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Customer Relationship Management (CRM) is a multi-faceted approach to help you track interactions with current and potential customers, optimizing your sales and communication efforts, in turn, driving revenueand boosting customer retention. Here are our top three tips for maximizing the effectiveness of your CRM:

1. Invest the Time: 
When CRMs are used to their fullest potential, they optimize your sales efforts, communication efforts, and data tracking efforts. CRMs are designed to take all of this information and use it to your company’s advantage. The most important aspect of incorporating a CRM into your strategy is making sure you set aside the time to utilize it correctly. CRMs are a long term investment, so it’s important that you take the time upfront to import all of your current customer information, sales data, and anything else your CRM collects. Be intentional about your transition to whichever program you choose to utilize, and invest early so you can discover and explore all of the tools at your disposal. Give your CRM the effort it needs to set up so it can do the rest of the work for you.

2. Train Your Employees:
Similar to investing time into learning your CRM, you need to invest time into training your employees on your CRM. Like many great tools, CRM is useless unless your team knows how to utilize it. Although many workers know how to use spreadsheets, teaching them how to use interactive data programs will bring the data to life, and is much more user-friendly in the long run. A CRM can automate daily tasks, like sending out email campaigns, following-up with customers, or tracking steps in customer journeys. You can receive immediate feedback on marketing campaigns across platforms, and have a one-stop-dashboard for lead and customer communication. Using CRMs with your employees can also be a great motivator for them to track their own progress and watch their work drive results.

3. Customize to Optimize:
CRMs can drastically change the way you track data and customer interactions. Although there’s a diverse range of CRMs, each one can teach you about your customers – their spending habits, their motivations, their relationship with your brand, etc. You can use all of this trackable data to anticipate their needs and sell to them. You’ll need to customize your dashboard to your business’s needs and practices — it should reflect your sales process. Depending on the size of your business, you can utilize the most basic kinds of CRM or the most complex. There are many different kinds of CRMs; some that are contact-based, conversation-based, and/or marketing-based. Determine what’s the best fitting for your business model, whether it’s a basic lead tracking set-up or even marketing automation.

CRMs are mutually beneficial to your company and your customers. Using software or management systems that optimize your communication efforts can build loyalty between you and your customers as each interaction is established. By automating daily tasks, collecting and organizing all of your customer information, and analyzing customer interactions, your company can better understand your customers — anticipating their needs to ultimately increase your sales.

Contact Brand Iron today to learn more about how to utilize CRMs, and what they can do for your business.

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