In today’s business world, doing all you can to take care of your customers, know what they are thinking, and what it is that makes them choose to do business with your company is more important than ever to help you stay ahead of the competition. To accomplish this, you may want to do like more and more businesses today and create a customer relationship manager, more commonly known as a CRM. Though you may think it’s complicated, it is much easier than you imagine. To get started, here is what you need to do.
First, you need to define your business process. This will include how your customers find out about you, how a sales prospect becomes a sales lead, and how you turn leads into actual sales. Once you’ve completed these steps, you can use your CRM for automated lead scoring, site tracking, and in-depth analysis of marketing data.
Next, you need to start customizing your CRM. This will mean you may need to use netsuite support now and then to help you fully understand how to customize the fields, stages, and pipelines that are key aspects of your CRM. Custom fields will include such information as a customer’s name, birthday, job title, or even their favorite color. Stages will include your initial outreach to the customer, subsequent conversations, demos and presentations made to the customer, and deal completions. Finally, pipelines let you analyze which sales stages are most effective, as well as which ones need improvement.
After you have finished customizing your CRM, you can begin to bring in your customer information and add it to the system. As files are imported, the CRM can automatically begin to tag customers and place them into the appropriate pipeline, meaning you will always know which customers have just started the sales process and which ones are close to finalizing their deal.
Finally, the last thing you do when creating and managing your CRM is to add the appropriate users and set permissions. For example, your company’s marketing team will require access to email automation, but not necessarily sales pipelines. Meanwhile, your customer support team will need access to contact information when resolving customer problems, but likely won’t need to access marketing data.
Once you create your CRM and begin managing it, you will be amazed at how much more efficient your company will be on a daily basis. From improving your sales and marketing to increasing customer service efficiency, your CRM will help you do this and much more.
Anica is a professional content and copywriter who graduated from the University of San Francisco. She loves dogs, the ocean, and anything outdoor-related. You can connect with Anica on Twitter @AnicaOaks.