5 Ways To Make The Most Of Your CRM


Customer relationship management (CRM) systems can be powerful tools when used properly. They can improve your relationships with customers, help manage your workforce and ultimately turn insights into sales.

We’ve got five ways to get the best out of yours and how Clik software can help.


Why do you need a CRM?

Outlining why you think your company could benefit from using a CRM is a great place to start. How do you currently manage your customer and job data? Are there particular areas that need improvement? Answering these questions can help you find the best solution for you.

NC Compliance needed a multi-purpose system to streamline their admin and control their workforce efficiently; read their story.


1. Train your team

A shiny new CRM won’t start helping your business until your team can use it properly. It might even take some time before you feel like you’re using it to its full potential. We offer training, have loads of articles, videos and resources on our support site and a dedicated technical support team.


2. Promote your new system

If you’re the one in charge, it’s important that you promote your CRM internally. You may have to deal with some resistance and hear dreaded phrases like “But we have always done it that way” banded around a bit. If you need any help convincing your workforce that job management software is the way forward, read what our clients have to say.


3. Be transparent

You can go the extra mile for your customers by giving them access to information about their jobs. Giving your customers an interactive dashboard with information on outstanding jobs, unpaid invoices and much more will improve relationships and build trust between you and your customers.


4. Go mobile

Your engineers will thank you when they arrive at their next job fully equipped with all the information from your CRM they need. They won’t even need an active internet connection with mobile apps; they can also create jobs on their device and sync them later. You can find out more about management on-the-go here.


5. Integrate with other software

You’ll want a system that can work in harmony with the systems and software you’re already using. A CRM should reduce time spent on admin, not increase it with duplication. Software now has the ability to link with SageQuickBooks and Xero as well as Microsoft Word, Excel, Outlook and even Google Maps for route planning and ease of use throughout your business.


Want to find out more about how Clik can help improve your business management with easy-to-use CRM software? Then get in touch today!

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