Why the right CRM system is a win‑win
A customer relationship management (CRM) system typically focuses on automating and streamlining your sales, marketing, field service, and customer service processes. Having the right CRM system will be beneficial for both your staff and customers.
Three steps to finding the right CRM solution
It can be overwhelming to try to figure out what to add to or take away from your current CRM system. We’re talking about implementing one system that brings it all together. Start here by asking a few what, how, and when questions:
Make a list of the customer management systems you’re already using. Even if it’s only a basic sales, marketing, and customer experience process, that’s a start. Now make a list of the features you’d like to have. It’s important to choose applications that will work with what you’ll continue to use.
2How much do we have to spend?
Now that you have your current CRM wish list, create a budget. How much do you want to spend? Do you want to do a complete system overhaul, add a few features, or invest in a combination of both?
3What do our end users want?
Get your staff onboard. If they’re not, or you’ve kept them out of the decision-making process up until this point, it’s time to involve them. After all, they’ll be the ones using this system.
Learn about a company that’s successfully implementing an CRM system
Discover how a British institution, Marston’s integrated easy-to-use analytics and a range of internal and external data sources to enhance customer service and the warm community feeling UK pubs are known for.READ THE STORY