Your CRM and working from home

27th March 2020

Working from home doesn’t have to be the challenge it once was. When you introduce a cloud based CRM system to your business, your staff will be able to rely on a centralised system, wherever they are. Whether your sales team needs to line up their latest pipeline, your marketing team needs to prepare the next campaign or your customer service team needs to respond to incoming enquiries, ixRM can help you stay connected no matter where you are in the world.

Stay connected with your team.

In any working from home scenario, trust between employer and employee is the most important thing. An intuitive CRM is a fantastic way of keeping in touch throughout their ongoing projects, even when you’re not in the same place. Foster a sense of community within different departments.

Specific targets to meet? Your sales teams can easily log their performance. Scheduling your latest campaign? No problem. Your marketing team can make full use of a comprehensive marketing suite to get on top of the digital strategy. An influx of enquiries? Customer service teams will be able to make light work of the task.

Automate repetitive tasks.

As we were discussing in our previous blog, automation can revolutionise your business processes when used in the right places. During busy periods and periods of increased working at home, your team won’t have to worry about spending their days on repetitive admin but be able to focus on the task at hand. This automation will ensure the baseline of your business is always ticking away, ready for you to return to normal.

Chances are this will help in keeping your team motivated and proactive through their time working at home.

Plan for the future.

Periods of working at home can be a great time to evaluate how your various processes are performing. Is everything working as it should be or are there areas you can make changes to make them more efficient? You will be able to derive a number of insights from your CRM system.

These detailed analytics will give you a well rounded idea of where you can make proactive changes to help grow your business. Could your sales conversion rate be improved? Identify which aspect of your marketing strategy is proving the most engaging to your customers. Is your customer service response rate up to par?

The saying goes, ‘when the going gets tough, the tough get going’. We like to think that this applies to everyone working remotely at the moment. The tough get on with being proactive, whether that’s reigniting old flames from the sales pipeline, planning comprehensive campaign schedules or working directly with customers. At ixRM, we will be here to support you with Dynamics 365 so you can carry on with business as usual.

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