BAASS Insights Technology Blog

Benjamin Franklin said it best “By failing to prepare, you are preparing to fail.”  Without taking the time to plan or set goals, you will wade through your days, weeks, and months to find it is December again and a new year is around the corner.  Here are 4 tips to ensure you end 2019 with a plan going into 2020.

With the end of the year creeping closer, it is an excellent time to get feedback from employees to shape company plans for the coming year. Happy employees lead to greater productivity. A survey done by the University of Warwick found employees who were happy were also more productive, by about 12%. A similar study by the Harvard Business Review found happiness raises nearly every business and educational outcome: raising sales by 37%, productivity by 31%, and accuracy on tasks by 19%. Based on this, we have put together our tried and tested methods for gaining an insight on the company pulse.

While it may be exciting to dive into your CRM right away, it’s important to develop a CRM strategy to complement it. There are a variety of ways that organizations choose to develop their CRM strategies; don’t be limited in this process. Check out some of our steps to developing a CRM strategy! 

Business intelligence is an all-encompassing tool for analyzing data. This raw data is transformed into meaningful and useful information for business purposes. The implementation of business intelligence provides a complete view of your business, helping individuals make better, actionable decisions. Not convinced about BI yet? Don’t worry - we have compiled a list of reasons as to how BI can be useful for your organization.

As your organization implements a new CRM solution, it’s important to be aware of common CRM mistakes that may arise to help you avoid them. It’s important to note that these mistakes may be useful even if your organization already has a CRM solution in place! Here is our list of common CRM mistakes

Many companies want to speed up their ERP implementation timeline. They may be late getting to an ERP project, or late kicking it off, and suddenly feel like the clock is ticking. A good project manager can help you find places in the timeline where you may be able to shave off a day here or there, but there’s one thing you should never sacrifice for the sake of speed: testing. Companies have found out the hard way that sacrificing testing can lead to big problems.

The customer relationship management process in its simplest form involves pushing your potential customers through the sales pipeline; the idea is to ultimately convert them into customers. The key to this is understanding the customer lifecycle. Although there may be many versions of this cycle floating around the internet, there are some basic steps that they all follow: awareness, interest, education, purchase, post-purchase engagement, and loyalty. What you want is for customers who will advocate for and be loyal to your organization. Check out these tips for an effective CRM process!