CRM Implementation Tip #6 | Streamline Procedures
While you may be in the mood to shake things up by deploying a new CRM, you may not have thought to shake up your very business processes themselves. Well, in the name of efficiency, why not?
Use your CRM Implementation as an opportunity to streamline your procedures!
There isn’t an exact science behind this, but we’re willing to bet the majority of businesses who elect to set up their own CRMs aren’t so well-versed in how their systems work. There’s a good chance that they’re missing some opportunities to streamline processes inside of their unique CRM systems.
Hand off the right CRM data at the right time
Using a CRM to pass information from one department to another is common in businesses, but, it’s not always done in the best way. For example, your Sales team member’s objective could be to pass information to Sales Managers. Historically, your sales team had to communicate certain information to Sales Managers verbally because of an imperfect information transfer. Now that you’re implementing a new CRM this is a great time to look into how to transfer all relevant information from Sales Agent to Sales Manager!
Next steps for CRM Procedure Streamlining
That’s just one small example, of course. We recommend spending time to thoroughly outline all the areas in your business where information passage could be faster or serve the users better. Then research ways of doing those things inside your new system. Of course, if you aren’t quite sure what to do or simply don’t have time, you can always consult a professional, too.
Does your current CRM support your current procedures? Take the CRM Adoption Survey and find out where you stand.