Tag Archives: CRM

Key Performance Indicators Keep The Focus

Determining KPIs to measure CRM performance results for your companies’ departments Anyone who knows the true value of a CRM (Customer Relationship Management) system knows that they are actually geared towards the customer satisfaction. The focal point of the system is to determine how to grow your customer relationships so that you are both satisfied and they continually return to your company in the future. … Read More

Calculating Your CRM’s ROI

While CRM systems offer a multitude of benefits, those who do not fully understand them can be skeptical about their potential. One way to evaluate the effectiveness of a CRM system is to calculate the ROI, or Return on Investment, that your CRM will generate. Though some are hesitant to approach this task due to unfamiliarity with the system or lack financial aptitude, it is … Read More

CRM Systems To Build Customer Loyalty

It’s important for any business to measure customer loyalty. This allows companies to know when they are meeting customer expectations and in what areas they need to improve. The best way to do this is by using an effective CRM system. This will allow you to measure and build customer loyalty and get your business to the level you want while keeping your customers happy. … Read More

Not-So-Useful Metrics To Stop Measuring In CRM Systems

For any company to survive, it must have a system of measurement by which it monitors performance of employees, product, and advertising. Without one, chaos will soon reign as your costs will outweigh your income, employees may stagnate in their customer service, and a host of other misfortunes will befall you. There are plenty of articles out there about useful metrics for a CRM system, … Read More

Three Reasons You Should Have a CRM

Three Reasons You Should Have a CRM There are three primary reasons why you should have a CRM in place at your company, even if you have never used one before. There are critical benefits available to you when you select the right platform and use it on a regular basis to manage your company. History Matters The ability to go back in time and … Read More

Three Questions to Ask Before Choosing a CRM

Before you make the all-important decision about the system you’re going to use going forward, it’s smart to ask these key questions. Make sure you’ve done your research in advance. When you’ve determined your needs, there’s a better chance that one CRM will emerge as the clear winner for your business. What Processes and Tasks Need Managed? This is certainly your first step in selecting … Read More

3 Tips for Successful CRM Implementation

One of the best ways to ensure that you use a CRM in the most effective way is to follow several tips for optimal understanding across the board. The more that your team is clear about how to use the system effectively, the more likely it will be easier to discuss buy-in and get everyone on the same page. What follows are some of the … Read More

How Does Quality Customer Service Enhance Your Company/Client Relationship?

Good customer service has numerous impacts across your company, but it’s certainly the most important as it relates to your clients and their relationship to your business. Having a customer service action plan and protocol is critical to achieving your goals and constantly promoting this positive relationship. Available Customer Service Customer service needs to go deeper than having a company-wide commitment to putting the client … Read More

Five CRM Metrics to Pay Attention To

In past blog posts, we’ve talked about the downside of getting buried in data. Unfortunately, the way this evolves in the real world means that typically the person or team responsible for viewing data can get overwhelmed with too many data points, rendering much of any analysis useless. So here are some tips to identify five metrics that are worthwhile. Actions for Engagement Make sure … Read More

How to Conduct CRM Research

The research to select your CRM is just as important as how you intend to use the software over time. You need to carefully conduct your research so that you select the most appropriate solution for your needs.  Follow the process below to get the most out of your research and the CRM you select. Determine Your Needs This might begin with a needs analysis … Read More