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You’ve decided to take the beneficial step in acquiring CRM (Customer Relationship Management) software for your business. Now you need to know how to use it as effectively to achieve sales success for your operation. You are already aware that CRM’s have vast capabilities. How do you utilise these in a way that helps your business? Simply buying the software doesn’t guarantee success. It has been said that a CRM is not just merely a technology, it is a philosophy. Listed below are the most effective strategies you can adopt in order to make your CRM a sales success.

Organisation Coordination

Your company may or may not have selected and purchased your CRM software by now. Nonetheless there are some key factors to consider in order to provide a business with the most beneficial development for sales success and continuing use in their CRM software.

1. Always consider the costs

Will the software you implement demand that your organisation to make changes, possibly to the current company operating system? Changing the system that your business currently operates may be required to suit your CRM software. If you did not attain a CRM that is compatible, then you could end up spending a lot more than primarily intended just by re-syncing all IT systems you need to run.

2. Communication, Integration and Assimilation

When you are introducing a new IT system the whole corporation needs to work smoothly and as one. Everyone needs to know exactly how to use the software. All employees need to make use of the software in their communications both internally and with their customers.

3. Designation of a decent project manager is crucial

The steps to success are paved by the words of the employees within a well regulated co-operation. However the necessity of a project manager cannot be surpassed, there must always be a lead person who is able to strategize and potentially oil out any kinks that may arise within the industries own intelligence and correspondence. The Project manager is required to mandate the over-all development and progression, always ensuring to keep company goals on track. The project manager also works closely in sync with the “super-user”, a person who you employ to know everything there is to know about your system.

4. Storage choices

Consider if you are using Cloud Storage for your CRM system or a Server Solution for your business. This is best done before deciding on your CRM vendor. As you will need to have ample storage primed for the implementation of the software.


Your CRM WILL BE USELESS unless every employee within the organisation knows how to use the software. Then proceeds to actually use it. If you have 10 employees who obliged to report sales and 8 do as required. However, 2 of your employees forget, then your sales reports will be inaccurate. It also makes it hard for everyone to correctly do their job when working with incorrect or incomplete information.  Here are some points to consider when attempting to effectively introduce a new system to all company personnel.

1. Everyone Is Different

No doubt you believe you have hired the best staff. You are confident in their abilities to perform. Remembering and hoping that your staff take well to the introduction of the new system, it will also serve as a reminder, that (especially when it comes to technology) some people find it a lot easier to understand and adapt when it comes to technology to than others will.

2. Internal Marketing

Before implementing your CRM, it is recommended that all staff are thoroughly informed of the changes ahead. It would be much more beneficial to a corporation if the employees don’t just feel that they have to use the software; you need them to want to use it. Attract their attention with posters, emails and marketing merch or boost their morale with a launch party to encourage optimism when making the change. Don’t forget to communicate with your colleagues and employees, ask them what their opinions are of the impending changes.

3. Training

When implementing ANY new IT Systems, all company personnel must be well educated and prepared to utilize the system upon rollout. This is where the importance of a project manager begins to emerge. It is the responsibility of the project manager to advise their colleagues and provide all necessary information in order for them to be comfortable in their adoption of the CRM. The project manager should keep tabs on those who are finding it difficult to understand the system and develop strategies in abetting their comprehension of the software. Some may not find it necessary, but taking time to set a schedule for class training should be considered imperative.

Customer Consideration

Customer Relationship Management performance relies on an industries connection with their customer base. Sounds simple, seems obvious. Yes the software is great for tracking sales and developing reports, but it is more than this. It is a valuable tool in supporting and enhancing an employee’s connection with their clients. Communication with your customers is paramount in developing lasting relationships and sales success.

1. Collaborative Dialogue

The more information each employee gathers on their customers and relates in their use of the CRM, the more data the software will accumulate with thorough information on your client base as a whole. Therefore summarizing for a business what your customers are generally looking for – what is and isn’t selling, should you rethink your commodity? These are trends that will eventually be realised in reported data of the sales after the fact. However, a business could save a lot of wasted efforts in poor sales if they regularly converse with their customers and worked with them in actualizing what their customers desire.

2. Strategise

Ensure the importance of customer inclusion and integration, give the customers what they want to attain sales success! Employees must clearly understand what their customers desire, developing goals for themselves and the industry to strive for. At the same time employees would find it valuable if they set personal goals for their own indoctrination of the new system. The collective development of process maps should be considered, as well as recurring reports that will transcribe current work practices for the staff. This should all clearly identify the areas in the workplace which may need to be modified. It should also recognise the areas in which the business has been excelling, providing further motivation for all personnel.


When a new system is introduced (CRM or not), you will have a period of trial and error. As smooth as any rollout can be, some inconsistencies and malfunctions may arise. Technology still has its kinks after all.

  • Prepare for this by allowing time for all employees to adapt to the CRM software.
  • Consider introducing regular intervals (for example, the last day of each month) where the system will be combed through by the project manager, super user and or/vendor you chose to supply your CRM, for potential errors.
  • Set a time where staff are required to recurrently report their work.
  • Regular meetings for staff should be organized, where statements on your company’s performance are available to reflect on to and provide time to collaborate on ideas to improve.