1. BizX Canada Awards
  2. How to Close More Sales
  3. Why Connecting with the Tough Decision Makers is Worth Your Time
  4. Having A Bad Day? Find Something Beautiful
  5. What are you worth?
  6. 10 Ways to Foster a Culture of Innovation and Creativity
  7. What are you Measuring in Your Business
  8. 7 Ways to Dramatically Grow Your Business
  9. Company Culture – How to Cultivate the Right Kind for Your Business
  10. How to Keep Your Employees Happy at Work
  11. Four Reasons to Use B2B Email Marketing
  12. Qualities of Good Leaders
  13. How Stress Can Affect Your Job Performance
  14. Making a Customer Relation Management (CRM) System Work For You
  15. Do You Have The Symptoms Of Affluenza?
  16. Culture Of Leadership
  17. A Business Coach Engages in Provocative Conversations
  18. Did you Make Your Move in 2018?
  19. Are You A Carrot, An Egg, Or A Coffee Bean?
  20. Measure Your Way to Success by Using KPI’s
  21. Ensure a Good Return on Your Investment
  22. A Business Coach; A Clients Journey to Self Discovery
  23. Is Your Business Growing or Dying
  24. Breakeven Analysis
  25. Keeping Score in a Winning Business
  26. Exercise wisely…
  27. Roots
  28. Muck & Money
  29. Who said that?
  30. Why are owls so wise?
  31. Business Success: Eight Fundamentals
  32. Uncomfortable Conversations
  33. Are you working hard or just working long hours?
  34. Investing Time on the Right Tasks
  35. COACHING — Not just for GOLF!
  36. Don’t Think Outside the Box – Redefine It!
  37. Ten Reasons People Resist Change
  38. The Art of Delegating
  39. How to Make Your Business Writing Twice as Good
  40. Increase Profits by “Pruning” Your Business
  41. Features versus Benefits
  42. Are you lucky? Or just on your game?
  43. 10 Elements of a World-Class Company
  44. How fresh are your marketing strategies?
  45. Business: The $20,000 Phone Call
  46. Business – Game Changer
  47. Are you still learning?
  48. Riding a Dead Horse
  49. Business & Baseball
Monday, February 24, 2020
  1. BizX Canada Awards
  2. How to Close More Sales
  3. Why Connecting with the Tough Decision Makers is Worth Your Time
  4. Having A Bad Day? Find Something Beautiful
  5. What are you worth?
  6. 10 Ways to Foster a Culture of Innovation and Creativity
  7. What are you Measuring in Your Business
  8. 7 Ways to Dramatically Grow Your Business
  9. Company Culture – How to Cultivate the Right Kind for Your Business
  10. How to Keep Your Employees Happy at Work
  11. Four Reasons to Use B2B Email Marketing
  12. Qualities of Good Leaders
  13. How Stress Can Affect Your Job Performance
  14. Making a Customer Relation Management (CRM) System Work For You
  15. Do You Have The Symptoms Of Affluenza?
  16. Culture Of Leadership
  17. A Business Coach Engages in Provocative Conversations
  18. Did you Make Your Move in 2018?
  19. Are You A Carrot, An Egg, Or A Coffee Bean?
  20. Measure Your Way to Success by Using KPI’s
  21. Ensure a Good Return on Your Investment
  22. A Business Coach; A Clients Journey to Self Discovery
  23. Is Your Business Growing or Dying
  24. Breakeven Analysis
  25. Keeping Score in a Winning Business
  26. Exercise wisely…
  27. Roots
  28. Muck & Money
  29. Who said that?
  30. Why are owls so wise?
  31. Business Success: Eight Fundamentals
  32. Uncomfortable Conversations
  33. Are you working hard or just working long hours?
  34. Investing Time on the Right Tasks
  35. COACHING — Not just for GOLF!
  36. Don’t Think Outside the Box – Redefine It!
  37. Ten Reasons People Resist Change
  38. The Art of Delegating
  39. How to Make Your Business Writing Twice as Good
  40. Increase Profits by “Pruning” Your Business
  41. Features versus Benefits
  42. Are you lucky? Or just on your game?
  43. 10 Elements of a World-Class Company
  44. How fresh are your marketing strategies?
  45. Business: The $20,000 Phone Call
  46. Business – Game Changer
  47. Are you still learning?
  48. Riding a Dead Horse
  49. Business & Baseball

If you’re not familiar with that CRM software does, it’s specifically designed to help facilitate and improve the communication and relationships between you and your clients. CRM software can do a wide variety of different tasks depending on which one you buy; common uses for a CRM system include account management, comprehensive analytics, data collection and extrapolation of future spending trends, and customer information. CRM systems function using the data that your customers give them, and from there the system can be used to guide future encounters and interactions with them.

CRM systems build off of the earlier computerized systems that were put into place back in the 1990s and early 2000s. These systems were primitive by modern standards, but they made it far easier to keep track of, and reference, each client that was a part of the business. All of a sudden, businesses could begin personalizing each interaction with their clients, regardless of how long they had been buying from the business. CRM systems are their modern successors, and the power they give business owners largely explains their growing popularity.

CRMs can be immensely useful if you know what you’re doing, but relying on them to do the heavy lifting for you is a mistake. If you want to impress your customers and give them an experience they won’t forget, you need to set yourself up for success with these programs. The following tips will help you make the most out of any CRM program you use.

1) Decide the manner of implementation before you buy

Investing in a quality CRM system can cost a significant sum of money. While it’s tempting to think that such an expense will easily pay for itself, you still need to know what exactly it is that you wish to accomplish if you want to get your money’s worth. Write out a plan and inform your team as to how you intend to execute that plan. If you want to increase client retention, start figuring out how you want to increase customer satisfaction. If you want new clients, find the features of the program that will help you reach your goal.

2) Train your employees well

This seems like a no-brainer, but I’m sure you’ve run into technical support staff who barely seem to know the program they’re ostensibly trained to help you with. It will take a bit of time and money to get your staff up to speed with your new CRM system, but the payoff will be well worth it. Clients who are being managed by a system your employees are ill-equipped to use will find out one way or another; don’t sour their goodwill by rushing implementation before it’s ready. This is especially true for management, since it will fall on them to make things right if an employee messes something up.

3) Pick a CRM system that works best for you

The core objective of any CRM is to improve and facilitate your relationships with your clients, but not all programs are created with the same customers in mind. Some programs contain features specifically geared towards a specific industry; CRM software designed for a bank will look different than one designed for a factory. This also means that you don’t want to automatically buy the most expensive piece of CRM software you find – the premium you pay for its use may not be of any value to you. You know your business’ needs best – investing in CRM software is a big adjustment, so you want to pick one that you know you’ll see the greatest benefit from.

Some CRM programs are actually free – and they work really well! Don’t be afraid to do your research before you commit.

Kent Boehm 
Business & Leadership Coach 
403.690.8363 or kent@ninebusinessgroup.ca
onbusinesscoaching.com
businesscoachingcalgary.com

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