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4 Steps to Implement CRM Software for Your Business

By October 16, 2013March 7th, 2023Technology News

Business MeetingCustomer Relationship Management, or CRM, is a designed to optimize the customer experience. A great customer experience is proven to improve loyalty and decrease marketing costs.  An effective CRM program will allow a business to focus on the most profitable customers and tailor revenue activities to that specific group. Benefits of using CRM include increased revenue and profitability, better customer service, targeted marketing, and an improved organizational culture.

A vast selection of CRM software is available, and can be tailored to your business needs. Once the software is selected, here are the steps to go through for implementing.

Step 1: Upload the customer list. This could include all business related contacts as well as prospect or current customers. Take the time to enter all relevant customer data including phone numbers, email, physical and mailing addresses, account numbers and other relevant information

Step 2: Input future activities. CRM software can manage future customer activities such as follow-up or sales phone calls, account reviews, or birthday wishes. This could include any customer contact that you do not want to have forgotten. Using this feature in the CRM software should become a daily, habitual habit.

Step 3: Identify future sales activity. This feature is where the CRM software can have the greatest impact to your business. Remembering future sales activity will not only improve your business sales, but will offer improved service to your customers by remembering their needs for them.

Step 4: Manage account notes. Customer notes can follow the account, allowing multiple employees to be fully informed of your customers’ preferences, account activity, and other special considerations. This tailored experience is often the key step in improved customer loyalty.

When your business has made the decision to move forward, remember that CRM software may take some time to fully implement.  However, a fully utilized CRM program can have a profound impact on any business. The information stored on a CRM software program will become the backbone to business sales; be sure that the data is backed up daily. Ideally, the backup will be stored off site so it can be retrieved in the event of significant business interruption. Finally, make sure that your CRM software is secure. The information is not only important to your business, but contains personal and private information about your customers.

The improved organization provided by CRM software will become obvious in all your business dealings. Both customers and employees will appreciate the consistent and visible information and improved service.

Image credit: Creative Commons License thetaxhaven
Jason Manteiga

Jason J. Manteiga, Vice President of Olmec Systems, has been part of the company for over the past 20 years. He believes that having a great work environment and supportive team, is the ultimate key to success. Since being in the IT realm for over 25 years, Jason, along with Olmec Systems, has been on the Inc. 5000 “List of America’s Fastest Growing Private Companies” and Channel Futures MSP 501 “Top Managed Service Providers in North America,” along with other awards and nominations. Jason earned his Bachelor Degree in Information Systems from the New Jersey Institute of Technology. He also holds certifications in Microsoft MCSE, VMWare VCP, and Cisco CCNA. In his spare time, Jason is a contributor for The Center for Social & Legal Research (Privacy Exchange) and a member of the Morris County Chamber of Commerce. His hobbies include cycling and kayaking. He currently lives in New Jersey with his wife, two daughters and son.