If you are going to manage and improve your CRM plan, you will have to measure it. In order to do so, you will have to break your CRM plan and your business operation into various working parts. Trying to tackle your entire CRM plan in one chunk is too overwhelming. Trying to handle customer interaction, lead generation, conversion, and financing together, for example, just leads to confusion and frustration. Taking care of each area of focus separately, though, allows you to tackle what is most important in each area. You may wish to break the working parts of your business into areas such as:
1) Lead generation. You will want to find potential customers who may be interested in your product or service. You can do this by asking customers for referrals, by advertising and marketing. In Relenta CRM, you can set up a marketing department that takes care of attracting new leads to your company.
2) Lead conversion. In order to convert interested leads into paying customers, you need to give your leads some control over the buying process. This means that you need to provide your leads with good information about your company, a way of comparing your products, selection, and an easy ordering system.
3) Delivery. Once you have paying customers, you will have to actually provide an excellent product or service and get that good to the customer. This man mean dealing with importers or manufacturers, shipping companies, and couriers. A delivery department in Relenta CRM allows you to easily track orders and tell customers when their product is on the way.
4) Financing. You will need to track costs, expenditures, invoices, payroll, outstanding bills, and more. You will also want to ensure that your prices are right for the market and your own operating costs and you will want to provide your customers with an easy system for payment.
5) Employee management. Additionally, you will want to encourage and motivate your employees by providing them with clear and achievable goals and benefits to look forward to. Your employees are often your best asset, and Relenta CRM makes it simple to have a separate department that lets you track performance and employees.
6) Communication. You may want an additional department which tackles demographic research, customer complaints, and other communications that are crucial to the company. This allows your company to answer sometimes difficult questions such as “Which customers are profitable or unprofitable?” and “Which customers are buying?” and “Which products are selling?” This sort of information allows you to focus on those customers who are bringing the most profit and are laying the groundwork for the future of your company.
Relenta CRM can help you break down your company into departments that interact smoothly with one another. This allows you to set separate goals for your marketing and lead conversion departments, for example, while still keeping budget in mind.
