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How To Harness The Power of Your CRM

CRM software is an extremely nifty way of building strong, sustainable relationships with your clients, which, in turn, leads to improvement in profitability.

Written by Adam Bovan

March 2019

Harness The Power of Your CRM

Many of our customers use CRM software as a central place for all their sales records and transactions. Having a dedicated system, based on the cloud, which stores your clients’ past purchase history, their preferences and contact details is really handy. If not for following up and closing sales deals, but also to help you understand and serve your clients better.

However, CRM stands for Customer Relationship Management, not Customer Relationship Miracle. It’s only as good as the team using it. Today, we’ve rounded up some best practices when it comes to using a CRM effectively.

Stay up to date.

As with most things in life, the more you put in, the more you get out. A CRM system is no different.

Make sure all your client data is as up to date as possible, including addresses, full company name and preferred method of contact. As soon as a detailed change is known, encourage your staff to update the information immediately.

Outdated records can lead to a number of problems and – moreover – will render your CRM useless.


It’s true, us techies love a bit of automation.

And, with good reason, too. Why sit all day doing tedious work when you could have it automated and focus on something challenging, exciting and suited to your skillset?

Many CRM systems have automation functionality, so take advantage of it!


Like most modern businesses, your team probably uses a lot of different types of software and applications every day. Make your life easier by seeing which ones can be integrated into your CRM.

One good example of this is your accounting software. Combined with your CRM, you’ll have the ability to view financial information alongside client details without switching between applications.

Learn from your data.

A CRM can do a lot of the work when it comes to establishing solid customer relationships. But, it can’t do it all.

Your team needs to harness the power of the software use the data wisely to increase sales, design promotions and craft marketing campaigns that really work.

Current customers are a lot easier to sell to than brand new ones as they already know and are invested in your business. Equipped with in-depth knowledge about what they like and how they like it, you can entirely tailor your offering to suit them.

A final consideration.

We’d recommend working with a CRM provider who provides quality, 24/7 support. You’re investing your money into their software and inputting data from your customers, so you need to ensure that the company cares about data security, regularly releases updates and can advise you on how to use some of the more complex features.

Want to speak more about CRMs and other ways in which technology can add value to your business? Get in touch with us today.

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