Budgets. The credit crunch might be a while ago, but limited budgets isn’t.

May 24, 2018 @ 1:45 AM · How to get great CRM

Budgets. The credit crunch might be a while ago, but limited budgets isn’t.  And when you consider how much CRM databases cost, you can easily spend half your whole marketing budget if you're not careful.  But you can do a great deal on a very limited budget.  Data for one. Oh, and getting it right that is.  If you've got a tiny budget and you've been told to "sort out our marketing database", the best area you can spend that budget is on your data.  And it need not cost you a fortune.   I'll bet you've got most of the information you'll need sqirreled away somewhere in your organisation already. Website feedback forms, rollerdexs, ......

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CRM systems TopTip: If you tweak your system - it'll slowly cost you a fortune.

May 18, 2018 @ 11:50 AM · How to get great CRM

If you have to tweak a few areas, make sure it's future proof and that you can alter the values in the field (or whatever) yourself.  A long time ago, I was asked to add 'x' field into one area of my system.  Then a few month later, another, and some time after that - another.  

 

If not, ...once you come to migrate to a new system, you have to pay to copy these all over again or delete them.  Find a system that bolts them onto the main system, so ewhen the main system upgrades, you simply re-plug your amends onto the side of it.All withinin the same feature.  Tracking pitches as it happens.  Each time I ended up having to go back to the database suppliers - and ......

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CRM systems TopTip: Have regular update meetings with your CRM system supplier.

May 11, 2018 @ 11:48 AM · How to get great CRM

CRM systems TopTip:  Have regular update meetings with your CRM system supplier.  

Otherwise they'll get away without servicing your needs.  So to speak.    Go for weekly - and if they baulk, you are obviously not an important enough client if they can't spend 15 to 30 mins with you each week.  You can also chase them up on things more regularly, like bugs, how to use features and stuff like that.  Monthly, quarterly and half yearly lets too much time go by in-between chats.  If you've not already bought a system, or are re-doing your contracts - get this stipulated. Helps no ends.  Bit of hassle to begin with, but you and they will soon ......

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CRM systems TopTip: Two differing viewpoints on how to launch a database.

May 9, 2018 @ 11:55 AM · How to get great CRM

CRM systems TopTip:  Two differing viewpoints on how to launch a database.  One.  Launch to your whole firm - starting with really simple abilities - adding features week on week / month on month with WebEx (or the like for training sessions / refreshers) - and focusing 1-2-1 time on key influencers.  Second is... launch to a team at a time.  Benefits to both.  Negatives also.  I'm in the 'hit it with a sledgehammer' camp first approach.  I'm an idiot like that sometimes.  Not always the best route I'll agree with you there - lacks the personal touch (very important in getting take up).   I'd be interested to hear......

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CRM Systems TopTip: Research the needs of the user and find out what your current situation is befor

May 7, 2018 @ 12:16 PM · How to get great CRM

CRM Systems TopTip: Research the needs of the user and find out what your current situation is before you buy a new system or upgrade what you are currently running.  No point answering a question that doesn't exist.  Most of the CRM and marketing systems do far more than the 'average' user wants, so be careful about buying super smashing lovely features.  80% of your users will only want about ten buttons in the whole system.  One tip - make sure you can de-spec your system for different types of users. No point having the majority of your users scared stiff about using the system.  I hear it all the time - "it's all so complicated".  And I've even ......

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How to sell the idea of a new CRM system

May 1, 2018 @ 12:34 PM

Selling the idea of a new CRM database in your firm - try these ideas:

Increase your knowledge on activity with key clients and contacts

Increase your cross-selling, up-selling and work lead opportunities

The ability to identify contacts most likely to need your services

Higher response rates / Lower data admin burden, - Centralised and deeper knowledge on your firm's clients and contacts

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