CRM systems are often thought to be complicated. That can be the case, since a CRM system is made up of advanced software. But through consultation, each CRM package is customized, and with some short training the system quickly reveals its secrets. Thinking about what you want to achieve with CRM in advance is a prerequisite. That way you get the most out of your CRM system, so it works for you and not the other way around.
There comes a time when an organization can no longer map out its relationship management on a spreadsheet. There are many practical drawbacks at the basis of this fact. Of course you could apply filters to your data, record various details and share documents, but a CRM system makes everything so much easier. In short, CRM becomes a ‘must’ to support your activities.
Decide your own difficulty level
Because CRM systems are sophisticated, they are often wrongly considered to be too complex. Nothing could be further from the truth. Compare it to driving a car. First, you decide that you need to be able to drive. Will you drive an automatic or a manual? Next someone will need to teach you the basics, but once you've got your license and gone some miles, you'll see how easy it is. You can decide the difficulty level for yourself. Do you go long distances, or stay close to home? Seeking the bustle of the city, or rather the quiet countryside?
With CRM software as with getting your driver's license, you decide exactly what you need. Do you want all the possible features in the package, or will a couple of them be enough? Will you be needing any links to other software packages? You should also take possible future needs into account. Knowing what you do and don't need allows for the system to become a customized package. Features that you don't use won't cause confusion or be a nuisance. Once the infrastructure of your CRM system has been determined, you'll receive customized training so that you can get the most out of it.
A plan for every action
But a customized system isn't all there is to it. To get maximum use out of a CRM system, you'll need to determine for each action what your objective is and who you want to focus on. Whether you want to send email marketing to cold prospects or create a sales campaign or newsletter for existing customers. If you know what you want to do, for whom, how you want to do it, and with what result, you can turn the right knobs in the CRM system. The system will support you with the implementation, and after entering feedback on your action, it'll help you develop a picture of the results.