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Chris Bell

5 Ways To Make The Most Of Your CRM System



In today’s connected, digital-driven corporate market, many companies are taking advantage of the latest software products, including customer relationship management (CRM) solutions.

Most business leaders understand that CRM systems store all of their data together in one place, but they might not yet realise how they can use this information to drive their business forward.

To help, we’ve put together a list of 5 ways you can take advantage of all the functions your firm’s CRM system has to offer and make it work for your business.

Increase Sales

One of the key benefits of CRM software is that every aspect of your business data and communication is connected, and you can use all of this information to boost your firm’s sales. There are various techniques that will help you to drive up sales using your CRM solution, helping you to take your company to the next level.

Improve Customer Service

Customers want efficient support from their service providers, and CRM systems help you to eliminate inefficiency by putting all of your information in one place. This means that you can put the details of every order in one place to be reviewed. You can also set reminders for certain tasks, or automate them, eliminating the chance of any aspect of the order being forgotten. This will help you to improve customer service and boost customer retention.

Access Your Business Data On The Go

If you operate in an industry that requires a lot of time spent away from the office, it can be hard to find the time to sit down and analyse data in detail. intelliO is a cutting-edge CRM solution that gives you and your team the opportunity to securely access all your business’s data from a smartphone, tablet or laptop, wherever you are. This means that you can enjoy all the benefits of your CRM system, even when you’re not in the office.

Make It Easier For Salespeople To Cross Sell

As well as helping boost general sales, CRM solutions can also help your firm to cross or up sell to existing customers. Cross selling can be hard if you’re not completely certain of what a customer has booked or already received from their existing order, but with this information all in one place your sales teams can cross sell to customers and help your business to grow and prosper. They can also schedule email campaigns that interlink and can draw customers in to buying even more services from your business.

Bring New Team Members Onboard Efficiently

Staff are a crucial part of any organisation, but the right talent and cultural fit can be hard to find. Despite this, research shows that many candidates have experience leaving a new job because of a poor onboarding process. A CRM system can make it easy to show new team members everything they need to keep them engaged right from the moment they arrive. This will help them to fit into your organisation and get on with their role quickly.