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]

Dont let you Business get dragged backwards by the Myths about CRM software

I found this article recently and thought I would post some of the points outlined as it is true, I regularly get asked why should we bother, and although CRM software is often an essential tool for businesses to enhance sales, generate helpful information, and gain the ability to successfully manage the sales process, it can be perceived as over-priced, fragmented, and underutilised. Business 2 Community have written an article, trying to dispel some of the more common myths, and we have covered the main points below: Troublesome to implement Populating a new CRM can often be perceived as a highly daunting task for managers, especially as you will have to deal with bringing your staff up-... [More]

Exploring social CRM in more depth, part 2

Yesterday, we started to take a look at some of the different ways in which the social media process can be improved and perfected. A lot of yesterday's focus was on the pre-management and selection of the software, whereas today we're going to look at the management of it. Engage important customers Whilst social CRM does indeed help to generate new customers, there are nonetheless always going to be particular brand advocates that regularly mention the products. These people are more likely to get other people to choose the firm, so it's important to get them involved through activities like sending through gift certificates or regularly re-tweeting them. Respond, fast One of the key b... [More]

CRM in 2014 the right choice for your business

Recently seeing this article on Customer Think Customer Think it gave me the opportunity to pen some thoughts about using CRM in your business in a growing economy.  As the world recovers from what was the worst financial correction in our recent history one thing that is for sure is that small and young businesses, and some of those that are established will be look for efficiency to help create growth.  Delivered and implemented correctly a software solution like Microsoft Dynamics CRM 2013 which enables growth and efficiently can help drive your organisations CRM Strategy. It's important to try and stay ahead of any industry in order to obtain success. That's why we thought it... [More]

Measuring CRM effectiveness and ROI

One of the biggest investments your business can make is software and hardware, so it is critical that the decisions made are not on a whim but made with the correct information to hand. As an investment, there's no doubting the fact that CRM software can represent excellent value for money. However, being able to measure exactly how effective it's being is a key part of working out exactly how valuable it's being. That's why a new piece on Investment News is worth looking at: it details some of the key attributes to look at in order to work out CRM software's ROI. Engagement How pro-active is the software in terms of actually creating engagement with customers. Yes, it sends out e-mails,... [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 aid different business processes?

After doing some research and reviewing a number of articles including this new piece on CIO.com, I just thought I‘d take the opportunity to cover off some of the key processes and areas that a good implementation of CRM can be used for. The article on CIO talks about 3 key areas and explores the CRM sector in a different way.  Essentially, it looks at three ways in which an effective CRM system can help to improve a company's business processes.  But from experience and understanding what CRM systems can be used for I’ve taken the opportunity to add what is missing. A CRM system implemented correctly is and can be so much more. The first three points below are correc... [More]

Customers want more personalisation from businesses

A new survey has shed light onto the attitude of modern consumers which highlights an interesting trend, revealing that despite concerns regarding the safety of their private information, many of them still want to receive more personalised data from businesses. This is usually found in the information that is sent to individual consumers. Organisations that used tailored marketing via email or web usually scored better with loyal customers. The SAS study showed that 71% of the 1,260 people surveyed did have some concerns regarding the recent revelations of data observation. 60% still expected businesses to be aware of their preferences and to understand their needs. 59% noted that they f... [More]

More to good CRM than just software!

CRM software has been developed to a high standard over the years and it is mostly considered to be very efficient. However, according to enterpriseAPPStoday, this might not be enough to make sure that there is a good customer experience.   The article highlights that only 65 of the Fortune 500 companies in the US in 1955 have survived to the present day, demonstrating the importance of being able to adapt quickly to changes in the market and ensuring that their service is still relevant to their customers.   The use of Customer Relationship Management software has helped companies of all shapes and sizes to adapt to the needs of their customers, but CRM also needs to take into... [More]