Edgewater Fullscope Blog

3 Ways to Improve Your CRM Initiative

Jan 3, 2018 1:42 PM

New generation CRM systems are helping businesses both big and small succeed. However, many organizations aren't making the most of their CRM systems.

Today's CRM solutions come with powerful features, but complexity isn't always a good thing because it can be very disruptive and distracting.

To be successful with CRM, you need to eliminate features that aren't crucial to your business. With that said, here are 3 ways you can improve your CRM initiative:

#1 Focus on What Matters

Maintain a clear focus on what matters to your customers. Don't be swept away by every shiny new feature and capability of CRM system.

The primary purpose of CRM is to make your employees more productive, so eliminate features that aren't contributing to that purpose.

Growing your business and improving customers' experience are what matter most.

#2 Keep it Simple

Despite the benefits of a CRM system, it won't fulfill its potential if your employees can't use it.

Your CRM system should make tasks easier and not add to the responsibilities of your employees. An intuitive and easy-to-learn CRM system will help drive adoption.

#3 Look to the Future

A good CRM solution should be able to support your business model and processes. It should be flexible and adaptable to the changing needs of your organization. Ideally, you need CRM system that can evolve with your business and industry.

 Check out this quick video on improving your CRM initiative from my colleague Patrick Lewis.

Are you looking for ways to improve your CRM initiative? Please   contact us here  and we'll schedule a time to connect.
Read More

Are You Empowered by Your CRM?

Nov 15, 2017 7:00 PM

In the fourth blog from our blog series on the topic of How Professional Services Organisations can thrive in times of turmoil, we explore how a good customer relationship management solution will empower your team to improve customer experience.

Read More

Transforming Lives with CRM at the Heart

Nov 1, 2017 8:00 PM

On the front line with our Delivery team

If you know Fullscope and what we are about, you know we are all about showing our clients what success looks like when it comes to implementing solutions. We don’t focus on the failures, we just look at what is common across the companies that are successful with CRM. We then prepare all our clients throughout the project and the on-going relationship together to get the right structure in place for them to succeed and mentally prepare them for the CRM journey ahead to climb up the customer journey pyramid. As I am sure you know, it is not just about getting CRM installed and then everyone goes back to their day jobs.

Read More

How-to Avoid CRM Failure: Have a Training Plan

Jul 31, 2017 8:00 PM

In my previous article, I talked about the first of three building blocks in the CRM Ready Organizational Modelorganizational structure. In this blog, I’ll dive into building block number two, which is about training, or having a training system.

Read More

Setting your Business up for Successful CRM: Organizational Structure is Key

Jul 12, 2017 8:00 PM

In my last post, The Key to Long Term CRM Success, I focused on the CRM Ready Model.  It is a model based on the systems and processes we have seen the most successful organizations implement to get the most from their CRM initiative.

Read More