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Written By: Cliff Ford on July 4, 2013 No Comment

9 CRM Best Practices
To make the CRM implementation easier for you and your company, here are a few things to keep in mind.

#1 Value – the value of the process of adding a CRM system will make it much easier on everyone.

#2 Budget – nothing of value comes cheap. This is the same with a CRM system. It costs money, human power and time. It will also reap rewards down the road.

#3 Back Up Everything – You will need all of your files. Get them in order. Tell every person to make a copy of the files they need to work with. Centralize all of the data and make it easier on everyone.

#4Tell every department what is going on. Let them know who this will help the sale department and how it will help make the marketing department’s job easier. Make them part of the team by telling them you need their help and asking them to get this data ready for you and the CRM system.

#5 Be the leader you are. When you show your staff and the departments you want to make work easier for them, it shows you care. Tell them and show them how the system will make their job much easier.

#6. Build Trust with your software dealer. Do business with someone who earns your trust. See a demo of their software and see if you like it.

#7 It is okay to go slow. Do not try and upgrade every department at the same time. Change is not something that can be dished out like fast food. CRM implementation will work better in small doses.

#8 Show your team the benefits of CRM and how it will be better for them and lighten their workload.

#9 Always be willing to make your company better even if this means getting use to the process of CRM systems.

Written By: Cliff Ford on October 2, 2012 No Comment

CRM: Solution for Keeping Customers You might already know someone who uses a CRM system in their business with much success. There are many reasons why they have made a choice to use CRM but,  perhaps the most important reason is customer retention. When you keep the customers you have happy they will continually do [...]

Written By: Cliff Ford on September 25, 2012 No Comment

Five Tips and Tricks for CRM in Small Business When it comes to customer relationship management there are many things that the big companies know and the little guy might not. Relax, because it is going to be easy to get your company up to speed quickly. When you start to use CRM in your [...]

Written By: Cliff Ford on September 17, 2012 No Comment

The most valuable asset any company has is the customers who use the service or buy the product. CRM or customer relationship management is a great way to share and organize information related to your customer’s data base. The more customer data you have the more targeted sales your company can achieve.

Written By: Cliff Ford on August 27, 2012 No Comment

The Importance of Efficiency In Business In today’s 21st century business world, efficiency in business processes is essential. When it comes to CRM or customer relationship management, both small and large sized companies have a pretty good playing field. To be in business today you need a CRM system that is easy to use and [...]

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