22 April, 2024 CRM / ERP

#8 Review, revamp, and re-discover the CRM System.

Last but not least: Always watch out for what’s trending in the market, and make sure that your CRM system supports the functionality. Keep an eye out for major feature updates from your CRM vendor.  It’s not wise to permanently stick with the same set of features. You cannot live up to your customer expectations with an outdated CRM system. You’d ultimately lose them to competitors who pick up the market vibes faster.

Remember these important points:

  • Be quick to adopt new features in your CRM. It’s  okay to experiment with a small feature set and for that experiment to fail, but the key in business is to fail quickly and understand what works best for you.
  • Every once in a while, take some time to review your setup. Trash the old reports or dashboards that don’t work for you anymore. Create new workflows wherever necessary.
  • Meet with your sales reps every now and then to understand what their difficulties are in using the CRM daily. Their feedback is very important.
  • Use Google Alerts (https://www.google.com/alerts)for specific keywords on CRM and your CRM vendor. You will get instant alerts on all the news surrounding these topics from Google.
As the CRM industry continues to grow, make sure you take advantage of its growth to fuel yours.