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CRM is a Team Sport: Top Mantras for Consistent Use

To achieve success with CRM, businesses must commit to using it consistently. Adopting mantras such as “if it’s not in the CRM, it didn’t happen” can help to ensure that the CRM is used effectively and that data integrity is maintained. Below, we’ll discuss the importance of committing to CRM and share some mantras for using it and building data integrity.

Why does this matter?

Improves data accuracy: Regular and complete use means data is captured accurately and consistently. This helps to improve data accuracy, which is essential for making informed business decisions.

Increases efficiency: Your business will streamline operations and increase efficiency because all customer data is stored in one place, making it easy to access and share across the organisation.

Enhances customer engagement: A consistently used CRM provides a 360-degree view of customer interactions and preferences. This enables your businesses to tailor communication and marketing efforts to the specific needs and preferences of individual customers.

Mantras for using CRM and building data integrity:

“If it’s not in the CRM, it didn’t happen”: Underscore the fact that the only source of truth is the CRM.

“Data is only useful if it’s accurate”: If you see something wrong in the data, fix it. Maintain data integrity to ensure that your business can make informed decisions based on accurate data.

“Garbage in, garbage out”: This mantra emphasises the importance of ensuring that data is entered accurately and consistently to ensure that the insights gained from the CRM are reliable and useful.

“CRM is a team sport”: Everyone must use the system. Engage all team members in using CRM and ensure that everyone understands its importance and how to use it effectively.

Committing to the system is essential for achieving success. By adopting the above mantras, and others like them, you can ensure that the CRM is used consistently and data integrity is maintained. By making CRM a team sport and emphasising the importance of using it consistently and accurately, you can reap the full benefits of your CRM and achieve your goals.

At CRM Strategy, we’ve helped customers achieve their goals for over 26 years. If you need assistance in how to approach implementing a CRM, get in touch. We’d love to talk.