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Topic : Building Blocks of CRM
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Oracle CRM

 
Industry : IT Services Functional Area : Application Software
Activity:  1 comments  368 views  last activity : 07 06 2010 20:18:04 +0000
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Implementing CRM is a very important for any business. There are certain best practices to harvest success from the CRM implementation. Lets have a look at the crm best practices.

 

Identify who your customer is:

Is there agreement on definition of "customer?" - The marketing department of an automobile company might consider a "customer" to be a dealer, but the call center might consider it to be a driver. Have consensus on this and other key definitions. Can you identify your customers across multiple touch points (retail, call center, mail, catalog, web and e-mail)?

 

Look for a CRM solution that fits your needs, not the other way around:

Small- and medium-sized businesses were conditioned to believe that they had to change their business to fit the application and that customization was beyond their reach. But that is not the case.

 

Make sure your CRM solution will keep your data safe

Many small businesses often don't think about all the critical customer data that sits on the typical salesperson's PC just waiting for someone with a floppy disk or USB drive to download it and walk away. So when considering a CRM solution, make sure you think about security and discuss any issues you may have with vendors .

 

Set realistic goals and periodically measure your progress:


Many small businesses, in their impatience to generate more sales, set unrealistic goals, starting with the amount of time it will take to install and roll out their new CRM software to the entire sales force, as well as other users.This should not be done.

 

Define customer experience goals:

Articulate the customer experience. How should your experience feel? Identify important business interactions e.g. high volume or high cost. Identify interactions that are important to the customer - high involvement and high perceived importance. Evaluate performance: How are these interactions currently handled by your company? Are there opportunities for improvement? Focus on hot spots: Identify the areas that require your greatest focus and will provide the greatest potential return.

 

 Top Comment : Sandeep Sharma   | 04 24 2008 02:35:12 +0000
interesting. But let me give few inputs too. Choosing a CRM that is easy to use is also an important parameter while determining best practices
 
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1 comments on "5 CRM Best Practices"
  Commented by  Sandeep Sharma, Team Lead, Infosys    | 04 24 2008 02:35:12 +0000
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interesting. But let me give few inputs too. Choosing a CRM that is easy to use is also an important parameter while determining best practices
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