
How to Make the Most of Your CRM Platform in 2019
The right customer relationship management (CRM) platform is critical to your business performance — but it’s not enough just to have a good system in place. If you and your team aren’t familiar with all of its features or unsure of how to get the most out of it, you could be missing out on results that drive revenue and boost your overall operations.
Think of your CRM as a high-performance automobile: Unless you know how to drive it properly, all the horsepower in the world is just wasted energy. If you’ve invested in a high-powered vehicle, you owe it to yourself to learn how to handle it and let it take you where you want to go.
When used properly, CRMs are great for up-selling customers and analyzing your customers’ behaviors and buying patterns. CRMs have been shown to improve efficiency and boost close rates, but getting the most value out of your own means revisiting it from time to time and making sure that you are fully utilizing what it has to offer. Here are seven ways to get the most out of your CRM.