新闻资讯 > Five Tips to Avoid CRM Traps

Five Tips to Avoid CRM Traps

2019-07-17

Wukong CRM | The Ideal CRM for Your Success


It is well known to all companies that CRM palys an important role in today’s market and more and more companies choose to cast into developing CRM system. However, not all of them really understand what CRM is and the mission of CRM systems. For you, learn how to avoid the marketing traps of CRM is far more important before you purchase.


There are five tips for you to shopping happily.


1. Try for Free before Purchase

There are many CRM soft-wares provided for companies in all industries with unique demands. But their ads all claim their system is the best one for you. How could that possible to have more than one best choice for you. Therefore, you need to find out which one of them is the right fit for your company, which can be named as “Market Research”. Fortunately, almost all CRM systems have the free trial version and demo for certain user to experience. Before you consult their team, why not choose some by yourself? There are some key parts you need to focus on. First, can you achieve integrated office in that platform? Bear in mind that you are not purchase this system for yourself, but for your company and all employees. The convenient one for all is the best one. Secondly, can this CRM analyze data automatically? The benefits of data analysis are far beyond your imagination. They can not only save cost, but also improve your productivity and efficiency. Besides, with these analyses, your sales trend can be accurately predicted. All in all, try it before your decision.

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2. Compare it with Other CRMs

There is a saying: “someone outside the person profoundly, there is day outside the day”. After you tried the CRMs, remember to compare them with each other from their interface, price, service and reputation. Because the CRM developers have their own product orientation which may influence using experience later, so try to find their product features and potential developing trends. It is never useless to learn more about what you are going to apply.

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3. Choose the Advanced CRM

Many CRM Companies found several years ago have higher reputation, but their products may be obsolete which may be die out whiling your using period. Sometimes, it is a better choice to try new company with better technology framework and user experience which means well disciplined attitude and better service. Company like this may younger than big company, but they work more serious than bigger companies. Your trust will be the power of their hardworking for providing better products for you.


4. Make Application Plan

When everything is settled, you have got the best CRM system for your company. Do you know how to give full play to it? Lots of managers cannot really understand their CRM system, let alone their employees. You should always bear in mind that your CRM is customer centered and all things you want to achieve with it are improve your work efficiency and better customer satisfaction. The key to fulfill the value of a CRM system is human. You can make your plan of how to do with your CRM and collect some suggestions of your employees. Remember, CRM is not a magic that can achieve your goal automatically.

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5. Test Service Quality

While customizing your CRM, there must have something makes you feel unsatisfied. At this time you need to contact their consulting team for a better solution. How do you justify their service quality? One point is the professional consulting team is not always the same person. Your problem decides who serves you. If you ask a question about interface, the UI needs to be here. If you ask a question about its function, the developers should at your service. Their attitude is also important. A good company will never get bored about your questions.

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