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5 tips on how to successfully start your CRM journey

Updated: Nov 15, 2021

CRM systems are the best way to easily manage all customer information and store it in one place. Let’s have a look at some facts now:

  • 80% of companies that started using CRM for sales, increased the number of leads

  • CRM for sales generate $ 8.71 per dollar invested in them

  • CRM increases revenue by 41% on average per sales representative, increases lead conversion by 300%, and reduces marketing and sales costs by 23%.

Nowadays, most companies use some CRM program, but are they using it in the best way possible? We prepared a few tips for you on how to successfully start using your CRM.

1. Motivate the users The CRM system works perfectly, only if there are active users. That is why it is important to motivate others to actually use CRM. Let’s have a look at some ways of how to do this in the following points.

2. Spread the knowledge

Make sure your colleagues/employees are well trained and prepared to start using the system. If you want them to start using the program, you should prepare them accordingly. This means sending out materials (such as user guides) or even setting up a training event. This is a great head start for your CRM journey within your company.

3. Find the “SuperUser Ideally, there should be a person who knows the best and if needed, helps others with the CRM. Even after sufficient training, there are probably going to be questions and concerns as these types of systems have a broad spectrum of functionalities. This will help all the users to feel comfortable when there are any issues.

4. Do some internal marketing Internal marketing within a company is often underestimated. If you truly want to motivate your employees to use the system, we suggest doing some promotional activities. This could be, for example, sending out internal emails with reminders or some fun facts.

5. Set up usage guidelines and a strategy Lastly, it is important to set up some guidelines and strategies, so that everyone is on the same page. Set up some simple rules and develop a strategy that anyone can adopt.

We wish you the best of luck on your CRM journey!

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