3 ways to customize your CRM software

Congrats – you’ve purchased a CRM software. Now what? Time to work on customizing the platform to help your business grow leads and sales. With a customized system tailored to fit your specific needs, you’ll find it easier to train employees and receive and learn from accurate sales data.

Follow these options to get the most out of your CRM software:

1. Create custom fields and forms

When collecting sales data, every company needs different information to help move that potential prospect through the sales funnel. Some companies keep it as simple as a name and email address while others ask for more in-depth form completion. Custom fields allow companies to eliminate unnecessary form fills immediately because requesting too much information overwhelms the prospect and the sales user. For example, you probably don’t need to know a prospect’s birthday to add them to the system. You can gather that information later through an email drip campaign. So don’t make it required.

Don’t be afraid to try out the option of tracking non-standard information that helps your business model or strategy. You never know what new data you’ll gather!

2. Build proper workflows

Custom workflows allow you to connect positively with customers without additional effort, increasing productivity and eliminating the risk of human error. Many businesses thrive on standardized customer procedures — this is the first step.

Workflows are also easily molded to the industry you’re in to help keep internal teams on track to close sales or deals. For example, a workflow can send an automated email to an account manager keeping them updated on when a contract is due and can be sent in intervals as the expected close date draws nearer. This can be done at 15, 30, and 90 days depending on the business needs.

3. Use timely customer outreach

You’re more likely to close a sale if you reach out to the customer at the right time. If a customer feels like their time and needs are valued, you’re more likely to keep their business long-term.

Try sending coupons or exclusive offerings to loyal customers on your list and a special discount for birthdays and anniversaries. Try sweetening the deal with 10% off the first purchase or service if closing a new sale.

If you need help implementing and customizing your CRM software to fit your business better, reach out to the team at 17 Grapes by clicking here or calling 801-245-0500. Instead of taking a chance with installation, 17 Grapes helps clients increase sales, make data-informed decisions and gain back wasted time and money. Sit back, relax and let the 17 Grapes Team take care of it.