Consultancies and experts share their opinion from left, right, and center on how the world would be a different place post-COVID-19. You must already be swamped by the webinars like “Increase your sales by 10X doing these 5 things!” and we agree with them. The world will be a different place, technologies will evolve, and hygiene will be the number one priority. However, if you are a customer-centric business, you need to ask yourself, “What can I do more for my customers?” The answer lies in asking questions, which is “How do I improve customer experience?” and that’s where the Customer Relationship Management (CRM) system comes in!

CRM should not only cater to the current problem but also be equipped for unforeseen future needs. These are the exact times for which the CRM systems are built. This will not only engage your customers but also increase employee productivity even when they’re in a “Work from Home (WFH)” mode. So what does CRM exactly supposed to help you with? Here are the things you should check if your CRM is helping you out with: 

1.Creating an ecosystem by connecting your calendar, email, and work systems

The current competitive trend has left the organizations with multiple choices to use a different effective system. But having a single highly effective system beats the top 10 systems functioning independently. Businesses use Microsoft Outlook to maintain their emails and calendars which, are often different than their CRM calendar system. This break in the chain may cause employees to use multiple platforms, causing inconvenience and inefficiencies. 

2.CRM Integrations with website

Your website is the face of the business in the digital world. You don’t want your prospective client to leave your website without any digital footprint or with a bad customer experience. Your website should provide an experience that can easily provide the prospective client with the solution they are looking for with an easy connect option. For example, Telephony integration performs various actions based on the outcome of client communication.

3.Improve workflows by integrating documentation and business reporting

Keep your employees connected in an ecosystem, workflow, and the right alert system must be generated. When the client business can impact their customer experience and life in a sense like a client functioning in the law or medical industry. The documentation processes need to be interconnected so that the intricacy of sanctity is maintained. Nablasol has effectively integrated the system of our clients to provide wholesome customer delight. 

4. Stay connected with your clients using the proper campaign manager

We consult on an exact CRM system that can not only cater to the exact customers. This will also help you attract more business by running bulk emails and campaigns. As mentioned earlier, the digital footprint that your client leaves on the website needs to be utilized with a proper sales cycle. Staying connected to your clients at a personalized level in the times of the COVID-19 pandemic is the key to earn their trust.

5.Automatic data sanitization

Data is at the core of a CRM system. The system should be tailored for easy access to data, so it flows consistently through the business workflow. It is also important that the security of data is maintained. Your CRM should have some easy options to either manage the data at the operator level. There should be levels of work where it can automatically clean the unnecessary data taking up system space.