Post by account_disabled on Feb 25, 2024 6:08:44 GMT
We continue on the theme of the previous paragraph by saying that when you configure something on your CRM and you feel like you have set the bare minimum: stop . Avoiding confusion should always be your mantra. Remember that the more choices users have to make, the higher the possibility of making errors. Minimize the number of steps and options if you want the system to be efficient. Processes made up of multiple steps in which intricate paths are created to manage contacts almost always disappoint expectations. Asking too much of users or confusing them is the best way to fail and not get consistent data. Even monitoring a sequence of information becomes less advantageous. Just think of a sales pipeline so structured that it doesn't fit entirely on the screen to understand how difficult it can be to keep everything under control.
If you have to scroll several times to check all the phases then it is better to consider a clear simplification of the steps to make the whole system easier to use . READ ALSO: " Digitization of business processes: CRM software Macedonia WhatsApp Number List for growth " 3. Base everything on tangible data We need to start this paragraph by underlining something that is perhaps banal but which can be a problem if underestimated: whoever configures the CRM cannot be in the head of the user, the customer, the prospect. I know, when you are preparing to set up the CRM you want to think as if you were the only user, but instead you need to be rational and detached if you want to do an optimal job.
It is essential to base every activity on tangible data, real and verifiable information . Leave aside conjectures and far-fetched hypotheses. Indulging in unfounded ruminations only leads to taking steps backwards, while exploiting concrete facts allows you to proceed quickly and without problems. crm software best practices 4. Unidirectionality Most CRM configurations can be defined as unidirectional. When activities and steps become bidirectional, data is no longer consistent and becomes difficult to evaluate. Lead Status is one of the functions that should travel from a starting point to a final goal without taking any backward steps .
If you have to scroll several times to check all the phases then it is better to consider a clear simplification of the steps to make the whole system easier to use . READ ALSO: " Digitization of business processes: CRM software Macedonia WhatsApp Number List for growth " 3. Base everything on tangible data We need to start this paragraph by underlining something that is perhaps banal but which can be a problem if underestimated: whoever configures the CRM cannot be in the head of the user, the customer, the prospect. I know, when you are preparing to set up the CRM you want to think as if you were the only user, but instead you need to be rational and detached if you want to do an optimal job.
It is essential to base every activity on tangible data, real and verifiable information . Leave aside conjectures and far-fetched hypotheses. Indulging in unfounded ruminations only leads to taking steps backwards, while exploiting concrete facts allows you to proceed quickly and without problems. crm software best practices 4. Unidirectionality Most CRM configurations can be defined as unidirectional. When activities and steps become bidirectional, data is no longer consistent and becomes difficult to evaluate. Lead Status is one of the functions that should travel from a starting point to a final goal without taking any backward steps .