The Best CRM Practices For Successful Business?

Best CRM practices

Recent research on CRM says that over 52% of customers prefer to attach themselves to a brand when they deliver a higher customer experience. Therefore, quality and the mere product or services don’t suffice to retain your customers. Although you spend extra on your CRM, you are losing heavily by not following the CRM best practices. You are not using your CRM to the fullest or efficiently when you fail to follow CRM best practices. This article lists six of the CRM best practices for you to follow and thus use efficiently.

How CRM helps in customer relationships?

CRM is an array of software tools. It helps organizations to keep track of customer information. Essential customer information like purchase history, progress, and preferences can be tracked. Any best CRM tool can store and track any information associated with your prospects. It also keeps everything available and accessible to your employees from all departments. By making it available to all the employees, you can involve them in improving your customer service. Companies have now realized the importance of giving effective customer service. Thus, plenty of businesses have begun to invest in CRM. However, you must increase the value of the resource you are using. Hence you should increase the CRM value by utilizing it according to your needs.

Choosing the CRM tool that fits your requirements:


There are plenty of sophisticated CRM tools in the market, but they are expensive too. Therefore you should carefully validate CRM capabilities and its weaknesses before investing. You should also check if it suits your business. You should list out your requirements to decide better. Do you like a CRM that operates on the cloud, or do you want a CRM that operates on-site? Would you need a CRM that comes with a service contract? Would you like to have a CRM with highly customizable features? What will you expect from a CRM after five years in the business? 

Therefore, take time to discuss with your sales department and weigh the features before investing in a CRM.

  • Make it a goal to improve continuously:

Never miss out on any opportunity that could lead to customer interaction. Building strong relationships with your customer should be your goal; this makes them trust your company. Converting them from strangers to loyal customers is your goal. Therefore make sure you track their minor preferences and let your customers know you value their preferences. This is called effective customer service. Your customers should experience effective customer service every time they purchase.

Make it a practice and explore all the features of your CRM. For instance, some CRMs, like Zone, offer features such as diversity and customizable features. Zone CRM from Tandemloop takes your suggestions and implements them into the CRM tool. Therefore investing in the right CRM with minimal features that perfectly meet your requirements is the right thing to do

  • Training your workforce:

Your workforce should know how it works even if you purchase an expensive and well-featured CRM tool. After all, your workforce is going to work with the CRM tool. Hence they should know how to take advantage of its features and use it effectively. Present the information vividly and help your employees understand the tool better. Conduct tests, provide periodic training, and evaluate their knowledge of CRM tools. As mentioned earlier, practice the training. You can make a schedule for your employees and remind them about the features of CRM they can utilize.

Educating your workforce on using CRM prevents them from misusing the resource. Help them understand the danger of not using the CRM tool properly. If they don’t use it well, the CRM tool might not be able to function properly, and it could be a massive loss for the company.

You can control your employees by laying out rules or company policies. By laying out the rules, you can make them all work on the same page. For instance, you can announce that every lead should go through the CRM process. You can make this your company policy.

  • Make use of automation:

CRM tool specializes in automating the majority of the tasks in building customer relationships. You should make use of automation wherever possible. Automation decreases human errors and free-up employees who are wasting time on repetitive and menial tasks.

  • Make use of the seam-less collaboration feature:


When you choose a cloud-based CRM tool, you can improve collaboration across various teams. With the cloud-based CRM, you can transfer a customer call to another agent and not irritate the customer by asking them for details once again. The details of the customers are presented across the team and thereby offer effective customer service. The collaboration feature helps greatly in speeding up complaint resolution. Collaboration also ensures a higher level of satisfaction.

  • Leverage analytics and reporting:

A significant advantage of implementing a CRM is that it offers quick analytics. As many activities go in a company that is spread across varied departments, monitoring them becomes problematic. Evaluating your progress also becomes difficult. Some CRMs, like Zone, developed by Tandemloop, comes with built-in analytics feature. The built-in analytics feature helps in mining the data captured from various sources.

Therefore look for the best CRM tools to help you translate these disparate activities into something usable. The CRM tools present them across the teams, from the CEO to all the reps, making the procedures simple and transparent.

The information can be used to reach valuable conclusions, thereby creating improvement opportunities.

  • Keep it simple principle:

Sometimes, we tend to include complex features in CRM that wouldn’t be useful to our organization. Therefore there is no need to go out of the way and bring in features you will never use. Keeping it simple also ensures that all the features are fully used. Likewise, you drop the risk of bogging your employees down with unwanted features.


You should learn about best CRM practices and plan how to implement them in your business. You should make an informed decision while purchasing a CRM; likewise, think about how to implement the best CRM practices. Following the best CRM practices help you get the most ROI out of your CRM. Also, the difference in nature of the business to the business ensures to choose the CRM features that work best for you.

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