How to Adapt to Your New CRM System

Your new CRM system is a lot like a shiny new high-tech toy. CRM sounds great but if you cannot adapt to the new CRM system then the investment would become meaningless. Therefore, how will you adapt to the system? Here’s how:

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Utilize the Features that You NEED

If the system has several features, this does not mean you are going to explore and use them all. Not all features offered in your CRM are relevant to your business. If you’ve had successful systems in place then good for you. Otherwise, you need to identify the features that will work well with the existing system you have. Do not bother exploring the systems that are not that too important or you will only waste time and effort.

Embrace Automation

It is not necessary for your employees to do dull, tedious jobs – automated systems exist to provide the support you need. Your employees’ time is better off spent on worthwhile task while leaving boring jobs to automation. For example, you can create templates to avoid doing each recurring task from scratch. The more automated your system is the more receptive your people are in using it.

Avoid Cluttering of data

CRM systems are almost equivalent to the term “data” because being able to analyze data collected in it is the primary purpose for its implementation in the first place. The data stored in your CRM system must be updated regularly so nothing becomes outdated or obsolete.

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Create interactive decision trees for customer service management, cold call scripts or self-service. Improve sales performance metrics and customer delight across your call centers.

Interactive Decision Tree