BAASS Insights Technology Blog

In case you were not able to attend the webinar How CRM can help you Navigate the Changing Landscape, which is now accessible on-demand, we have created a recap with the highlights of ways you can leverage your CRM to excel at all levels in your organization.

Customer Relationship Management (CRM) solutions help businesses store customer and prospect data, track sales processes, track customer satisfaction and more. However, when a CRM system has not been upgraded there are many things your business may be missing out on, such as the system not running to its full potential or the inability to access important features. We have compiled a list to help assist you in determining if it is time for a CRM system upgrade. 

Amidst the COVID-19 pandemic, many people are working remotely, including our own BAASS team. While away from the office, we continue to utilize the same business applications that we would have access to under normal circumstances. By storing our applications such as CRM on a remote desktop, BAASS employees are able to access these tools from their own homes with two simple things: a computer and an internet connection. Now, more than ever, you can expect to rely on your CRM. Having a CRM solution can help your organization streamline processes and connect your various departments. In this blog, we will provide you with a few tips to help you leverage your CRM during these times while working remotely: 

Companies that excel at lead nurturing see a better return on their marketing investment. A survey from Forrester Research indicates that companies who become masters at lead nurturing, close sales 50% more often and at 33% lower cost than those who do not develop a strong lead nurturing strategy.

Businesses often think of their CRM systems as “marketing only”, and by marketing, they mean the typical push-marketing scenario: pushing out emails or messages to clients in the hopes of making a sale.

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! 

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

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!