5 Ways To Use Your CRM Most Effectively

About this Video

• Video Title: 5 Ways To Use Your CRM Most Effectively
• Channel: Jordan Stupar
• Speakers: Jordan Stupar
• Duration: 00:05:27

Introduction

This video provides five tips to maximize CRM efficiency, regardless of the specific CRM used. The speaker emphasizes the importance of CRM adoption in today's business environment and offers actionable strategies for improving data quality and team performance.

Key Takeaways

• Consistency is key: Inconsistent CRM usage leads to inaccurate data ("garbage in, garbage out"). Consistent data entry is crucial for effective business decision-making. A study showed that 83% of executives struggle to get their sales teams to consistently use CRMs.
• User permissions and ease of use: CRMs should be user-friendly for salespeople to encourage consistent use. Complex interfaces hinder adoption.
• Data accuracy: A significant portion (91%) of CRM data becomes inaccurate within 12 months. Using tools with data enrichment capabilities is recommended.
• Effective reporting: Properly configured reports and analytics are essential for holding sales teams accountable and gaining valuable insights into performance metrics (call metrics, talk time, closing ratios, etc.).
• Integration with other apps: Having multiple applications open simultaneously hinders productivity and reporting. Integrating all necessary tools within the CRM streamlines workflows and provides a centralized view for sales teams.