Getting started, and succeeding, with your customer relationship management (CRM) adoption isn’t going to be as tough as you might think. A CRM platform, like TouchConvert, is a tool and, like any good tool, it takes time to get used to using it.
Getting your marketing and sales teams to commit to implementing a new CRM into their daily routines is imperative. Once you get your team rolled on, you're able to reap all of the benefts a CRM has to offer.
Let’s look at some of the things that you can do to help get your team on the right track and begin utilizing your CRM to its fullest.
Setting your implementation date and notifying your teams of this date sets your organization on the right track to success. This keeps transparency between all team members, and ensures you're not tracking leads in two different places.
Once you’ve set and announced your implementation date, consider adding it to your policy and procedures. Putting it in writing allows a clear understanding of how you expect it to be utilized. As top management, you’ll need to set an example by using your CRM platform. You could also consider assigning a manager that will spearhead its use. Market your new platform to your teams and colleagues by creating an announcement and distributing it throughout your organization.
Speaking of setting an example, having complete knowledge of the best use of your CRM, like TouchConvert and how it works will show your team that you are committed to using this platform to its fullest. You can also utilize the trainings that are offered with your platform. If you're using TouchConvert, read the training manual by following this link or sign-up for a free training session here.
Making a habit of using your CRM will help the team transition to getting the most out of it. Using your CRM daily is critical. It’s similar to buying a membership at your local fitness facility. It’s one thing to buy the membership but another thing altogether to follow through on getting to the gym every day. Buying the membership doesn’t get you into shape. Using the membership gets you fit. Learn how to turn your CRM use into a habit here.
Hold weekly meetings to guide your team on the different aspects of your CRM. Follow up with your team, encourage their use and remind them of the many tools it offers.
Utilizing the many tools that your CRM offers will help you to zero in on the customers who want to hear from you and who are looking for you. Tools such as social media integration, SEO optimization, email campaigns and analytics make locating these clients easy.
Using a CRM like TouchConvert will save you time and money since you won’t be reaching out to people who have no interest in what you are offering. If you're interested in implementing a CRM today - give TouchConvert a try - click here to schedule a demo.