3 Ways CRM is Hurting Your Productivity

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Gabrielle Hughes
Content Marketing Manager

Feeling like your sales team could be doing more? Blame your CRM.

A CRM can’t produce accurate data and insights unless your team consistently uses, manages and updates it. But your CRM won’t be used, managed and updated until it proves to be of worth to your team.

So, what should you avoid with your CRM when you're trying to get everyone on board? 

No guidance or long-term strategy

According to Gartner, more than 60% of companies did not have mutually agreed upon goals for their projects prior CRM implementation. In turn, teams are basically setting themselves up for failure because they’re spending thousands of dollars on a solution without reason.

In order for CRMs to succeed, and for your team to be productive, job roles and responsibilities, accountability, and incentives around the system need to be clearly defined. Those involved in the implementation process should have a good understanding of the CRM’s key benefits so goals can be easily defined. Ask yourself questions like, “Are you using CRM to improve customer satisfaction or the efficiency of your business?” or “How will it help you enhance your sales process?”

Bad data

Data is the lifeblood of a CRM system. Incorrect numbers, spelling mistakes, or outdated contact information can bring down your entire team if it is left unchecked.

But why does data error occur in the first place? Probably because your team is entering it manually. No matter how smart or educated your team is, you always run the risk of someone inputting incorrect data. Did we mention that it also takes forever?

Work your way around data errors with automation. A good CRM should automatically feed data into the system without the user having to lift a finger.

Overly-complicated integrations

Most CRM implementations require some customization, but integrated systems tend to bring inconsistencies between separate applications. This then leads to problems that keep your team from getting what they need out of the system.

Instead of spending money on a CRM consultant to help smooth the integration process, look for a solution that integrates with what you’re already using. ProsperWorks was built for G Suite, so it seamlessly integrates with Google Sheets, Docs, Slides, Calendar, Inbox and Gmail. In turn, your CRM is just as easy as the tools you use every day.

Still worried that your productivity levels aren’t where they need to be? Find out what else you can do here.

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