How using a CRM software and creating a proper workflow empowers the system
There’s 1 thing common in wishlist of each business owner- Make the team run by itself, so that they could shift their efforts into business upscaling. Resonate with this?
It’s not only a wish, but need of every business, every organization to have a self organized and self managed team. No team can ever prosper in the pressure of a hovering manager who constantly notes and judges.
A good team is said to be when-
- Team members responsibly undertake and execute tasks
- Reporting managers get regular and clear reports
- Business grows together with the team
- Every team works in tandem
- Clear communication
While it can be tardy and tedious to manage a team, their tasks and updates manually, it may also result into errors and misses in data. The best solution for handling this is- to use a CRM system which allows custom workflow defining and automation. A CRM system can have the potential of driving the entire team, channelising into proper workflows and updating in real time.
There’s a simple 5-step guide to build a self-dependent sales team with CRM as the plinth:
- Definition 📝
Defining a workflow is an art in itself!
It’s like breaking down a mammoth plan into tiny, measurable bits and collectively driven by a massive spur.
It’s easier done than imagined!
- Make a list of the exact steps and tasks each team is supposed to handle.
- Tag the executives related to each task
- Create milestones
- Set expectations- in the form of time and deliverables
- Overall the system should define the process from point A to point Z, covering the entire workflow.
All these definitions can be done in a CRM system with customizable configurations. Tasks and related team can be set, TAT and deliverables can be defined and status of the progress can be charted for easy reference.
2. Tag and TAT 📍⌛️
This is similar to what we touched base in the earlier point.
Tag the team members and define the TAT.
Now this is a crucial configuration, which can be accurately done and handled with a CRM.
- Each task defined can be tagged to team members
- Team members will get notifications when the workflow moves forward and their task comes up to be taken ahead.
- Chronological order of tasks can be defined.
- Mandatory tasks, parallel tasks and priority tasks can be defined
Team members can update the status of their own task as they go ahead. These updates can be viewed / notified by the respective managers through their own CRM login.
3. Escalations ☝️
To err is human. And to escalate is CRM !
CRM can be configured in a way that every escalation automatically and instantly is notified to the concerned authority, Escalations can be in the form of:
- Non-attendance of inquiries
- Task delays
- No change in status for quite a long time
- No response from executive when clients call
A system which has the capacity for configuration of types of escalations and the action to be triggered helps maintain the workflow and TATs.
4. Actions 🙅🏻
CRM system has the power and flexibility of enabling automatic actions as configured. Actions can be triggered upon various conditions. Example:
- Action: Automatic email send. Trigger: When new lead is added / lead status changes
- Action: Notification to manager. Trigger: Escalations
- Action: Automatic update of lead priority Trigger: Change of status as lead progresses
These are just some of very few examples. In practical sense, each and every business on the face of this earth can have their own way of setting actions and triggers.
CRM system must able to cater to these requirements. When appropriate configuration is done, it becomes a lot easier to manage the processes as compared to the manual way.
4. Analytics 📊
Now here’s where the weighing happens!
Performance analysis is as important as sales analysis. And so is having a configurable reports and analysis. Analytics provide a clear picture of how the team and concomitant sales are progressing. Analytics help
- Getting a clear chart of target vs achievement comparison
- Knowing exact points where there’s a need for improvisation
- Knowing exact points which lead to better results
- Representing the team’s performance
- Individual / team wise data report
A CRM software should be flexible enough to fit in every possible combination for data viewing and deriving at analytics. Only then will it be of better use and yield productive results.
Curious on how to make all the above points happen??
Maple CRM and it’s flexibility to cater any kind of workflow is just the right solution. Automate and increase team’s productivity upto 5x ! Click here to know more.
Quick connect:
📩 info@maplecrm.com
📞+91 95389 25641
Book a demo: 📆 https://immigration.maplecrm.com/
Automation in workflow will not only result into a better team, but also it’s proportionately party to growth of a business. It’s very, very important to choose a system (CRM software) wisely, as your whole business depends on it!
