Part 4: How a CRM can Enable Productivity in a Remote Workforce

April 22, 2020 -

This is Part 4 of our Work from Home Blog Series. Click here to read Part 1, Part 2 and Part 3.

With the right tools in place, almost any company can go 100% remote. One of our greatest assets that made our remote transition seamless was our Customer Relationship Management software (CRM). Utilizing a CRM to its full potential will help your company run smoothly and efficiently, whether in the office or at home.

With a CRM you’ll be able to visualize your data, segment it, score it, and assign it to the right people to be engaged with it at the right times. Integrate multiple platforms and make your CRM the central hub so as to automate as much of the administrative steps that people do. A CRM makes your life easier by removing 90% of the mundane administrative tasks.

Choose the Right CRM for You

The first step to productivity enablement (especially when you’re remote) is picking the right CRM software for you and your team. When searching for the right CRM it’s important to ask yourself 2 questions: Which CRM will help me manage my customers and streamline communication with them? Will the CRM integrate all my software and create greater efficiency for my departments and teams? A CRM should optimize your business and include the following features:

  • The ability to activate your data to prioritize decision making.
  • Enable better communication between departments, employees, vendors and customers with the use of follow-ups, reminders, and email templates.
  • Allow individuals to keep track of their progress so that they can measure how close they are to meeting goals.
  • Automatically import captured leads and assign them to the right salesperson for a quick follow-up.

Most importantly, a CRM should have features that help your company improve customer relationships by using all the above features and more.

As an added benefit, many CRM software offers the ability to analyze data and make it easy to create reports for the company and its clients. These reports can be used to inform employees how the company is doing and what needs to be done. For clients, reporting can show them how using your service has been beneficial to them.

Salesforce is our CRM of choice and we offer set-up services as well as training, but there are many different CRM software out there. Microsoft Dynamics and Oracle’s Netsuite are comparable but Salesforce is the most user-friendly and easy to get up and running quickly. It’s important to do your research to make sure your choice CRM software offers what you need.

Integrate Your Apps into a CRM

From time tracking to project management to accounting, there are so many apps and different software on the market that help your business. Needless to say, it can be hard to manage them all separately.

Using your CRM as a centralized hub will help you keep track of all the software necessary to run your business without the hassle of checking on each individual program. See orders, inventories, shipments, invoices, and more all within your CRM.

Not only can you view it all in one place, but If someone takes action within the CRM, then that action is automatically reflected in the apps you integrated with it (e.g. if you send a payment through the CRM then your accounting software will see that sent payment).

Automate Your Workflows

Integrating your apps and software into a CRM has the added benefit of giving you the ability to automate your workflows. The biggest commodity your company and employees have to offer is time. Enhance your revenue by automating menial tasks that take up that precious time.

Incorporate all departments to a central CRM Hub

Keeping track of what each department within your company is doing is easy when you use a CRM as a centralized hub. Not only can you get the full picture of your company but you can see an up-close view of the minute details within each department and employee.

Departments don’t have to be customer-facing in order to be integrated into a CRM. A CRM can make communication within the company, with vendors and with the customer effortless. Some departments that can be integrated into a CRM include:

  • Marketing
  • Sales
  • Customer Service
  • Accounting
  • Banking
  • Administration
  • Vendor communications
  • Stakeholder collaboration within your CRM system

Over the next few weeks, as the business world works to quickly adjust to our current reality, we will begin unpacking all of the relevant ways to digitize and dematerialize your processes, procedures, and offerings in our Work from Home Blog Series.

We are happy to point the DIY’ers out there in the right direction or to assemble our team to get it done for you. Whatever it takes for you to succeed!

We have been helping businesses, government agencies, and nonprofit organizations enhance their productivity and “go-remote” since 2006. You have been through tough times before. We all have. And we are here to help you.

If you need anything, call Adam today at 1-833-464-2641

Part 4: How a CRM can Enable Productivity in a Remote Workforce | Blog