1-800-SOFFRONT sales@soffront.com

One of the most common things we hear from our client is, that they are not utilizing their Soffront CRM software. Is this you??? The next question is, why not?

CRM software is a must-have for businesses today, CRM has been shown to increase revenue by 41% per salesperson on average, it is estimated that 43% of businesses that utilize CRM are failing to use even half of their CRM systems correctly.

Do you know everything yours can do? Many companies, though equipped with CRM, aren’t using their software to its fullest potential, and it’s time to get started.

The first thing you need to do is develop a strategy that best fits your business.

More than anything else, your CRM should help your company achieve its goals. As such, your first step in implementing a CRM strategy is to identify those goals. Once you know what you are trying to accomplish, your next step is to determine how you plan on reaching your objectives.

Here are some ideas to help utilize your CRM:

Training

A common mistake with CRM is not training your staff how to use it. You won’t be able to utilize it effectively if your employees don’t know how to use it. Rather than hoping they can identify on their own the key features of the program, make sure you incorporate a thorough review of the CRM program into employee training for new hires. Go over all the features in detail. This training should be robust and should give employees ample time to get comfortable with the system. Remember we are always here for you to help.

Prioritize your customers

It is common for businesses to want to treat all of their customers equally. The problem is that the business world is not a democracy; for a company to be successful, it must be willing to prioritize customers based upon how profitable (or how likely to become profitable) they are.

Start tracking your customers before the first contact

The CRM framework makes it possible for businesses to capture data at every stage of the customer journey. Despite this, many businesses fail to put their CRM to work until after the first few steps have been made.

Sync everything to your CRM

This is the simple matter for your Soffront system to sync together any notes or appointments made throughout the system are automatically tracked through the rest of the CRM. However, for times when outside applications are necessary, be sure sync your CRM with whatever other programs are being utilized. Syncing everything together will help guarantee that you’re utilizing your CRM to its full ability.

Incorporate your CRM into marketing

According to Entrepreneur, good CRM’s will often come with features that can enable you to track and develop not just customer relations but marketing campaigns and their reach as well. Soffront does just this. Using your CRM to get immediate feedback on the deals and campaigns you launch with your business, you can figure out what customers are responding to and what they are interested in.

The CRM has the ability to tell you what subjects or deals your customers are clicking on, interacting with or using, you can determine how to move forward with a campaign and how to modify marketing campaigns in the future.

When all is said and done, CRM is nothing more than a highly-advanced tool. By itself, it is incapable of helping your business reach its goals. But when combined with a detailed-yet-flexible business strategy, your Soffront CRM can help you place your customer in the forefront of your business focus. It may take time, effort, and a few trips back to the drawing board, but if you make it a point to develop the right strategy, you’ll find that CRM has the potential to perfect your relationships with those who keep you in business.

And remember we are always here to help you!

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