Maybe you’re a small business today — but you don’t plan to stay small for long. If you and your company have ambitious plans for the future, your customer relationship management solution is key to healthy, sustainable growth. Every season gets busier than the last here at Tricension, and we’re seeing first-hand how important a good CRM is to expansion.
If your company has ambitious plans to grow, here are three things you can do with your CRM today to make sure you have strong growth tomorrow.
1. Begin with the right security roles.
From day one, expect growth and set up CRM user roles accordingly. We’ve seen CRM systems where every employee on staff is a system administrator. This can lead to all sorts of issues from unintended changes by untrained users, data loss through unintended deletion to data theft. To stop this problem before it starts, engage just a few trained company leaders to be system administrators. Then, as your organization grows, assign additional users based on:
• Records (which records do they need to access?)
• Roles (what position do they hold in the company?)
• Fields (what information do they need to see and record?)
This sets the right expectations moving forward.
2. Create workflows help to streamline processes and keep communications running smoothly.
As more and more is added to your team’s plates, workflows make sure no detail falls through the cracks. This becomes more critical as the company grows. You find yourself going in so many different directions, so it’s crucial that you’re not reinventing the wheel with every new client. By definition, a workflow sets up our CRM to automatically take certain actions and complete certain tasks based on data we’ve entered about our clients. Workflows enable you to mark special occasions with clients, set regular review meetings, follow up with prospects after meetings and so much more — all automatically. So no matter how much more you take on, these workflows are still working for you.
3. Use dashboards to see individual progress.
It’s simple math: as you add more employees, giving each one personal attention becomes more and more difficult. In contrast to your company’s first days, you can’t have long conversations each day about every project, every prospect and every task. But your Dynamics CRM dashboard allows you to see both a broad overview and individual progress. Generate reporting for one employee, one department or your whole company. Dashboards can show each person’s contributions to the pipeline, so you can encourage, coach and manage where you’re needed most.