Consider your CRM's key stakeholders
Posted: Thu Dec 05, 2024 4:58 am
While you may be in the market for a CRM and researching the benefits of a CRM on your own, it’s important to remember who you’re buying for. Whether you’re a manager or not, chances are you won’t be the only one who will benefit from implementing CRM software, so it’s important to think beyond your own needs.
First, before you ask your team for feedback, as a general rule, you want the benefits of a CRM to include excellent customer support and an easy-to-implement framework. Avoiding overly complex CRM systems or customer service teams that take more than a week to respond to you is an easy way to ease the transition and make your teams’ lives easier.
The next thing you need to consider is the key functions your team is performing. Are they sales reps who will greatly benefit from forecasting and reporting features? Do they prefer a timeline view, or is a Kanban board the best way to keep an eye on progress?
If you can’t answer these questions with certainty, just ask! Set up a meeting to identify your team’s biggest needs and priorities before making any final CRM decisions.
Don't forget the people above
While it's important to look at things from a basic perspective, it's equally important to consider the needs of senior people when considering which CRM benefits are key to the business.
What are your organization's business goals? Is productivity a particular area of focus belgium whatsapp number data right now? Understanding the budgetary concerns and quarterly goals of the key decision makers involved in purchasing a CRM will give you more leverage when presenting the benefits of CRM.
If you're facing some opposition, free trials are a great way to start the conversation and get a preview of the positive impact a CRM tool can have on your bottom line, which will often far outweigh the cost.
A well-selected CRM means satisfied customers
While the focus so far has been on the benefits of a CRM within your team and organization, the impact of a well-chosen CRM will also extend to the customer experience.
By helping your team keep track of customer data in one place, they'll find it easier to tailor their services and offer support at different stages of the buying process. Plus, personalization tools for email , landing pages, marketing campaigns , social media, chatbots , and other forms of communication often come with the CRM package, adding a personal touch to marketing strategies and the sales cycle .
Pipedrive is an agile, highly customizable CRM platform used by over 100,000 teams to scale and manage their daily processes. Start your free 14-day trial and test out the benefits of the CRM for yourself to see if it’s the right fit for you.
First, before you ask your team for feedback, as a general rule, you want the benefits of a CRM to include excellent customer support and an easy-to-implement framework. Avoiding overly complex CRM systems or customer service teams that take more than a week to respond to you is an easy way to ease the transition and make your teams’ lives easier.
The next thing you need to consider is the key functions your team is performing. Are they sales reps who will greatly benefit from forecasting and reporting features? Do they prefer a timeline view, or is a Kanban board the best way to keep an eye on progress?
If you can’t answer these questions with certainty, just ask! Set up a meeting to identify your team’s biggest needs and priorities before making any final CRM decisions.
Don't forget the people above
While it's important to look at things from a basic perspective, it's equally important to consider the needs of senior people when considering which CRM benefits are key to the business.
What are your organization's business goals? Is productivity a particular area of focus belgium whatsapp number data right now? Understanding the budgetary concerns and quarterly goals of the key decision makers involved in purchasing a CRM will give you more leverage when presenting the benefits of CRM.
If you're facing some opposition, free trials are a great way to start the conversation and get a preview of the positive impact a CRM tool can have on your bottom line, which will often far outweigh the cost.
A well-selected CRM means satisfied customers
While the focus so far has been on the benefits of a CRM within your team and organization, the impact of a well-chosen CRM will also extend to the customer experience.
By helping your team keep track of customer data in one place, they'll find it easier to tailor their services and offer support at different stages of the buying process. Plus, personalization tools for email , landing pages, marketing campaigns , social media, chatbots , and other forms of communication often come with the CRM package, adding a personal touch to marketing strategies and the sales cycle .
Pipedrive is an agile, highly customizable CRM platform used by over 100,000 teams to scale and manage their daily processes. Start your free 14-day trial and test out the benefits of the CRM for yourself to see if it’s the right fit for you.