If you want to grow your business, it is not enough to create a CRM strategy and mission statement once or install a CRM program and never look at it again. The secret of successful companies is that they use CRM consistently to produce consistently spectacular results. Your own company may wish to implement CRM checklists to ensure that CRM goals are being met. While you may wish to create your own checklists, the following suggestions may give you some ideas for best practices:
Overall
__Develop company goals, department goals, and CRM goals
__Find a good CRM software – such as Relenta CRM and introduce all team members to it.
__Develop written strategies for dealing with customers, complaints, compliments, orders, leads, questions, etc. Post these step-by-step strategies within Relenta CRM or on paper in the office.
__Develop departments in Relenta CRM and assign team members to each department.
__Set aside time to teach each team member how to use Relenta CRM or have them work through examples or the Relenta CRM FAQ to learn the system.
__Upload contacts, clients, and customers to Relenta CRM.
__Develop canned responses in Relenta CRM to quickly respond to the most common requests.
__Develop a newsletter template in Relenta CRM and assign contacts who wish to receive company updates.
Yearly, Quarterly, and Monthly
<>__Hold a team meeting to discuss the past year/quarter/month – what was accomplished? What needs to be improved? Set the goals for the next year/quarter/month.
__Look over the records in Relenta CRM. What items are outstanding. What are the next steps? Are there any issues that need to be addressed?
__Should new Relenta CRM departments be created?
__Update Relenta CRM contacts lists.
__Look over files in the Relenta CRM system. Are some out of date? Should some be removed? Do some new files need to be added?
__Have each team member write their yearly goals for the upcoming year in the Relenta CRM calendar and have each team member set deadlines on each goal.
__Use Relenta CRM to locate past customers who have not recently placed an order. Follow the CRM plan for contacting these customers.
Weekly
__Send out a company email reminding team members of priorities for the week and reminding team members of company goals and department goals for this week.
__Respond to any customer emails in Relenta CRM.
__Work on company newsletter.
__Complete any financial issues (invoicing, sending out late payment reminders, etc.)
__Update company website with content that is useful for customers.
