Errors in work with CRM

The wrong use of CRM of a system can cause damage to reputation of the company.

5 most widespread mistakes which you make, working with CRM and as to correct it:

1. You do not use a system. Most often it software as CRM is not used by sellers who often leave on meetings. They can spend half of day for the road from one client to another, the second half of day on holding meetings. Because of such diagram, they often do not find, and at times and do not want to find time for detailed filling of information in CRM especially as they need already to prepare for the following steps on process.

And here it is obvious that it is necessary to introduce the rule on filling of CRM, for example, within 48 hours, at the level of regulations of the company. It will not take a lot of time and when becomes a habit, will be not difficult.

It is important to keep up to date, now technologies change quicker, than we think and being always at the level you not only surprise your clients, but you will be incredibly competitive in the case. And the new functionality coming with updates will reduce your resources and will allow to give more time strategists of business, but not to technical nuances.

The most valuable that we have in work with clients - it is information which is especially received from the primary source and it should be entered at once while everything is remembered. And in case of dismissal of the manager this information just worth its weight in gold and the new employee can concentrate only on the client.

2. You do not update a system. A system should be updated and guarantee CRM constantly that your users will get the best experience that your system is modern and relevant.

3. Not rather trained personnel. In your company there was such tool for work as CRM, and the company executive enthusiastically tells employees as now life as time will be saved will be arranged, and the history of work with clients will always help to be wide awake with the client. However, having trained employees, apparently, that you provided everything that was in your forces and some time everything will be quite so. But, employees change, a system is updated also that preparation which was at the very beginning of implementation begins to be erased gradually.

Candidate solutions of the matter can be absolutely different. You provide trainings for employees after each release of a system, someone learns new functionality, someone will learn everything from the very beginning. You can select one leader of CRM who will train new specialists in work in a system and to answer their questions.

4. You do not write everything that can be written. Working with clients, managers often write only short phrases or only the next step. And at verification of such messages by the head - the broad picture of a job with the client can on be got. Moreover, the manager after the holiday, hospital or just long break in communication with the client can not remember all subtleties of the previous conversations.

5. Not a "pro-active" system. When you use CRM a system, train managers, write all information, the only thing that else is necessary - it is analytics. In other words, now you have a tool which can sort data on any entered information, you can create pivot tables and analyze necessary data … Statistics, digits, percent, the analysis of everything that is in a system it is simply necessary for strategic development of business. Use CRM actively.