CRM Best Practices for Maximum Customer Success - Deepstash
CRM Best Practices for Maximum Customer Success

CRM Best Practices for Maximum Customer Success

Curated from: ashleyhgillespie.medium.com

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CRM Best Practices for Maximum Customer Success

The most successful CRM experiences are Custom-Built to cater to the company and its unique style and needs. How can you build and maintain a system that keeps everyone on the same page, while quickly bringing new teammates up to speed. How can you groom your CRM to highlight and showcase the most important and relevant information, while ensuring that a new team member can step in and easily start supporting a new customer.

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1. Keep your CRM data clean and clutter-free

Many users expect their CRM to contain everything from a to Z and be perfect from day one. But if your CRM is more established and you need to Declutter, removing Duplicates can cut out a significant number of leads, people, or companies. If your CRM is more established and you need to Declutter, you might find that removing Duplicates can cut out a significant number of leads, people, or companies. In copper,

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2. Invest in user onboarding

Many teams fail to realize that improper or insufficient training can counteract those capabilities. Copper has a Self-Paced Onboarding program for Admins, an Onboarding training Video, and a series of Onboarding and training Webinars. If you’re just starting out, group Onboarding sessions can be a great way to foster collaboration and ensure that everyone is on the same page.

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3. Create filters to facilitate daily workflows

In Copper, you can filter based on:

  • Leads
  • People
  • Opportunities
  • Companies
  • Projects
  • Tasks

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4. Make the system easy to use

Making the system familiar and easy to use will instill some sense of ownership and drive interest across the board. If some of your team members are particularly adept at using Gmail, see if your Crm allows you to Embed some of its features in the Email App. Copper, for example, offers a chrome extension for Gmail and Inbox that provides you with the ability to share a single set of contacts. With just a few clicks,

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5. Automate as many tasks as possible

While you can build several types of automation triggers, I recommend you to create and use the following as a jumping off point:

  • If a contact is inactive for more than seven days, create a task for the responsible user to follow up.
  • Send new customers a welcome message when their deal moves to the “closing stage,” and notify the relevant success manager internally.
  • If a customer has been active for two years, create a task to send them a loyalty appreciation present.

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Create filters to facilitate daily workflows

Configure your Crm to quickly present the information to your sales team. Many Crms are capable of automating the data entry function by pulling in business descriptions from the web. In copper, you can create automated actions to assign tasks to record owners once the leads have been created. Use automation to enhance the efficiency of your Workflows and free up your team from wasting valuable hours.

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Clean Up CRM Clutter

Be a minimalist. Many users expect their CRM to contain everything from A to Z and be perfect from day one. But I recommend starting with a “less is more” mentality. 

Make maintenance ongoing. As your teams, clients, and data mature, you’ll need to revisit your processes and look for opportunities to optimize and automate. 

Remove duplicates. If your CRM is more established and you need to declutter, you might find that removing duplicates can cut out a significant number of leads, people, or companies.

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