Having a CRM is great—having client information just a few clicks away no matter what you’re doing is a great upgrade for any user not using one, for sure. But how do you know you’re getting the most out of your CRM experience? We’ve got five tips to help you maximize your CRM experience.  

Read and Use Your Reports 

The first thing you need to do is make sure that your CRM software has robust analytics—and then use them! Analytics can help you see how your teams are performing and what items are selling—and which items aren’t moving fast at all. This kind of information can help plan short and long-term goals better, and can help you sculpt your response to changing circumstances more effectively.  

Always Update Customer Data 

Of course, the information that you get in your reports and in your client files is only as good as your team makes it. Always make sure that client information and order information is as up to date as possible, so your team can always work and deliver customer service with total confidence.  

Use Notes Effectively 

Did you give a client a special price? Did you discuss their long-term or short-term sales goals? Are they upset with how a particular item arrived? Drop a note into the client file. And make sure you’re using a CRM that has advanced note sharing functionality, so notes get surfaced—and not ignored—so everyone is on the same page with what’s happening with a particular client. This encourages your team to deliver informed, top-notch customer service and allows you to avoid pitfalls and missed sales.  

Utilize Workflow and Sales Automations  

Sales automations can help your sales team shorten cycles and increase revenue, and workflow automations help everyone move through their days more quickly. A software suite like SupplyMover has all kinds of shortcuts, including event triggers to make things happen automatically and automatic lead assignment and a boatload of other functionality that helps you drop manual processes and speed up your work.  

Take Advantage of Prebuilt Integrations 

Any CRM worth its salt is going to have prebuilt integrations, including integrations with your ERP, so you can have total confidence in your inventory data, as well as integrations with phone and email systems to automatically log client-based info. These kinds of integrations help speed things along, yes, but they also remove opportunities for human error, leaving you with cleaner data.  

Get SupplyMover 

SupplyMover has all of the functionality you need to make the most out of your CRM experience—including robust analytics, a fully loaded CRM, note-sharing functionality, workflow and sales automations, and prebuilt integrations. It’s built for users who want to make the most of their time and labor, offering ways to speed up work and improve customer service and overall efficiency.  

Schedule a 15-minute discovery call or longer meet-n-eat lunch session to learn more about how MedMover can impact your bottom line.