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4 tips for successful customer relationship management

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The key to running a successful business is building relationships with your customers. For most modern business, keeping up with customer communications can be difficult with so many different communication options like email, telephone, text, and web-based chat available.

A recent study found that businesses are spending nearly $26 billion a year on customer relationship management (CRM) software. If you’re looking for a better way to manage your customer relationships, consider these 4 tips for implementing CRM software in your business.

1. Find the right CRM solution

With all the different CRM software programs on the market, selecting the right one may be difficult. Consider consulting your managed IT service provider for help finding the best CRM solution for your business.

The main difference between the CRM programs on the market are the features they have. Growing companies will need to find a program with features like advanced lead generation and call center features. You’ll also want to find a program with customizable features that you can add or change later as your business grows.

2. Implement the software

Once you have found the right CRM program to fit your business needs, it will be time to implement it. Having professional IT support during this process can save you a lot of time and stress.

You’ll also need to train your team on the new software. Make sure not to overload them all the new features at once. Focus first on the basics like creating records and assigning tasks. Consider regular training meetings to train your staff on the more complex features as they become more comfortable with the system.

3. Customize your approach

A well-built CRM system will allow you to customize both the customer and employee experience. Not everyone on your team will need access to every bit of customer data you collect. This is why you need to work on creating a single pipeline and then limiting access to some of the elements within this file.

Some business owners make the mistake of creating separate folders for the same client. If a client has separate folders for things like sales or support, it can become confusing. The beauty of using a CRM system is you can store customer data in one place and while limiting access to different parts of the information as needed.

4. Utilize mobile CRM tools

Unless you have been living under a rock for the past decade, you know how popular mobile devices have become. While the mobile CRM tools on the market are not as detailed as desktop software, they do provide you with the ability to update customer data from your mobile device.

These apps will also help your team pull up information like a customer’s contact data. Most CRM mobile apps allow users to create tasks and make notes about a client with the click of a button. If you have lots of employees who work in the field, then having these mobile tools is essential.

Are you ready to embrace the power and convenience of CRM software? If so, contact your managed IT services provider for help finding and implementing the right CRM solution for your business.

5 ways to use technology to improve productivity

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Productivity is a big buzzword in office culture, and for good reason. The more productive your staff is, the greater your overall efficiency and the lower your total expenses. Who doesn’t want to see their employees get the maximum work done in the least amount of time?

There are plenty of technological tools to help increase productivity. The following are a few we’ve seen work in business settings.

1. Cloud-based project management

If your project management software is housed based on a single machine (or even on your local network), there’s a good chance it isn’t accessible remotely. However, if you use cloud-based project management software, your employees can stay on task no matter where they are.

Many cloud-based options even include a smartphone app for optimum access. It doesn’t matter if you’re across town for a quick meeting or across the country at a conference. You’re still engaged.

Options like Basecamp, Asana and Zoho are great for agile teams and those with workers who prefer to work from home at least part of the time.

2. Instant communication

As we alluded to above, it’s not uncommon to find more folks working from home. In fact, some teams are spread across the globe, working together as part of multinational corporations.

And, of course, sometimes you just don’t want to get up and walk across the office to have a conversation. It will disrupt your flow.

With technology, you can easily communicate with anyone, anywhere. We recommend instant messaging apps for the easiest, most seamless communication. You can IM from your PC or your phone, and it’s so much like texting that it will feel immediately familiar to everyone.

3. Automate everything

With all the business automation tools available today, you never need to be in the position where a critical (but fairly minor) task is forgotten.

You can use automation for everything from pre-scheduled email marketing campaigns, to CRM-based reminders to follow-up with prospective customers, to in-depth analytical reports that get delivered straight to your inbox each week.

Automation is an immediate productivity booster. There’s no reason to pay someone to do something by hand that can easily be automated. Instead, free your employees to focus on the things that really require their attention.

4. Easy Outsourcing

Consider this scenario. You don’t have the right person for the job, but you also don’t want to hire a whole new employee.

There are technology tools that make it easier than ever to hire outsourced help. It even possible to hire specialists in situations where a high level of expertise is required.

Online services like Upwork or Fiverr allow you to easily view and hire freelancers for simple, straightforward jobs. When partnering with whole outsourced firms and high-level specialists, we recommend using the previously mentioned communication & project management tools.

5. Online Learning

Employee training is actually an important component of productivity. Not only does it improve the skills of your employees, which naturally makes them better at their jobs. It’s also a perk. Most employees appreciate an environment that fosters their own development.

Companies are increasingly turning to online learning as a way to offer more affordable value for their employees. One major benefit is the flexibility that comes with online learning. Whether we’re talking about online classes through a university or a specialized training course, online learning is extremely convenient.

If any of these productivity-enhancing options sound like they’d be a good fit for your business, we encourage you to reach out to your managed IT services provider. They should be able to help point you in the right direction. Plus, they can ensure you have all the network capabilities you need to support the tech tools you want.