CRM

CRM Meaning: What Defines a CRM System?

By March 6, 2019 No Comments

The true CRM meaning is CRM cultureWhen it comes to figuring out the true CRM meaning and what really defines a CRM system, it’s the people behind it. When a business decides to integrate a CRM system, it’s essential that your company has a CRM culture in order for it to succeed. When determining CRM meaning, the following are the three things that define company CRM culture:

A communications culture

Communication is a key part of CRM culture, and you should insist that your team members use the CRM system as a way to share all business communications. This includes logging details about calls, appointments, emails, and so on. This can ensure that prospects, customers, and anyone else who has had ties to your business is receiving communications throughout the year. This includes phone calls, emails, newsletters, letters, postcards, and more. This is a communications culture, and it’s something your company lives by.

A database culture

For all operations in your company, a CRM system should be your main database for all business operations.  This database should include all important details on the people you work with, both prospects and companies, suppliers, vendors, partners, consultants, service providers, industry experts and more. Their entries should include data like contact information, notes, scheduled and completed activities, and so on. While you want to ensure that all entries include crucial and relevant data, you don’t want it to be too cluttered and include too much unnecessary information, either. An assignment administrator within your company can be in charge of this, as well as creating reports and alerts to validate the data. You understand that a CRM culture is pointless without strong data behind it, and this is why you have a database culture.

A service culture

You may prefer that all issues, potential problems, and phone calls are also logged into your CRM. You want it to include information about customers’ product purchase history, plus insight as to what they might be interested in the future. You want to know if someone is having an issue and when this issue will be fixed, when deals are closing and who is closing them, and if someone requests information while visiting your website. These are just some of the many things you want your CRM database to include about potential customers. While you’re also focusing on acquiring new customers, you understand the importance of taking care of your current customers. This is a service culture and is a key part of a CRM culture.

Expert-led training teaches CRM meaning and beyond

It requires a lot of dedication to obtain a CRM culture and it’s not easy. Team members must be committed to all of the various tasks and effort of working with a CRM system, such as creating new contacts on the go, sending and responding to emails, taking notes after each appointment and phone call, and so on. This can take extra time, and more often than not, can also benefit from expert-led training.

At Marks Group Live, we don’t just teach the CRM meaning—we go above and beyond to ensure all of our subscribers truly understand Zoho CRM inside and out. Our Zoho training services include live webinars, one-on-one support to address any concerns you may have or answer your questions, plus access to our extensive Zoho video library. Become a subscribe today!