CRM Made Easy: Mapping Out the Process, Part 2

| By: Steve Farnan

Are you traveling the path toward an effective CRM process? Or are you stalled, wondering which direction to head?

In Part One of CRM Made Easy: Mapping Out the Process, we shared proven tips for implementing and following a successful CRM blueprint.

To revisit briefly, two major points were detailed:

  • Your CRM holds the primary records for all prospective, active, and former customers and there are ‘must-haves’ and ‘must-dos’ for creating those records.
  • Your sales and marketing team relies heavily on CRM for their success.
Let’s take this CRM journey a bit further.
All Aboard

When a lead turns from prospect to active customer, a proper onboarding procedure through CRM is essential. Remember, a client only starts once. The new company records created should include accurate data, expectations for all parties involved, a record of turn-up services (the period between ordering and activating first-time service) and internal preparations to service your new client.

Likewise, when a client terminates, proper off-boarding is important so the customer has documentation of their assets and discontinued services, leaving them happy with the transition—and your company. Change their records back to re-prospect status in your system.

At Your Service

Your CRM should contain service delivery data used for projects, service tickets, assets and configuration, including a history of this activity.

Weaving It All Together

Integrations use CRM data to automate processes between business systems, including accounting, remote monitoring and management (RMM), email, anti-virus and backup services.

Operating at High Efficiency

CRM data is used to efficiently accomplish business operations, including administrative tasks, contracts, billing, reporting, finance and accounting.

No matter which direction you’re starting from, mapping out a clear process for your CRM will help ensure you arrive successfully at your business destination.