Have you ever dreamed of how much easier your business could be with effective processes and systems? Can you imagine how much time you could save with accurate customer data and organized systems? Do you have a Customer Relationship Management (CRM) tool? Is it helping your business or hurting your business?
CRM tools are great to help your business run smoothly. But you need to put the right data in so you can get the right data out. They do nothing but cost you money when you're not using them correctly. Many promise to immediately improve your bottom line, however, you need to 1) have correct customer data, (including spelling) for all your customers and their correct contact information, 2) record when you contact them and what you discuss, and 3) create workflows so that this tool can do basic functions for you. For example, creating templates for emails, quotes, contracts, and other documents will reduce time and enable you to have this work done virtually.
If the CRM can tie into your accounting system, you can track invoices and payments. But all this data needs to be in your CRM. Incomplete, incorrect, or duplicate data is just garbage. And that's what you'll get out of it – garbage in the form of wasted time, money, and effort.
If you're not the only one using the system, you need to make sure there are controls in place so that customer data remains correct, clean, and usable. The best place to start is to get the data directly from your customers. Have new customers submit an online form with all their contact information. Who else will truly put the correct information in - phone numbers, email addresses, and spellings? All these systems can upload spreadsheets with bulk data. And you can compile these customer inputs and then upload them, usually with just two or three steps.
You can easily create documents in your CRM that prefill fields such as names or telephone numbers or dates. But you must create them, and you must take the time to set them up. And the more garbage you put in, the more time it's going to take to clean it up. Just like piles of laundry, stacks of dishes, and random pieces of mail on your desk, you need to pay attention to customer data, organize it effectively, and keep control before the mess becomes unbearable and overwhelming.
I know how intimidating the thought of cleaning up your data, developing processes, and starting to organize client information can be. I know your fear of getting lost in your data when you feel the pull of more immediate client demands. That’s where an expert like me comes into play. I not only help you create the most efficient processes to reduce hours of repeated work but help you step into a new, more professional level of business as growth becomes inevitable. If you want help with your CRM so that you can become more efficient and grow, I can help.
Creating standard processes ensures you are delivering the same quality product and/or service to your customers every time. Contact us today learn more https://beckinsights.com/take-action
