CustomerTrax First Edition

763-548-0828

January 2017

www.CustomerTrax.com

SIMPLIFYING CRM FOR EVERYONE How to Make Handle Work for You

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SHARING. Send someone a direct link.

example, there’s the sales call. Most everyone wants to know that customers and prospects are called, as well as the details of the conversation.

• CUSTOM FORMS. Integrate custom forms for processes that are unique to your business. Remember that a CRM should support the way you and your team actually work. The No. 1 killer of CRM implementation is assumptions . Just because you think something is happening, that’s not the same as confirming it. When you confirm, you get real information to work with, and you can use it to develop strategies for improving. It’s a cyclical process of evolving the CRM to improve processes, then using the processes to improve how your CRMworks for you. It’s a matter of testing, learning, and applying new ideas consistently. By the time you’ve done this for a while, you’ll be amazed at how much progress you see. As long as you approach a CRM as a tool and not as the fix, you’ll be in great shape. As for next steps, start brainstorming things you could improve. What questions would you like answered in order tomake better strategic decisions?What information should you get from your team?What will you do with that information to benefit them? And last but not least, what does your organization need to do consistently that you’re not doing today? – Gordon Hilleque

C RM software was created to streamline the management of interactions between a business and its clients. Rather than scribbling down a new prospect’s contact information on a napkin (or even putting it into an Excel spreadsheet), you can use a CRM to simplify the whole process. After all, the point of a CRM is tomake management of relationships easier , right? Unfortunately, this doesn’t always happen. Lots of businesses approach CRMwith preconceived notions of what the software can and cannot do. Companies can work with CustomerTRAX to learn how to best implement CRM technologies for their business. To simplify your experience, we recommend you build one screen around input, a screen where you can load everything you need withminimal clicks or >Page 1 Page 2 Page 3 Page 4

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