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]

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]

Exploring social CRM in more depth, part 1

Social media has - and will continue to have - a big role in the world of CRM. A piece in hospitality technology previously shed light on the social side of customer relationship management, and over the next couple of days we're going to take a look at some of the key ways that it's benefits can be maximised. I recently blogged on the point of taking your business social see http://blog.mycrmgroup.com/post/2013/10/21/Does-socializing-your-business-mean-good-CRM.aspx  Here these is a review on some good points for all business Developing a strategy It is important for everyone involved in a team's marketing strategy to know exactly what the overall aim is in terms of the brand's pers... [More]

4 Potential CRM trends in 2014 to help your business get ahead

A great new article today from Business 2 Community which highlights some customer service trends.  One of the key parts of remaining successful in the CRM data world is to ensure that you stay on top of the latest trends.  Fortunately, a new piece in Business 2 Community has taken a look at some of the key trends that are likely to emerge in 2014: Below are 4 keys things your business may embrace over the next year. Social customer service comes into its own Because so many business are now using social media for CRM purposes (as they should be) the focus will now shift onto who's actually doing it well. Integrating the social side of things with all other customer service chan... [More]

CRM and Building a Business Sector Community

It's important to always try and stay on top of trends within CRM, as this is one of the key parts of obtaining success. Interestingly, many people believe that community will play a key part in the industry during 2014. Building an online community has long been considered a key part of general online success, and it's hard to imagine that it won't therefore impact CRM software in some way. It's likely that customer interaction through the community will become a key part of generating sales general. If run effectively, for instance, communities can provide a lot of relevant information to companies regarding the general viewpoints of customers, how they view certain products and ranges,... [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]

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]

Getting ROI from CRM not just Like for Like

A new article in Business 2 Community has chosen to take a look at calculating ROI when using a CRM system.  Interestingly, within the piece are several tips highlighting the different mistakes that are typically made when using the system.  These are well worth further exploring: Information silos Businesses will often simply replace one set of information silos with another taken from the CRM silos.  There is no thought to the process, and often the new set of data is no more valuable. Understanding the business process and how this is implemented is key to the success of not only the implementation but giving your Customer the experience they deserve. No reconciliation ... [More]

CRM and the sales team

A new article in the Business News Daily has taken an interesting new approach to the CRM process by asking exactly how the Wizard of Oz can teach companies about the CRM process.  There are actually some interesting lessons within the piece:   Sales teams should concentrate on closing   It's important to remember that any CRM software should be used to help compliment the work that the sales staff are carrying out, and shouldn't mean that they spend all of their time simply adding information to a database: as the article states, they're not data entry clerks!  It's important that the CRM software makes the sales process simpler.   Optimise the solution around... [More]