What your business really needs from a CRM system
As an organisation, your sales teams depend on the right data points to predict and plan effectively in order to boost revenues. Sales processes often struggle though to keep pace with evolving customer expectations and outdated data collection methods keep information siloed — making it difficult to achieve personalisation, clarity and consistency.
According to CRM analysts, the most common CRM adoption roadblocks are as follows:
- Poor adoption strategy
- Lack of support from senior leadership
- Poor coordination with your intended end-users
- Few consequences for not using the CRM
- Software poorly integrated with other systems
- Lack of relevant training
There are many advantages to utilising CRM software, such as increasing the productivity of salespeople so that they are far more likely to hit their sales targets. However, no matter how well your CRM strategy aligns with your business objectives, or how good the technology is, one will struggle to achieve a substantial bottom line improvement if the team does not engage properly.
Fortunately, there are features in solutions such as Maximizer CRM that will help to improve sales processes with the right CRM strategy. Maximizer CRM makes enabling organisational success a top priority and the primary aim is a commitment to helping all customers achieve outstanding results. With top-rated tools for contact management, lead management and customer service, Maximizer CRM gives businesses everything they need to grow – all in one place, including:
- Help your team become better organised and more efficient
Improve your business’s agility with customization at every level. You can configure Maximizer CRM’s automated workflows to your processes while having each user streamline their view to just what they need to see. You can also call upon in-house professional Maximizer CRM service teams for deeper customizations delivered on time and on budget at cost-effective rates.
It’s also possible to enhance your team productivity and responsiveness with dynamic task management tools. Filter your task lists by priority and urgency to see what’s coming up — and easily shift low-priority tasks to a colleague or another day to balance workloads.
- Improve your customer service
Maximizer CRM empowers your customer service and support teams with everything they need to effectively track, manage and resolve issues quickly and easily — including technical support, billings and returns. You can get snapshots of your service responsiveness with graphical dashboards and reports while quickly surveying ticket resolution times, outstanding cases, and customer success across teams, agents and departments. This all optimizes your operation for higher efficiencies.
- Keep your data secure
Multi-Level Security – Maximizer CRM’s state-of-the art security infrastructure includes a Tier IV data centre partner, industry-best practice processes and technologies, 128-bit SSL encryption, firewall-protection, 24/7 intrusion detection monitoring and more. This all serves to protect your data against external and internal threats, ensuring accessibility whenever and wherever it is needed.
- Better understand and refine your sales process
Improve decision-making and collaboration with Maximizer CRM’s powerful dashboards & reports. Also personalise your view of Key Performance Indicators (KPIs) and spot trends at a glance. Futhermore, you can easily generate custom reports, drilling as deeply as you need, and take action with dashboard alarms and automated activity plans.
- Allow your team to work remotely
Access your CRM dashboard anywhere, anytime, using Maximizer CRM’s feature-rich mobile apps for Android & iOS to manage schedules and connect with customers while on-the-go.
- Develop a more effective lead generation strategy
Empower your sales team with more selling time and eliminate non-revenue generating tasks. You can ensure that no sales opportunity goes to waste with automated lead management while tracking the status and source of every lead — and route leads by a specific territory or agent while the prospect is still interested.
Pinpointing what you hope to accomplish out of installing a CRM solution is the first step to making the most out of CRM software. Without defining what success will look like for your business, you won’t know how to evaluate your own performance. It is important for organisations to make good use of CRM software dashboards and automated reporting tools to meaningfully represent KPIs, building a personalised and updated view that keeps your finger on the pulse of your business.