Are you optimizing your CRM?

So, you run a small business and you've just decided to get organized and put all of your customers into that fancy, new CRM. What's a CRM you say? (Client Relationship management). A CRM is so important to utilize in your daily business. If you are able to optimize your use, your results will be invaluable.

All CRMs are different in what they offer and what they can do for you. That is why it's important to do your research or have your Virtual Assistant do research to find the one that will best suit your needs. Most of them have the same simple functionalities, like, tracking your customers info, interactions, sales, scheduling, marketing and invoicing. All needed to create an exceptional customer experience. One of the best things is having everything one place!


Once you've done your conversion and your VA has put all of your customer data into the CRM, don't stop there. Make sure to tailor your CRM to give your customers the best possible experience working with you. You can do this by making sure to setup workflows that allow for automation of many tasks such as sending emails, replying to inquiries and even assigning tasks to your employees. Use your new tool to apply a marketing strategy, as it will provide you with crucial information on what channels they are using and their interests. Update, Update! That's right, don't let your info be out of date. There are many ways to keep customer info updated, like having your VA keep track of all of those little details and making the needed changes. Doing these things will help to make things run seamlessly.


There are many more ways you can customize your CRM so you can get the most out of it. You want to free up your time so you can focus your energy where your skills are most needed in your business.


The Virtual Workhorse


Connect with us at www.dossvirtualsolutions

Virtual Workhorse

770/547/8882

©2018 by Maureen Doss Virtual Assistant. Proudly created with Wix.com