The Secret to CRM Success: Having a CRM Guru on Staff
6/25/2015
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Simply having access to a CRM system does not allow you to
instantly reap the benefits of that customer database. With a simple CRM like
AddressTwo, there isn’t much of a learning curve when it comes to understanding,
but there are some important habits to form in order to hit the ground running.
Therefore, the key to receiving CRM benefits is the CRM Guru. This is your
go-to CRM girl or guy who will drive your business to success through customer
knowledge. You won’t want to leave home without them, but who are they and how
can they help you succeed?
Your CRM guru is the owner, front desk person, sales
manager, or head of IT (you get the idea). There are no limits to who the guru
can be. As long as your chosen one is a hard working individual who is
dedicated to learning the ins and outs of your CRM software, you can’t go
wrong.
These Gurus play three key roles in your organization.
#1: They are your CRM user
One sole person can learn everything there is to know about
using the CRM and pass on their wealth of knowledge to everyone who will be
using the software. Forming habits in one person to pass on to many is easier
than trying to form the habits in everyone from the beginning. As mentioned in
our previous blog, it can be a pain in the butt to get started in your CRM. There is a lot
of data entry, data management, and organization that goes into getting started
in a CRM system. Having your CRM guru get you started will make the transition
so much easier. They can also be in charge of data maintenance as your business
grows.
This allows one person to be in charge of the start-up. This
means your sales team won’t have to slow down their selling process in order to
learn the new software on their own without help. Selling is already a process
and it’s hard to break those habits. Having a CRM guru can help the sales
people learn how to use the CRM system more quickly and efficiently and will
help them to add it in to their already developed sales process.
#2: They are your CRM support
When employees have trouble figuring out how to do something
specific in the software, they know exactly who to turn to. Your CRM guru will
most likely know how to solve their problem. If not, they will know where to
turn for the information you need, whether it be to the software support staff
or to the posted tutorial videos on the website. Having one person deal with
all of the support issues can streamline the efficiency of getting help in your
CRM and may help the support staff work through any deeper problems much faster.
#3: They are your CRM advocate
These gurus know the ins and outs of your CRM. They are the
people who will push to gain the benefits from the system. They can hold
everyone else accountable for using the CRM software to its fullest potential.
Your CRM guru will go to the end of the line defending the benefits you gain by
knowing everything there is to know about each customer. When they defend your
CRM, they defend your bottom line.
Your CRM guru will be a key to your success. Do not take
this go-getter for granted. They play some very important roles in your CRM
adaptation. Make them known, and they will make you proud.
ARE YOU THAT GURU?
If you are your company’s CRM guru and are looking for
support help in your role, we have posted tutorial videos on our website and are
always available to help through email at [email protected]. Feel free to
reach out to us any time. We also offer free
weekly training on our CRM software, which would be a great online event
for you to attend, Guru. You will be the all-knowing power of your company’s
CRM in no time.