3 CRM Strategies to Support Remote Working

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Last year certainly was a year like no other. While many businesses struggled to stay afloat, others were able to adapt and keep going by allowing their employees to work remotely. This year, things are slowly opening up and hopefully getting back to normal.  But moving your team back to working at the office may not happen soon, or at all. For some, remote working hasn't been all bad.

Working together even when not together

Some organizations have found that working remotely has its benefits. For example, most of us at Azamba Consulting Group have been working from home offices or our clients' offices for quite some time, even before the pandemic hit.  As a result, we've learned a lot about working together even when we are at a distance. The biggest lesson we've learned: keeping your teams connected is vital.

That means your Customer Relationship Management (CRM) system is more important than ever. The right CRM gives your team members immediate access to the data they need to get their jobs done even when they are not in the office. It's also a valuable tool for keeping everyone organized and on the same page. We've pinpointed three simple yet crucial CRM strategies for making a success of remote working.

  1. Take security seriously

Online security should be a top priority for all of your employees. Whether they are CRM users,  managers, or business owners, they will want to be up to date on your company's policies regarding password protection and profile security, as well as the security procedures surrounding auditing and data exporting.

For instance, with auditing enabled, you can track who makes changes to CRM data and when the changes are made. And with data export security enabled, you'll prevent users from copying data and misappropriating it.

  1. Require CRM data entry

Data needs to be entered in CRM to help keep your whole team connected. All interactions: emails, phone calls, notes, tasks, sales opportunities, etc., must be in the system for there to be complete visibility. Of course, employees and even managers may balk at entering every piece of information. Still, someone has to set the policy and enforce it if data is to be available whenever remote workers need it.

  1. Automate and standardize

It is essential for business owners and managers to avoid being penny-wise and pound foolish. In the long run, automation and efficiency will help your company increase profitability.

For instance, if employees spend hours each day performing tasks that can be automated in CRM, it is probably well worth the cost of implementing enhancements to your system.

Some decision-makers may not realize that what they need is possible. But with the right CRM solution, there is almost nothing that can't be automated or made more efficient. Sometimes things that sound complex from a business process perspective turn out to be fairly simple from a technical perspective—and very easy on the budget.

Optimize your organization for remote work

The best business practices coupled with the right technology solutions will lead to success when transitioning to, or maintaining, remote workplaces.

Your business will be leaning more heavily than ever on your CRM system. Ensure that it is safe and stable as well as robust yet easy to use.

At Azamba, we specialize in Microsoft Dynamics 365 and Sage CRM.  CRM is all we do, and we are experts at it.

Our team can offer insights into ways to improve your CRM setup, leverage CRM add-ons, and streamline your business practices.  Let us help you optimize your CRM system to boost performance and profitability while supporting remote working.

Contact our experts at Azamba for a  FREE REMOTE WORK CONSULTATION.

By Azamba Consulting Group, www.azamba.com

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