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Keep Moving Forward

July 2016

Keep Moving Forward: 4 Ways a Bespoke CRM Can Help You to Take Control of Your Workflow

A tight, effective workflow strategy underpins more aspects of your business than you might first realise – from saving on wasted resources and steering your teams in the right direction, to ensuring progressive and steady growth. Despite the evident importance, workflow management can often be overlooked in favour of more immediate matters. As a result, issues with staff productivity and complex processes tend to worsen, affecting the business’ overall performance and success.

The solution, then, is to embrace a bespoke CRM solution in order to directly address workflow issues and complex processes all without taking focus away from your other priorities. In effect, a bespoke CRM does all the work for you, guiding your team towards better things through a myriad of amazing features. The following are just a few ways you’ll find such a solution helping you, but there are many, many more!


1. Increased Efficiency

We’ve all been guilty of procrastination at some point in our lives, but we’re often unaware of how that wasted time affects the company and our fellow colleagues. Sometimes, however, wasted time is more a result of employees being without direction or struggling to understand exactly what is expected of them than simple distraction.
In our bespoke CRM, we’ve included a powerful workflow management feature which ensures that every team member is led directly to the jobs that managers want them to complete, erasing any doubt, cementing their expectations and greatly increasing productivity.


2. Lead Prioritisation

Not all data is born equal, and it should really be your team’s priority to tackle higher quality information first – that way, you can guarantee that their time is being used more effectively on work which is more likely to bring the business happy customers and better revenue.

With our lead prioritisation feature, data is sorted into clearly marked pots, allowing for complete clarity in which data is of a higher quality, and thus should be tackled first. That being said, data can be called in whichever order you prefer, allowing your team to understand if they should tackle call backs, or digest new data first.


3. Quick Response

Got a new web lead? Don’t waste time with complicated pipeline processes. Call them directly from the CRM within seconds of receiving the lead to cut out pointless procedure and to keep the wheels of your organisational machine well-oiled and moving.

Our clients have been especially appreciative of this feature, as so many leads are generated through web traffic and a bespoke CRM fitted with quick response capabilities greatly shrinks the customer journey, increasing the likelihood of a conversion.


4. Reminder System

Missed calls are a great indicator of workflow struggles, as they often come about because there is either confusion over the process, or because employees are too busy tackling other issues first. Instead of accepting that calls are going to be missed, however, businesses can take full advantage of an integrated reminder system as part of their bespoke CRM solution.

A well-utilised feature within Lunar’s bespoke CRM, the reminder system has ensured that our clients are constantly keeping their customers in mind, reducing lost conversions and increasing customer satisfaction – which is, after all, what a great CRM is all about!

Interested in keeping your workflow moving forward with help from a bespoke CRM? Get in touch to book a free demo and find out what the team at Lunar CRM can do for you!