Customer-driven applications have been in existence for years. Successful businesses have always utilised the principles of which Customer Relationship Management (CRM) systems now formalise.
As CRM’s become more available allowing smaller businesses to benefit from these powerful solutions, many potential problems are being widely overlooked.
Firstly the CRM application is an enabler, not a substitute for human relationship.
Don’t use CRM systems as a substitute for personal contact. Use them instead to identify customer needs and opportunities and ensure they are well catered for.
Remember that CRM technology enables your organisation to apply sound relationship development techniques in a systemised manner.
Once the system is in place and training has been implemented, remember the following tips:
Work to improve the quality of the data being entered. Use drop-down lists/tables, specify field types and use formatting rules wherever possible.
These rules will assist in maintaining the share space that is the CRM and promote uniformity in information.
CRM is not about technology. It is about the interplay of strategy, tactics, processes, skills and the technology that supports these areas.