1. Free Cashflow Stress Test
  2. Free Survival Planning Session
  3. 7 Steps to Pivot Your Marketing
  4. SWOT Examination and Opportunity Planning Session
  5. BDC Small Business Loan
  6. What is the Temporary Wage Subsidy for Employers?
  7. EWSP (Employment Work Sharing Program)
  8. Business Oxygen
  9. How to Close More Sales
  10. Why Connecting with the Tough Decision Makers is Worth Your Time
  11. Having A Bad Day? Find Something Beautiful
  12. What are you worth?
  13. 10 Ways to Foster a Culture of Innovation and Creativity
  14. What are you Measuring in Your Business
  15. 7 Ways to Dramatically Grow Your Business
  16. Company Culture – How to Cultivate the Right Kind for Your Business
  17. How to Keep Your Employees Happy at Work
  18. Four Reasons to Use B2B Email Marketing
  19. Qualities of Good Leaders
  20. How Stress Can Affect Your Job Performance
  21. Making a Customer Relation Management (CRM) System Work For You
  22. Do You Have The Symptoms Of Affluenza?
  23. Culture Of Leadership
  24. A Business Coach Engages in Provocative Conversations
  25. Are You A Carrot, An Egg, Or A Coffee Bean?
  26. Measure Your Way to Success by Using KPI’s
  27. Ensure a Good Return on Your Investment
  28. A Business Coach; A Clients Journey to Self Discovery
  29. Is Your Business Growing or Dying
  30. Breakeven Analysis
  31. Keeping Score in a Winning Business
  32. Exercise wisely…
  33. Roots
  34. Muck & Money
  35. Who said that?
  36. Why are owls so wise?
  37. Business Success: Eight Fundamentals
  38. Uncomfortable Conversations
  39. Are you working hard or just working long hours?
  40. Investing Time on the Right Tasks
  41. COACHING — Not just for GOLF!
  42. Don’t Think Outside the Box – Redefine It!
  43. Ten Reasons People Resist Change
  44. The Art of Delegating
  45. How to Make Your Business Writing Twice as Good
  46. Increase Profits by “Pruning” Your Business
  47. Features versus Benefits
  48. Are you lucky? Or just on your game?
  49. 10 Elements of a World-Class Company
  50. How fresh are your marketing strategies?
  51. Business: The $20,000 Phone Call
  52. Business – Game Changer
  53. Are you still learning?
  54. Riding a Dead Horse
  55. Business & Baseball
Thursday, April 2, 2020
  1. Free Cashflow Stress Test
  2. Free Survival Planning Session
  3. 7 Steps to Pivot Your Marketing
  4. SWOT Examination and Opportunity Planning Session
  5. BDC Small Business Loan
  6. What is the Temporary Wage Subsidy for Employers?
  7. EWSP (Employment Work Sharing Program)
  8. Business Oxygen
  9. How to Close More Sales
  10. Why Connecting with the Tough Decision Makers is Worth Your Time
  11. Having A Bad Day? Find Something Beautiful
  12. What are you worth?
  13. 10 Ways to Foster a Culture of Innovation and Creativity
  14. What are you Measuring in Your Business
  15. 7 Ways to Dramatically Grow Your Business
  16. Company Culture – How to Cultivate the Right Kind for Your Business
  17. How to Keep Your Employees Happy at Work
  18. Four Reasons to Use B2B Email Marketing
  19. Qualities of Good Leaders
  20. How Stress Can Affect Your Job Performance
  21. Making a Customer Relation Management (CRM) System Work For You
  22. Do You Have The Symptoms Of Affluenza?
  23. Culture Of Leadership
  24. A Business Coach Engages in Provocative Conversations
  25. Are You A Carrot, An Egg, Or A Coffee Bean?
  26. Measure Your Way to Success by Using KPI’s
  27. Ensure a Good Return on Your Investment
  28. A Business Coach; A Clients Journey to Self Discovery
  29. Is Your Business Growing or Dying
  30. Breakeven Analysis
  31. Keeping Score in a Winning Business
  32. Exercise wisely…
  33. Roots
  34. Muck & Money
  35. Who said that?
  36. Why are owls so wise?
  37. Business Success: Eight Fundamentals
  38. Uncomfortable Conversations
  39. Are you working hard or just working long hours?
  40. Investing Time on the Right Tasks
  41. COACHING — Not just for GOLF!
  42. Don’t Think Outside the Box – Redefine It!
  43. Ten Reasons People Resist Change
  44. The Art of Delegating
  45. How to Make Your Business Writing Twice as Good
  46. Increase Profits by “Pruning” Your Business
  47. Features versus Benefits
  48. Are you lucky? Or just on your game?
  49. 10 Elements of a World-Class Company
  50. How fresh are your marketing strategies?
  51. Business: The $20,000 Phone Call
  52. Business – Game Changer
  53. Are you still learning?
  54. Riding a Dead Horse
  55. 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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