CRM: The Go-To Guy

CRM connectivity

Many offices have a go-to guy that everyone asks for help. Whether it’s learning where to get more staples, how to fix the printer when it malfunctions or for the right contacts when reaching out to vendors, the go-to guy is there for you.

While their job title may not reflect how much he or she actually does around the office, this person is an integral member of the team, reliable, dependable and always on hand to help get the job done. Turning to your CRM should be the same as turning to your go-to guy: it houses all the information you need to get your work done in the most efficient and proactive manner.

When it comes to your workflow, you may depend on a few pieces of software—Excel, Gmail, Outlook—to house information, but that gets confusing and messy quickly. When your CRM is the center of gravity, all the pieces of your business fall into place and everyone on the team is on the same page.

It’s not enough for your CRM to be a part of your business, it needs to be the nucleus. Download our white paper to learn how to make it happen.

Here are examples of the breakdown that regularly occurs when your CRM is not centralized:

No connectivity: Excel, Gmail and Outlook do a lot of basic business functions. However, they do not have easily-digestible content that is available to everyone in the company. There is not a 360-view given for everyone. Too many times teams get burned because they didn’t have crucial information that could have kept them informed, connected to the customer and closed the deal.

Simply put, it’s hard to share information. How many times have you gone on vacation and come back to an overwhelming amount of emails that you sift through to determine what’s important? How often do you then share content you receive from emails, etc.?

On the flipside, when emails are forwarded to you, do you read through the whole conversation to comprehend what’s going on and what your role is in it? That’s the biggest problem with using email as your primary software because information gets lost. CRMs streamline the information-sharing process.

CRM implementation fail: Your team members’ plates are full and they don’t have time to learn a new system. Does this sound familiar? It happens to nearly 65 percent of companies attempting to implement CRMs. Failure doesn’t happen because the software is slow or hard to use. It just takes time to train your staff to get onboard the platform.

If only half of your company is using the CRM, you’re half as successful as you can be. And it can create confusion on where to find information. Yes, staff will be resistant to adopt new systems. You can’t force them to use the CRM; instead, you need to inspire them and engage them in ways that make sense to them.  

Tab and window confusion: Imagine a world where you could have just one browser open with just one tab. Utilizing a CRM system makes this dream a reality. It is a time-waster to jump back and forth between Gmail, Slack, Skype, Google Docs, Calendar, Excel, etc. Trying to remember what screen you are on and where the information frustrates users. Having a CRM at the core of your business eliminates confusion and streamlines your process.

Lack of optimal sales team productivity: Sales force automation is an incredibly complex process to juggle without a CRM because there are multiple systems. Without CRM organization, it becomes near impossible to know where to look to get a quick update on the status of an account.

With a CRM, sales managers can always have a finger on the pulse of what their team is doing by running reports to improve processes and overall business strategies.

The best part of implementing and utilizing a CRM is that it caters to your needs. It is not a one-size-fits-all solution, but it tackles your pain points and turns them into success stories. The key to getting the most from your CRM system is to supply sufficient training for your whole team and follow up with them to make sure use continues.  

Whether they are on-the-go salespeople accessing information from their mobile devices or an office team member using a desktop, when everyone contributes, everyone succeeds.

When your CRM software becomes the center of gravity for your business, efficiency and connectivity amplifies the success of your business.

Need assistance? We are ready to help! Contact us today or call (+1) 800.391.4055.

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