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
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
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