1 / 5

CRM Tips and Tricks for beginners

This PPT contains the simple CRM tips and tricks for beginners to use it for their business. http://lyracrm.com/

lyracrm
Download Presentation

CRM Tips and Tricks for beginners

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. CRM Tips and Tricks for Beginners • CRM – Customer relationship management software is important for sales, marketing and customer service. • Thisdata analytics tools will help you to capture your clients’ information which helps to interact with them.

  2. Automate Processes • In CRM app you will get workflow automation features, use its advantage to eliminate repetitive tasks and time-consuming. • If you add any new leads to CRM, then CRM software will programmed to send follow-up emails, promotions and other interactions. It is easy to engage with clients in sales process.

  3. Update Customer Information • CRM will only be effective if you are updating the current data. • Because if the customers address or contact mode changed, you’re sales and marketing team should update it for business growth.

  4. Learn from Analytics • It is possible to analyze customer behavior and trends in CRM. • Customer data also used to shape the marketing and sales tactics. • Try to learn from your CRM data analytics, if not, then your business growth will be limited.

More Related