As the competition comes to rise, we as the competitors tend to thrive. Sometimes with a proper plan and strategy and most of the time not. Customer experience has become a highly sophisticated science, requiring not just complex technology but also real expertise to drive customer satisfaction and loyalty. A CRM can be one of the most powerful management tools to be kept in your business’s arsenal. But, as it’s kept in the arsenal one must know its extent and the way to use it. Everything comes with a scope of being used and to be used.

              If we peek into today’s generation, we come across several principles and tactics when it comes to the success of an enterprise or a business – either it is from product development to sales, to innovation, to branding and much more, which does matter. After reading a lot of blogs and papers, the one factor that actually proved to stand out, the one business trait that nobody discusses much these days are ‘relationships’. Maintaining relationships acts as a catalyst to the growth of any particular business planning to sustain itself in the market. Just like a human body would collapse without its backup, the spinal cord, similarly, there is no business without its niche, without a market of customers who are influenced to buy their product.
  The actual reality of modern CRM solutions is very different and the list of areas across which it can be applied is only limited by your imagination. Or perhaps driven by necessity. It can also make it easier for salespeople to sell, and it can improve customer service along with a whole range of business processes in between. There are a variety of reasons, behind the failure of the CRM projects. They happen. As a result, many people have a distorted view of CRM. The reason behind this typically can be from a poor experience with a badly conceived system or even a homemade solution.

So, let us see some of the DOs and Dont’s with the CRM tools if you want to run a successful business in today’s competitive generation!

  1. CRM is not just only Software.
    Most people or businesses treat CRM to be just Software. CRM is a rich set of strategies, processes and software that helps to keep your customer within your pocket and increase your business potential. It collects, organizes as well as manages all of the customer-related data so that it can help you track your customers, their interests while enhancing your customer experience and improving the data management, too.
  2. Follow CRM management and Project Management Methodologies.
    Every CRM tools come with its own management style and methodologies. One must make sure to have thoroughly gone with the understanding of Management methods. It helps to make the most out of the CRM tool that you or your business is currently using. It also ensures that projects are managed seamlessly from the initial contact, through development, to handover and beyond to ongoing system support.
  3. Don’t Forget to update documentation, processes and procedures.
    We have the habit of relying all on the auto-update systems features. But, one needs to make sure to follow through the regular updates of the documentation, processes, and procedures, too. It will help to stay updated, save from losing any important updates and syncs and many more. It helps to keep track of your changes and amendments made in any of the documentation, process and procedures, too.

  4. Do follow and read on CRMs used by successful businesses.
    As they say, if you want to be successful in running a business, follow the successful people who are already running a successful business.  Those people who are already running successful businesses using a CRM will give you keen insight into their thought process and how they figured out the right CRM for their needs. They might give you many valuable suggestions or suggest a person that might provide you with key tips on how to implement your CRM. This will definitely save you invaluable time and money.
  5. Do train your team adequately.
    As it is said, “A strong team is the main reason behind the advanced leap of fortune companies that are into the existence.” So, as a company lead, one needs to make sure that your team and the staffs clearly see the advantages, must have provided inputs, and have understood the system and are trained to use it properly. A good CRM will facilitate and make things easy for you and adapt to the process that you choose and not make you adapt to work as per the CRM and a good team will help you to accelerate the work and success. So, allocating internal resources and scheduling the staff time especially dedicated to your CRM project  is a must.
  6. Build strong communication.
    Communication is the key to unlock any solution. If we study a lot of company’s failures, the first and foremost thing that is on limelight is lack of proper communcation or can be said as a meaningful communication. This especially includes internal communications, such as those between IT members, project managers and end users, as well as between service providers and client companies. So, make sure you are having a meetup and gatherings to discuss on agenda, having one-to-one communication to better know each other and also including social fun activities to develop the bond with each other.
  7. Take time to choose the right service provider.
    In this world of competition, what we mostly do is we see others and without a perfect plan we thrive towards. We see other companies success, we find their strategies and recklessly act on it. This will for sure lead to unsatisfied result and towards a downhill. Especially in terms of  using technical tools like CRM, one must choose the right service provider so that one can enjoy a maximum amount of benefits rather than being deprived of the advantageous facilities being provided. So, take your time out, hire members for planning, know the market, establish bond with the providers, understand it and then take the final step of using it.
  8. Know your WHY for choosing the CRM
    Eveeyone has a reason behind choosing particular tool. Either a business wants to thrive in terms of marketing or management, either it want to thrive toward establishing a good relationship with customers or just want to manage overall sales and resources of and for the company. So, before getting deep into it, know your WHY for choosing it. If you are clear with your vision and goals then you can get and make the most out of it. You can use it to its maximum potential and thrive ahead in the market.
  9. Ask for the Demo on CRM
    Now, before using any sort of tools, one must know how to use it! Not everyone knows what is going on behind the scenes, but, the one providing its service are quite familiar and comfortable with it. So, make sure to ask for the demo on the CRM tools, so that you can understand its mechanism and won’t be lost anywhere. You won’t be stated with, “ Little knowledge is dangerous,” instead, you will be the one taking a smrt move in this era of knowledge and information.
  10.  Implement the use of CRM into a new set of the business plan.

Once you are sure of implementing the CRM tool, then you must have already thought about how you are going to make the most out of it. But, make sure you aren’t using it on the old business plan and strategies. This is because, when you made that plan you didn’t know about these tools, and for sure you didn’t make a room for adjustments to these tools. So, make a new set of plans, where you know where what needs to be adjusted. You can even learn from your old business plan what you lacked in and where you were failing. Make sure to implement the use of CRM into a new set of business plans.

A CRM undertaking can fail until it is implemented in the right ways. If you know your audience, you’ll know whether it is appropriate to keep sending reminder emails, birthday messages and product updates, and when it is time to stop. As a customer, we want to be treated as real people! So, at least by having ideas about a little of Dos and Don’ts you can make sure to save yourself from future failures. It’s better safe than to be sorry!

Don’t let history or legacy put you off. Instead, ensure that you have a better chance of success when you set off on your CRM journey.