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Is your CRM set up for success?

Properly managed, a good customer relationship management (CRM) system has the potential to be your business’s greatest asset. But as technology, trends and your customer’s expectations evolve on a regular basis, it’s important to check in with your CRM software on a regular basis to reassess whether your business needs are being met.

To do this, there are several areas to look that’ll help ensure your CRM is set up for success – here are 4 of them:

Check your data

Key question: Does my data model support ongoing growth?

At the rate technology moves, it’s vital to make sure your stored CRM data is safe, accurate and future-proofed for scalability. Think about where your data is stored, both physically and logically, and if it’s securely backed up. This is also a good time to ask whether your data model might be resulting in duplication.

SAFE DATA: Make sure your CRM data is future-proofed for scalability.

Take a look at your licensing and limits

Key question: Am I paying for features I’m not using?

It’s true that you get what you pay for, but sometimes what you pay for is more than what you need. When checking your CRM system, keep an eye out for features you don’t use.

Idea Science can help tailor your CRM by performing a deep dive into your software setup and usage and recommending efficient and effective improvements. That includes letting you know if there’s a cheaper or more suitable alternative license for your business.

Re-think your toolkit

Key question: Are there features I’m not using that could make my life easier?

On the other side of the coin, there could be CRM features that you’re paying for but not getting the most out of. It’s worth making sure not only that your toolkit is stocked with everything you need for your business to grow, but that you know how to use the tools to their full extent.

Re-visiting this can also save you money in the long run, as you may find you’re using a customisation where a standard feature could satisfy the same requirement. It’s also important to make sure your customisations are documented and well maintained.

With so many facets to a CRM program, it’s important to know you’re making the most of all available features

Don’t forget about your users

Key question: Are my users well-trained and getting the most out of the CRM?

For users to get the most out of the CRM, they have to be confident using all its features. For businesses, that means setting aside training time for enhancements, upgrades and new releases.

A more in-depth health check

The last question that’s worth asking, and perhaps the most important, is whether it’s worth bringing in specialist resources to set up, manage or enhance your CRM system so you can focus on your day-to-day business. From integration and infrastructure to environments and deployment, Idea Science can help you understand and clearly define your ongoing CRM needs and offer flexible solutions that support continual growth.

Want to know more about the Idea Science CRM Health Check and Salesforce consulting?


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