Customer Relationship Management (CRM) is a valuable system that every business should implement. It is a model for managing a company’s interactions with current and prospective customers.

CRMs are used to organize, automate and synchronize sales, marketing, customer service and technical support.

Studies show that organizations with a fully utilized CRM system can increase sales by 29%. It is crucial that the CRM system is accepted and operated by everyone (not just the sales/lead generation team) in the company, but how do you make sure they will actually utilize the system?

    1. Make sure it integrates with other company systems

    The CRM system needs to integrate with other systems and applications used by your company to make the system easier to use and implement into your organization.


    2. Make it simple

    Many companies try to implement a complicated CRM system by tracking too many pieces of information that is difficult for employees to use.

    Your CRM system needs information, including: prospect information, when and what was talked about last, follow-up date/reminder and action, who it is assigned to and what is the dollar value of the opportunity.


    3. Train staff thoroughly

    Train each employee on the system as soon as possible, especially new hires. New employees are not stuck in the old methods (if any) of tracking customers, so they should be trained on the system immediately.

    The CRM system must be adopted by everyone in the company, including upper-management.

    Educate your staff on the benefits of the system, not just the benefits for the company but explain how they system will help organize, automate and synchronize their work.

If your company is in need of a CRM strategy, contact the marketing experts at Firstbase Business Services, click here.


To read the full article on, click here.

Source: Aileron, Forbes Contributor


Inderpal Gill, Firstbase Business Services

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