5 pitfalls to CRM success and how to overcome them

Lack of Guidance

When implementing a CRM, there needs to be a mutually agreed upon goals in place. A CRM initiative without goals will collapse.

The business owner must start by crafting a valid business case for CRM before looking into CRM solutions. One can also assemble multiple teams to determine specific, measurable goals for the initiative. Areas to consider can include automating processes that will improve user productivity and boost customer satisfaction, streamlining marketing and sales processes, giving customer-facing employees access to a 360-degree view of customer details, etc.

Integration Concerns

There are no applications which can solve all integration problems. Most customers expect integration to happen like plugging a light fixture into a socket and flipping a switch, when in fact it is an evolutionary process. With an integrated system there are always inconsistencies between the separate applications. It is always advisable to consider what is important or the need of the hour than planning to merge and include everything that can possibly fit in.

No Long-Term Strategy

CRM is a business process change, often supported by technology. Many business leaders don’t align their business processes to meet specific goals. Factors like job roles and responsibilities, accountability, and incentives are required for CRM to succeed.

For a long-term business process change to be effective, have members of the CRM implementation team spend time in the field to determine how the CRM Software will help employees.

Dirty Data

An often-overlooked factor is dirty data, or inaccurate and old information. Data is the lifeblood of a CRM system, and incorrect numbers, spelling mistakes, and outdated contact information can infect the system if it is left unchecked. It has become uncommon to have 25 to 40 percent data duplication rates. There are two main reasons for this, either the Customer touch points have multiplied, or the speed at which people enter the data has increased. Dirty data can not only cost a lot to companies, but it can severely hinder CRM adoption rates.

Lack of Employee Acceptance

It is quite natural to resist change. Many of the sales people may ask, for example, Why should we be forced to change our working habits, when those very habits helped us become so successful? On the other hand, poorer performers may fear the outcome of their managers having a closer window into their bad habits. Failure to convince these and other employees of the benefits of CRM often results in passive resistance and low employee-adoption rates.

Effectively communicating the benefits of CRM to users should strengthen their confidence in and comfort levels with the new system.

Why Welcome Mails are Important?

What is Welcome mail?

Have you come across multiple emails from the sites that you subscribed or registered? Most of the applications and websites now send you welcome or first communication mail to help you get started or to show the gratitude for your effort.

How does one make this happen? No, definitely its not a manual work behind the screens. Rather many applications now support automated mail triggers which can send welcome emails without human intervenes.

Before getting to know how you can get this configured, let us try to analyze why welcome mail is essntial.

Why are Welcome mails important?

  1. Welcome mail can act as first mail exchange between your business and your client. It can set a good tone or a solid background on long-term selling approach that benefits both of you.
  2. It is an excellent way to promote your business at the initial stage itself.
  3. Personalized welcome mails can do a lot to inspire customers to stick with you.
  4. Sharing point of contact in the welcome emails can also be nice and helpful for your clients to reach you.
  5. Give your customers the sense of ease and comfort by connecting to them.

Don’t come into a conclusion that welcome mails are not relevant for your business. This approach works for EVERY business, no matter what industry you’re in.

How can you automate this?

Welcome mails must be sent as soon as your client signs up or registers or when you receive their enquiry on your products or services. Most of the CRM Software applications support this automation.

Contact Maple CRM Support team to have this configured in your Maple CRM system. You can have your welcome mail template ready and also ensure to have a personalized content that can work great for your client relationship.

The welcome mail content that you share is set for automated mail sending on new enquiry registration. Similar approach works for sending automated SMS as well.

Few quick suggestions:

  1. Email Formatting: Whether you decide to go with text or html mailers, have your content completely formatted to look great when it reaches your clients inbox.
  2. Personalization: Your clients are more likely to open your email which it comes from a person’s name rather than the company name. A person’s name can showcase quality of the email.
  3. Avoid Promotion: Focus more on customer and ways to help or guide him rather than trying to promote your business in the welcome mail.
  4. Help your customers find you: Welcome mail can include contact details or link to social accounts which can help customers reach you.

A well planned and strategic mail can make a lot of difference in the way how you do your business and manage client relationships.

 

How CRM can help Small Businesses?

CRM is the most widely used software solution that is cost effective plus hassle free to use. The solution is not only used for sales & customer management but also for performing day to day business operations.

For small businesses, the CRM solution for Sales can double their sales at a faster pace. From lead generation, to placing an order or even the follow up of the same, CRM is the apt solution in efficiently managing your small business day to day operations and improve the efficiency.

However, ‘why does one require a CRM software?’ is what crosses over the minds of many small business owners. Below are some of the insights that can give a better clarity on how small businesses can make use of by adapting to the CRM technology and what you can expect when implementing a CRM for small business.

  1. Integrates the sales, marketing & customer data in one centralized place for easy customer management and retrieval.
  2. Provides fast access to vital data of customer from anywhere at anytime.
  3. Integrates your existing business process without hassle.
  4. Seamless usabilty with defined access control for better management.
  5. Customizable & configure to suit your business requirement and process.
  6.  Reduces Maintenance costs and increases business efficiency.

Why Cloud Based CRM suits Small Business?

It doesn’t matter if your company holds 100s of employees or just a handful. Today, CRM is the buzzword that is going to help you to establish closer connections with customers, provide professional customer service, sell more and grow your business further.

While big businesses more or less spend of different software solutions as needed, small businesses normally are more concerned on what they invest in.

Defintely small businesses have a clear straight forward requirement when choosing a software. It has to be affordable, should not be complicated to use, has to be easy in terms of deployment & maintenance and has to accessible at any time. This is because small businesses typically does not own its own server, hardware or IT personnel, and also will not be able to invest hugely at the initial stage. However, they would need the software to be tailored to their specific business process to avoid complexity in usage and also their team may be working round the clock and not just stick to a typical 9 to 5 time.

So small business owners need to consider a reliable CRM software that can satisfy them on the above needs and requirements.

Adopting to the new technology

Gone are the days when CRM software used to be expensive and complicated. Today’s CRM systems are not only more technologically advanced but also user friendly which comes with a variety of solutions and features that can address different types of businesses and industries.

Things have changed. Now everything is on CLOUD!

Things have definitely changed over the period of time and many small business owners opt for Cloud solutions to grow their business.

  1. Hassle Free Installation: The long and complex installation process is no more around. You can be ‘IT worry free’ and be up and runnding in no time with cloud based solutions. All you would need is an internet connection and you will be able to login and start using.
  2. Seamless Access: Round-the-clock accessibility is the most important benefit of cloud CRM. Cloud CRM gives you the access at anytime from anywhere – be it laptop, desktop, mobile or a tablet. All you need is just the internet connection.
  3. Ease of Use: With just the monthly fixed pricing, you can use the CRM as per your convenience. The system maintenance and the upgrades are maintained by your CRM vendors.
  4. Cost effective Solution: Investing on a Cloud CRM is never going to be a costly affair. There is no huge investments that can dig up a hole in your pockets. You can keep paying regular & smaller installment based monthly charges which is one of the reasons why Cloud CRM solution is optimal for small enterprises.
  5. Flexible Potential: How easy is it to own a product that can be tailored as per your business needs? You can anytime upgrade or downgrade based what features are required currently.

Do you want to find out how cloud based CRM can impact your business? Then try out a 7 day FREE Trial here: 

free crm trial