7 Habits from the safe locks of Effective CRM Leaders


If you’re contemplating of getting a CRM for your business, then skim through these 7 habits CRM leaders suggest for overall CRM success.

What is a CRM?

CRM (Customer Relationship Management) software is essentially the way in which an organization creates a centralized, detailed view of their customers—their interactions, industry, buying patterns, and more—allowing them to store and analyze customer data. Insights from this data are foundational, providing strategic direction, highlighting trends, a communication portal, and eventually allowing for growth in the business.

What determines CRM success?

The mere idea of implementing a CRM solution can be quite a leap for an organization. From technologies, strategies, budgets, and management discrepancies, there are more than a few considerations. Yes, implementation can appear to be a grand task, but it is also an inevitable step in establishing a strong bond with your customers. And that’s why there are seven habits listed below straight from the chapters of highly effective CRM leaders to ensure your CRM success.

Know your business and plan thoughtfully: Oftentimes organizations blindly pursue change without the necessary forethought, and this is exactly where the possibility of things going south are high. To utilize the full potential of CRM, first get to know your business demands and the key processes within the organization. Then comes the planning phase. When setting out on a new journey, knowing why you’re there and where you’re going can spare you a LOT of trouble.

“Why CRM for our organization?”

Slow and simple change: Change never happens overnight and adapting to a new system takes time. Let it. Resist the urge to hurry through the process as that almost inevitably causes disruptions to the business operations. Instead, the best way to begin is by letting people do smaller processes first, something like updating daily reports via the CRM. This way the transformation has a better chance of taking shape.

Activity management: While there may be an existing activity management system in play, a good CRM offers more benefits, even if it takes a while to roll out and adapt. Here are three top benefits that experts have exploited:

  • Individual productivity and visibility increase
  • Team accountability and greater transparency
  • Sharing best practices (common to all)

Rethinking processes: Processes that might have worked about five years ago might not work with customers today. Rethinking not just about processes but also evolving the approach is significant, even as you handle current customers. Ultimately better processes create huge impacts like greater profit, incremental revenue, and even employee retention.

What is the best way to rethink? Using design thinking! Personas and journey maps help in analyzing what the customer is going through in every phase, making the team’s job more cut out.

Integrating, migrating, eliminating: Where have we heard that ‘less is more?’ Well, hold on to that thought because that’s exactly how productivity can be increased. Have you ever wondered why working on multiple systems can prove to be tedious and decrease work appeal for employees? It’s because these complicated and haphazard systems reduce their individual efficiency and productivity.

People going to fewer places to get their job done have easier lives. Migrating and eliminating essentially means that if you have anything that can be moved into the CRM, which again increases productivity, then you’re ready to go for it.

Leaders must lead: CRM can be a great leadership tool. It drives the organizations and its leaders to make better and faster digital decisions paving the way for a considerable growth in revenue by over 10%.

Continuous adoption: Adoption isn’t just a one-time thing and change is ever a constant. Even while working with an ecosystem, discrepancies need to be minimalized. Adoption to what’s new and being alert to what’s upcoming are primary conditions to staying prepared and moving ahead.

Inculcate the seven habits with Dynamics 365

Looking for a CRM that maintains a strong bond with customers, provides insight on data-driven marketing solutions, engages with customers, and nurtures leads? Microsoft Dynamics 365 could be just the software framework you’re looking for. With a variety of solutions and complementary benefits, it is specifically made to augment and enhance a variety of business types.

If you have already made up your mind in wanting to reach the maximum benefits of Dynamics 365, then talk to our team of experts!

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