A CRM Solution to Enable Remote Working

by | Oct 19, 2022 | Uncategorised

2020 and the occurrence of the Coronavirus changed the work environment forever. Where employees were previously content with going into the office every day, they now crave a work-from-home environment or at least a hybrid environment where they can work from home a couple of days a week. Companies that have refused to take this step towards this environment have started to lose their employees to other companies. Therefore, it is vital to move towards this and make use of the technology we have in the digital age to facilitate this shift.

In this article, we will discuss how to make use of a CRM solution to enable a remote working environment.

The Role of a CRM in Work-From-Home Culture

Communication between employees is something that is easily achievable with platforms such as Skype and Slack. However, there is still a need for a central location where metrics and other important information can be tracked and stored. This is where a CRM fits in. A Client Relationship Management (CRM) system allows for information to be stored and accessed by relevant parties. This information can include client and supplier contact details, project stages, campaign health, ROI, employee productivity, and more.

By implementing a CRM one can actually increase productivity and sales; however, both employees and managers need to buy into the concept and the technology. Without the contribution of every individual the system will not function optimally.

How to Use a CRM to Manage Remote Work?

Once everyone has agreed and sees the value that a CRM can bring, one needs to implement the system. There are a few things to do and features to take advantage of that will allow a CRM to work for your business.

  • Provide Training: Everyone in the company should receive training. This will allow employees to understand how the CRM works and will provide them with the confidence they need to use the system comprehensively. When new features are integrated all employees should be updated and trained on these new features. Each new employee should also be trained on how to use the system.
  • Give Access Where Required: A CRM will allow for restricted access. Therefore not every employee will have access to the same sections or information. However, it is important to ensure that each employee has access to the information they require to perform their job optimally.
  • Ensure Everyone Contributes: It is important to ensure that every employee contributes to the CRM system and updates the system with relevant and important information. This will ensure that anyone who accesses the CRM will receive a complete picture of what is occurring with a client, account, or project.
  • Make Use of Automation: Every CRM will have certain automation functions that will simplify processes and increase productivity. For example one of Leadtrekker’s functions is to automatically assign leads to respective salespeople once they come in. It also has a reminder function that activates when a lead has not been responded to in a timely manner.

Leadtrekker is an easy-to-use CRM system that helps companies keep track of their sales processes. It is also a fantastic tool for digital marketing agencies as it tracks conversions and can assist in optimising marketing efforts. Contact the team at Leadtrekker or book a demo to find out more about how we can assist your business.

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