer management tasks.  However, it can be used in a far for reaching way across all departments to manage customer data.  In this article I found on Business 2 Community we’re going to take a look at the different areas that the software can have a positive overall impact on. The avoidance of duplication In any sales team, wasted time is lost money. CRM software can massively cut down on the amount of time staff spend dealing with something that has already been done, such as returning calls and creating lists of customers that require call backs.  It can also help prevent duplicatio... [More]

CRM and content marketing drives your business

One of the keys to CRM success is using the software in combination with other marketing and sales techniques.  I recently found a good article that describes content marketing with in a business and this made we think about all the avenues of content that is used by MyCRM to build awareness and Brand. The article on CMS Wire cover content and keeping users engaged which is fantastic but there is also video and social media posts to consider. The key points below cover some to the topic areas that are important when creating and reviewing content used in your organisations Marketing approach. Post-sale engagement One of the keys to building up a detailed CRM profile on customers is ... [More]

CRM software – an advantage for the owner of a small Online business

Running a small business is not easy; a fact that rapidly becomes apparent to anyone taking those first tentative steps into the world of commerce. The product or service has to be right and if the enterprise is to succeed, customer service has to be top quality.  The advent of modern technology has made starting a business easier in some respects. Using the internet and social media it is now possible to quickly gain exposure for a new enterprise, promoting it at a lower cost and much more effectively than in the days of the old advertising techniques. Interaction with and relationship management of customers has also been made easier using modern technology. Knowing how to use these ... [More]

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]

Mobile marketing and how CRM can help

Mobile remains a crucial part of any modern marketing strategy, and effective use of CRM software can be vital in achieving success within this realm.  Today, we're going to look at some of the key methods for getting great results in the mobile world and how CRM software can help. From a number of posts I’ve made over the past year Marketing and sales are still the key crucial areas to drive new business.  Today we look at that favourite email marketing from a source article I found on Business 2 Community. Targeted mobile e-mails With more and more people now comfortable shopping on the web, targeted e-mails can be ideal in terms of helping to reach an audience.  Mo... [More]

Using CRM in different Sectors and Verticals

I came across this article on CRM buyer and it reignited thoughts of past implementations when CRM was still a new concept and every opportunity was an opportunity to sell to a new vertical.  What I mean by this was that the company I worked for would win a project say in energy and then they would present themselves as specialist CRM providers in the energy business sector. Things have moved on a lot since the early software days and the CRM market has matured a lot with major payers like Microsoft delivering great platforms like Microsoft Dynamics CRM along with a number of industry templates and solutions. But the truth of the matter is CRM software can still hugely benefit compani... [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]

CRM and business process management

We are always keen to take a look at different aspects of CRM and how the software can help to enhance each step of the process. Today, we are going to look at how it can link up with business process management. It can help improve efficiency The aim of investing in CRM software is, of course, to help improve sales conversion rates. Yes, relationship building is vital, but more sales is the ultimate goal. CRM software combined with a positive business process can help ensure that all sales staff members know exactly how to close each sale and gives them access to the information that enables them to do so. It minimises inconsistency CRM software, like all business software, has an ROI, ... [More]

How CRM software can help manage a company’s sales pipeline, when you know what it is! CRM that is!

From years of experience in the CRM market place I have come to realise, and some may disagree that CRM means many different things to many different people even when they are from the same organisation. I recently spent time with an organisation where the Sales Director sat across the table and clearly stated that “CRM is rubbish and it is all make believe and as an organisation we don't needed any of it!”.  My obvious response was just to smile and then, I asked why he thought that was the case.    I was truly surprised by the response which was “What we need as an organisation is something to manage Sales and Opportunity to know if our targets are going t... [More]