{"id":293,"date":"2019-10-23T22:56:46","date_gmt":"2019-10-23T22:56:46","guid":{"rendered":"http:\/\/321-growth-academy-2023.local\/rev-up-revenue-with-crm-pro-tips\/"},"modified":"2023-11-02T21:12:06","modified_gmt":"2023-11-02T21:12:06","slug":"rev-up-revenue-with-crm-pro-tips","status":"publish","type":"post","link":"https:\/\/321growthacademy.com\/rev-up-revenue-with-crm-pro-tips\/","title":{"rendered":"Rev up revenue with CRM – pro tips"},"content":{"rendered":"\n
\"\"<\/figure>\n\n\n\n

So, you think you\u2019re ready<\/a>. You know what \u201cflavour\u201d of stack<\/a> you\u2019ll need. Here are our top 5 tips for how you go about implementing your CRM tools.<\/p>\n\n\n\n

1. Get the process right first, then automate. <\/strong><\/h4>\n\n\n\n

Many companies are so eager to get started with their CRM \u2013 and the newer tools are so easy to learn and use \u2013 that we often see folks run ahead before thinking through what they\u2019ll need. First, get your process right. Know the kinds of marketing campaigns you\u2019ll run, who\u2019ll you\u2019ll target, how they\u2019ll want to engage with you, and how you\u2019ll know if campaigns are working and converting. Know how you\u2019ll approach sales, who you\u2019re selling to, what are the typical stages, and how long each stage takes. If you rush in, you may automate a process that isn\u2019t working\u2026 which just gets you to the wrong place, faster. <\/p>\n\n\n\n

2. Focus on \u201cMinimum Viable Data Entry\u201d. <\/strong><\/h4>\n\n\n\n

Most CRM and automation tools are pretty easy to use these days. It\u2019s easy to get the data in. It\u2019s easy to add custom fields. Lots and lots and lots of custom fields. But \u201cgarbage in, garbage out\u201d is true with CRMs. If you want the data to be good, you\u2019ll want to be very mindful of what is the minimumset of data you need. And then think through what you\u2019ll have to do to get that minimum viable data with a very high degree of completeness and accuracy.<\/p>\n\n\n\n

3. Go wide, not deep.<\/strong><\/h4>\n\n\n\n

Although we are big fans of taking on big projects in phases, we recommend going wide before going too deep. By that we mean your CRM will have far more power if it becomes a company-wide tool, than if it becomes the \u201cmarketing stack\u201d or \u201csales stack\u201d that nobody else cares about. Think about how your CRM can become the place where all the knowledge lives about your customers and prospects, and then invite the gang in. Let the product team look at the customer and prospect data to see what trends they uncover. Let Customer Success find which customers seem similar, so they can recommend solutions to shared problems. Help the exec team pull an accurate sales report or KPIs from the very same tool the sales team is using.<\/p>\n\n\n\n

4. Invest in onboarding.<\/strong><\/h4>\n\n\n\n

Again, the ease of use can be a double-edged sword. On the one hand, it means you can likely just invite your team to jump into your stack and they\u2019ll get started. On the other hand, it means that they may not understand some of the nuances that can mean the difference between \u201cit works awesome\u201d and \u201cthis CRM is brutal\u201d. So, invest in onboarding. Spend time with your team explaining the why: why you are moving customer and prospect data to a CRM, what it means for them, what you need from them to make it work, and what\u2019s in it for them. And then keep selling them on the value to keep adoption high.<\/p>\n\n\n\n

5. Keep investing. <\/strong><\/h4>\n\n\n\n

We often see folks get really excited about their new, shiny CRM, only to fall out of love 6 or 12 months later\u2026 and then start shopping again. Your stack requires your ongoing love and devotion. You have to keep investing. Proactively invest in keeping the data clean (we recommend deep \u201cscrubs\u201d of your data at least 2x a year \u2013 quarterly is even better!). Tweak your configuration so it keeps meeting your needs \u2013 remove unused fields, dated report templates, metrics you no longer care about.<\/p>\n\n\n\n

This is Part 3 in 321 Growth Academy\u2019s blog series of CRM lessons from the startup trenches. Click here for Part 1<\/a> and here for Part 2<\/a>!<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

So, you think\u00a0you\u2019re ready. You know what\u00a0\u201cflavour\u201d of stack\u00a0you\u2019ll need. Here are our top 5 tips for how you go about implementing your CRM tools.<\/p>\n","protected":false},"author":2,"featured_media":295,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[8,7],"tags":[],"class_list":["post-293","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marketing","category-sales"],"acf":[],"yoast_head":"\nCRM Tips for Small Business - 321 Growth Academy<\/title>\n<meta name=\"description\" content=\"In this three-part blog, the 321 Growth Academy team shares our top 5 CRM Tips for Small Businesses to help rev up revenue.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/321growthacademy.com\/rev-up-revenue-with-crm-pro-tips\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CRM Tips for Small Business - 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