8 Ways To Get More From Your CRM System

Every company has a system to manage customer relations. (Or at least they should)

Beyond that he similarity of what they use and how they use it is all over the board. 

After 18 years in the CRM business, I can tell you that most programs are undirected and grossly under used. 

Here are a few ways to improve the health and payback of your CRM investment.

GET MOVING With 8 High Payback Ideas 

Turn leads into Dollars! with a Tech.Sell lead tracking system and reports - We can develop, implement and build measurements for you!

Track the important stuff automatically - Contract expirations, warranty renewal dates, key birth dates, whatever, then use automated actions (workflow) to create reminders and follow ups.

Target market - key customers and prospects with an email marketing campaign - We can help you build the campaign, the templates and the targets!

Clean up your database - Safely get rid of old clutter accounts, calendar mess, archive emails, long gone users and more. Clutter hurts the credibility of your system.

Check security and backups - Never have a drive crash and start looking for your backup!!! We've seen clients lose years of history by "assuming" their backups were running. 

Get Mobile - Put all your info on your Smartphone! or tablet, with Nimble, SugarCRM, GoldMine and WMobile, GoldMine Mobile and RIVA 

Get Smarter - Do some training of admins, new users and old users who need a nudge.

Plug into SOCIAL NETWORKING - Keep on top of all your LinkedIn connections, Tweets, and Twitters, Facebook, email and more. Implement Nimble, the awesome new Social CRM, for only $15.00 per month.

Use Your Imagination
If there's a part of your business that isn't being tracked or managed quite at your comfort level, let's talk about it. Tech.Sell has 18 years of turning what ifs into programs that work!
Here is an example of a client whose pipeline was leaking leads and dollars like crazy, BEFORE we created a simple lead tracking system.

"We use the program regularly. It serves as a great tool in our weekly sales meetings.  From everything that I can see, and experience, it is progressing quite well.

In terms of sales improvement, I can say, with certainty, that the program has held our sales team far more accountable for their follow-ups and this has greatly diminished the issue of any prospects "falling through the cracks".

If it's time to get a better return on your CRM investment, call us today at 847-382-4500.