How Do You Choose The Right CRM for Your Organisation?

BRISBANE, Australia - June 14, 2021 - PRLog -- When choosing the right CRM, it's important to be clear on what your organisation needs.
Most organisations turn to a CRM because it can improve their performance in the key areas of sales, service and marketing.

Sales

How does your sales team currently operate and are they working as efficiently as possible? Does each salesperson keep their own record of contacts and follow them up in an ad hoc way? Do they remember what desires their lead expressed last time?

A good CRM makes the selling process more systematic and effective.

• Leads are stored in a central location that can be accessed from anywhere.
• Leads are updated with key information that can help you time and correctly word your follow up pitch.
• Leads are moved into a sales process that blends automated and human contact.

Service

It costs several times more to acquire a new customer than it does to sell to an existing customer. How well do you currently service your existing customers? Are you currently missing some opportunities to genuinely delight your current customers and convince them to buy again and refer you to others?

A good CRM makes it easier to deliver exceptional service.

• Sort your customers based on the type of service they need.
• Ensure each customer receives the right type of service, with the right messaging at the right time to maximise the chance that they will take action.
• Automate the escalation process so that your service team can focus on those customers that need personalised attention right now.

Marketing

Marketing is becoming increasingly challenging as consumers retreat into their own digital cocoons. Unlike the past where many of us watched similar TV channels and read similar newspapers, we now live in highly personalised worlds of YouTube subscriptions, Facebook groups, LinkedIn communities and more. We're more savvy about our marketing choices and have a range of resources to check the claims made by advertisers. To successfully communicate with this fragmented, wary audience, we need to offer marketing that is personalised and tailored.

A good CRM makes allows you to do just that:

• Categorise your contacts based on what stage of the sales cycle they are at.
• Offer marketing that is tailored to your customer based on their sale cycle stage, age, previous purchases, preferred method of contact, affiliations and previously expressed desires.
• Fit customers into a multi-stage marketing journey that is compelling and pulls them to act over time.

If you would like a more specific comparison of Microsoft Dynamics 365 against particular CRMs you are considering, please give our team a call.

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