The CRM Software Blog has recently released a nice white paper and accompanying infographic about how companies use CRM in different ways.
The white paper includes a number of examples of how companies have used CRM to reach their goals and power their day to day business processes. Also included are a number of helpful tips about CRM implementations and use.
Two points are worth highlighting:
- #8 Set Off Alarms – I use this feature extensively and would imagine almost anyone would benefit from the focus and discipline that is encouraged by having your CRM system remind you what and when things need to be done. We are all very busy these days and it’s easy to let things drop off your radar. CRM can easily be used to help you keep on top of the hundreds of things you need to do.
- Tip: Don’t be afraid to automate – I automate processes in CRM as much as I can. It’s a time saver and maintains consistency in your business processes. We use CRM as the customer experience backbone for www.myGPcloud.com It runs 24 hours a day, every day.
The new white paper can be downloaded here.
The inforgraphic is located here.
Frankly, any white paper titled, “24 Wildly Creative Ways…” deserves some of your attention.
Check them out.