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Time for a Sprucing

March 2018

Time for a Sprucing: 5 Questions to Help Spring Clean Your CRM

The snow has finally melted and the temperature is on the rise - which means spring is just around the corner! Of course, the changing season isn’t just about sunshine and fresh daffodils: there’s also the traditional spring clean to consider.

This year, if you decide to conduct a spring cleaning of any part of your business, make sure it’s the CRM. Why, you ask? Because a CRM at its best can help your organisation to reach its goals and support future growth, all whilst keeping clients and employees happy – and because it beats putting the vacuum on!

To help your CRM spring clean along, start by asking the following questions:


1. Are Customers Happy?

They pay the bills, keeping your business afloat, and in return you spend a lot of time keeping them happy; aside from employees, customers are the most important individuals to your business. If your off-the-shelf CRM isn’t helping you to foster and develop lasting relationships with customers, then it’s not allowing you to reap the true benefits of loyalty. 


2. Are Your Team Happy?

The only way to find out is to ask! It’s not uncommon to hear of employees struggling to get their heads around complicated off-the-shelf CRM solutions, with some becoming frustrated or despondent – which means your investment is dropping in value. There’s also the case for using your CRM to maximize employee opportunities, such as remote working or streamlining tedious tasks to help them focus better and be happier – is this happening in your organisation?


3. Is Your CRM Reaching its Full Potential?

Are you using every feature of your CRM? Are you asking how it could better support your organisation and its employees? Your answers will reveal one of two things: there’s much more you could ask of your bespoke CRM solution, or that the features present aren’t tailored to your needs.


4. Are You GDPR Compliant?

With spring comes the final countdown towards GDPR’s introduction. Replacing the data protection act, GDPR will demand businesses who handle personal data adhere to strict new guidelines. Ensuring GDPR preparations have been made and your CRM is equipped to handle the new legislation will save you a hefty fine and a lot of hassle.


5. Are You Paying a Fair Price?

How much is your CRM costing you? When you answer that question, remember to include the costs you might not immediately think about: managing onsite servers, utility bills, physical equipment, support costs etc. Weigh up if there are better suited options, such as a cloud base CRM tool.

Did You Answer No to Any of Those Questions? Get Cleaning!

Answering the above questions honestly will help you to build up an idea of what needs to be tweaked about your CRM: do you need some extra support? Is a cloud-based bespoke option better for your bottom line? Can you achieve everything you want to achieve with an off-the-shelf solution?

Armed with this information, you can take the necessary steps needed to get the most out of your CRM and your team, just in time for summer!

Ready to clean out your off-the-shelf solution and opt for a bespoke CRM option? Get in touch to book a free demo with Lunar CRM, or feel free to explore our website to find out more.