CRM CONSULTATION

When implementing a CRM solution, think about how much you can do on your own—can you set the system up yourself, or will it require onsite help? If you can’t handle it in-house, expect future support costs and limited ability to customize the platform to your needs, especially in a timely fashion. Should you try a free CRM trial to give it a test-run?

“If you are a small business and you need a CRM, you had better be able to sign up for a trial and get it up-and-running for a use case and connect it to one or more business tools on the first day,” Aniano says. “If that’s something you can’t do as an enterprising business owner, as a key employee at a small company, then that’s a red flag. If you end up having to call sales, call a technical expert, just to get the simplest use case done as a small business, then that’s probably going to prevent you from delivering the customer experience or delivering on your vision of the CRM—if you don’t have the resources now, you’re not going to have them in six months. The best indicator of CRM success is day one to day five success as you go through that trial.”

Especially for small businesses, which might be relying heavily on tools such as Quickbooks, Google docs, and Dropbox, Aniano says, it’s vital to consider just how a CRM solution will integrate with those existing tools.

“When you’re buying a CRM, which might be the second or third technology purchase you make, you had better hope that it’s pre-integrated with those other tools you use,” Aniano says. “Because as a small business you don’t have the time and certainly don’t have the resources to be doing heavy implementation and integrations yourself.”

And while choosing a CRM that’s customizable should be a priority, that doesn’t mean you should go overboard during implementation, Wolverton says. “With any CRM, the ability to customize is incredibly tempting,” she says. “Customization is great, but it should always be used sparingly. You can end up in a place where you’ve created a data record or a process where I’m sure you want 300 fields from each one of the people interacting with your CRM, but they’re just going to stop using it.”

That means when building out your CRM, adopt the mindset of a business transformation consultant—and a user experience expert—and then test, test, test. “It’s always good to say, ‘Hey, we built this. Does it work?’” Wolverton says. “Does it feel right to the people who are using it, before you roll out things in a big way? Don’t overwhelm your users. Make sure that you’re constantly going back—I think that people sometimes think that once you set up a CRM and get going, you’re done. It’s a perpetual process. You want to do continuous improvement, make sure you’re continuing to use all of the functionality that you set up. The great thing about SaaS and online CRMs is that new features are coming out all the time—and you get them as part of your subscription. It’s great to give yourself time on a regular basis to understand the new things and how they could benefit your business.”

The 7 C’s of customer relationship management—customer centricity, company culture, customer experience, data, journey, consumer experience, and expectation—form a holistic approach. Implementing a CRM as a strategic marketing tool fosters robust customer relationships, increasing profits and revenue growth.

This is the idea that being dogmatic about your customers will bring you success. It’s about putting customers at the center of your business and making every decision with their best interest in mind.

Company culture is the personality of your business. This includes how employees interact with customers, how leaders treat employees, and how you behave as a brand towards customers.

This includes everything from the first time a customer hears about you to the time they engage in your product or service to after they have left an interaction with you. Your customer experience must be memorable and pleasant throughout each step of the process.

How do you know if your customer experience is good? Collect data! Using data, marketers can measure statistics like conversion rates, retention rates, average spending amounts, and more. Then, they can use this data to improve their customer experience.

The customer journey refers to all the touchpoints along a person’s path to becoming a customer and, eventually, a loyal customer. During this journey, several steps need to be met for someone to become a repeat customer and advocate for your company.

The consumer experience is what people remember about interacting with your brand after their first purchase or interaction has ended. It’s how they feel about your brand after doing business with you and how likely they are to buy from you again.

Consumer expectations are what consumers think about when considering interacting with you or buying from you again. For example, when someone thinks about buying, they expect fast and free shipping options. You may have consistently built up consumer expectations over time by providing those services.

They think it’s an overhyped and overpriced strategy that doesn’t help their bottom line. However, that couldn’t be further from the truth. CRM can be the difference between a business thriving or floundering. Businesses that have used customer relationship management to their fullest potential have seen incredible growth in profits and revenue.

By following the seven C’s of customer relationship management, companies have increased their sales by 25% on average. Why? Because they’ve focused on their customers.

Businesses use this data to improve their customer experience over time to attract new customers and keep their existing ones happy. This is because customer relationship management is a strategy for everybody! It doesn’t matter how big or small your company is – you can use CRM to improve your bottom line.

WalkMe pioneered the Digital Adoption Platform (DAP) for organizations to utilize the full potential of their digital assets. Using artificial intelligence, machine learning and contextual guidance, WalkMe adds a dynamic user interface layer to raise the digital literacy of all users.

Warehouse Management System

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Looking for CRM best practices or some new inspiration around the topics of Sales, Marketing and Customer Service? You've come to the right place. Feel free to browse and download whatever peaks your interest.

Choosing a CRM system is a big decision for any organization, whether you’re starting your first implementation, switching out point solutions, or performing a cross-departmental replacement. But the process doesn’t have to be a daunting challenge that keeps you up at night.

This resource is brought to you by Spreadsheet.com, the spreadsheet you know with the power of a database, built-in project management, no-code automations, integrations, and real-time updates.

Customer Relationship Management, or CRM, is a software that helps companies manage their relationship with customers. These can range from simple tools that help with communications to feature-rich platforms that track all customer activity and help manage your entire sales process.

CRM systems were designed to help companies manage customer interactions. Any department in an organization can use a CRM, but they’re most commonly used by sales, business development, recruitment, marketing, and customer support teams.

The purpose of a CRM is to streamline customer interaction processes and optimize efficiency. Spreadsheet.com’s Simple CRM template helps companies support their clients throughout all of their interactions, from acquiring a customer lead all the way to ensuring their satisfaction after they have purchased your services.

CRM platforms make it easy for different departments to share information about their client interactions across the organization, as all the data can be made available on a single dashboard.

CRM systems have come a long way in the last seven decades. Businesses and technology have seen these tools evolve from Rolodexes and mainframe systems into fully automated AI-powered software platforms.

The first mainstream customer management systems emerged in the 1950s. The Rolodex, invented by Danish engineer Hildaur Neilsen, was a flip-through desk tool containing written customer information, much like a diary.

In the late 80s, contact management software was introduced as the first form of database marketing. Developed by Conductor Software, Activity Control Technology (ACT) was initially created for manufacturing industries to track customer and prospect details in one centralized location.

The 90s saw the birth of sales force automation, pioneered by technologist Tom Siebel. The term “CRM” was likely first coined in 1995 by the Gartner Group. Around the same time, CRM systems emerged as online SaaS products. One of the first examples was the Siebel Sales Handheld, launched in 1999.