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How to Keep Your CRM Up to Date

Posted by Synchronicity on Apr 10, 2018 9:04:00 AM

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So, you invested in a CRM…good for you! A CRM (Customer Relationship Management software platform) is one of the best pieces of technology you can implement into your business operations…but is your software up to date?

 

Why it Matters

An out-of-date CRM is like a handwritten ledger from three years ago. A little useful for reference, yes, but all-in-all? A waste of space on your desktop. Keeping your CRM up to date ensures you’re always ready to capture, nurture, and convert new leads…and that’s the point, isn’t it?

An updated CRM:

  • Provides you a snapshot of every lead’s exposure to your brand thus-far
  • Allows you to be more efficient with your sales and marketing efforts
  • Ensures for smooth lead transitions between departments and team members

And what do all of those things have in common? They create a better customer experience for your contacts which in turn results in more sales. BOOM.

How to Keep Your CRM Up to Date

The good news is, keeping your CRM humming isn’t as difficult as you might think. It’s all about choosing the right CRM in the first place, then making small adjustments on a regular basis.

Remember that data still relies on people. You can have all the tools in the world, but if your team isn’t using them to their fullest extent, they’re leaving money on the table. Be sure your staff has been thoroughly trained on how to consistently input the right data for your processes. If your tools are relying on “forced adoption,” which essentially means your team hates using them, they’re not the right tools.

 

Is That All I Can Do?

Nope! You can also be sure your systems aren’t creating redundancies, leading to inefficiency for your staff. If your coworkers are forced to input information more than once, something’s broken. Talk to IT about better integrating your platforms (or data sets) to create one cohesive experience for your team, not a disparate mess.

Finally, rely on your software’s baked in scheduling tools! Almost all CRM platforms know it’s hard to stay up to date; almost all make it easy to sort by “last reviewed” date or even to set a reminder to update a specific set of fields. Note specific opportunities that are natural segues for updating your data (i.e. after a mass email, every time a meeting is scheduled with a client, monthly status updates) and be sure the info gets a once-over on those occasions. Updating a little bit of information every now and then is always easier than updating everything all at once.


Does your team need a better solution for CRM? Synchronicity knows how painful inefficient technology can be and worse, how much it can cost your business.

Reach out to us today to talk about your sales and marketing process and the pain points you’d like to solve. We’ve got a solution.

Tags: CRM