Using a CRM system has many benefits, including streamlining your business, increasing sales, and helping employees be more efficient. But, many companies utilizing CRM systems aren’t using the systems properly or maximizing the full benefits. Unfortunately, many companies spend a lot of time and money implementing a new CRM and never actually use the system to its full potential – don’t become one of those companies! Using a CRM system effectively provides much value and gives your organization a competitive advantage.
So, how do you know if you are getting the most out of your current CRM system?
Here are 5 capabilities your CRM system should be enabling your organization to do.
1. You can engage with customers on any channel or device
2. You can deliver fast personalized service and support
3. You are learning from every interaction with a customer
4. Your sales performance is improving
5. Your business objectives are being met
If any of these 5 capabilities are not being met for your organization, you are not maximizing the full benefits of your CRM deployment. This could mean there is functionality you’re not taking advantage of, it is time to upgrade to a newer version or that your current system is no longer the best tool for your business needs and it may be time to evaluate other systems.
Don’t lose your competitive advantage by lagging in Sales support technology. If your needs aren’t being met and you’d like to talk to a CRM expert, contact us and we’d be happy to chat.
Author: Janet Thomas, Director, D365 for Customer Engagement
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