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4 CRM Tips And Tricks For Beginners

In any business, customers are one of the reasons they exist since they’re the market for the business’s goods and services. It showcases the importance of your clients in your company. The secret to getting your customers right is by meeting their needs fully. Developers have developed various tools to enhance the client experience in any business.

One such tool is Customer Relationship Management (CRM.) However, to reap the benefits of this tool fully, it’s best to learn how to utilize it to the maximum. How’ll you do this? This article discusses tips and tricks you can adopt with your CRM; read on!

1. Automate Processes

In running your business, you undertake many repetitive and time-consuming activities. One of the departments in your organization that’s prone to repetitive tasks is marketing. Your team needs to send out promotional messages to current and potential clients, follow-up emails after clients have made their purchases, and other activities.

Besides these activities being time-consuming, there’s a high probability of your workers forgetting to do some of them, such as sending follow-up emails. It defeats your purpose of enhancing customer satisfaction and experience with your brand. 

However, CRM tools can help turn the situation around for your workers. Your team can program the tool to automatically send emails to customers instead of manually. One of the advantages of CRM is that you can schedule the date and time to send the said emails. With the scheduling, you can make monthly instead of daily plans, allowing you to focus on other operations.  

In addition, CRM enables you to personalize the emails you send to your customers. Customers tend to feel more appreciated and valued when recognized in emails. Also, there’s a high possibility of the customer opening an email that says, ‘Dear Emily,’ rather than, ‘Dear Customer.’ With the client opening the email, you’ll also achieve the goal of passing the intended message.

2. Recommend Products

As a business, your customer relationship shouldn’t end with you supplying products and them buying these products. If you want to have a consistent supply chain for your products and services, it’s best to create a long-term relationship with your customers. It’s because it might be easier to sell to your existing customers than to new customers.  

How do you create a long-term relationship with your customers? The answer lies with recommending products that they resonate with or prefer. The CRM should help you get data on your clients’ spending habits. You can recommend both existing and new products. For example, a given client might have purchased a pair of earrings; you can recommend a neckpiece that matches the earrings. It compels the customer to buy the necklace, increasing your sales. 

On the other hand, suppose a customer loves to buy your self-care products. Should you introduce a hand lotion, you can recommend the said product to this customer. There’s a high probability of them buying the product; you can further ask for their feedback on your new product. If there are aspects they didn’t like, they can inform you, and you can make amends accordingly. It increases the salability of your new product, customer satisfaction, and sales.

3. Analyze Customer Trends

Customers are the cornerstone of any business, yours included. Therefore, you need to study them to meet their needs better.  

CRM software can easily assist you in doing this; how? The tool enables you to monitor your customers’ spending habits over some time. And you can see the most and least preferred product based on the season with this data. For instance, your gift hampers might be selling the most during the holidays; heavy jackets sell more just before winter, among other scenarios.   

From this analysis, you can plan your production accordingly to meet the market demand. It prevents over and under production, ensuring you supply the right product at the right time. With this, you’ll better satisfy your customers’ needs.

4. Integrate With Other Systems

When making any investment, it should give you value for your money. In this case, CRM software is your investment. To be a viable investment, it needs to serve as many purposes as possible in your organization. One way to ensure this is by integrating the CRM software with other systems in your business, such as finance, sales, and marketing.  

The finance team can utilize the data from the CRM to make accurate production budgets to meet your customers’ needs. Based on how you’re selling your products and services, the sales and marketing team can identify the marketing strategies that worked and those that didn’t and make accurate sales forecasting. It helps them plan better for tomorrow. 

Also, with these teams having the same access to the CRM data, they’re on the same page regarding issues and numbers. It eliminates the possibility of wrong data deductions and conflicts due to a lack of understanding.  


From the discussion above, you’ve seen ways in which you can utilize Customer Relationship Management (CRM) for the benefit of your business. Consider adopting these tips and tricks in your business, and you’re highly likely to get your customers right. Let your clients’ needs and company’s goals be your guiding principles to succeed in the implementation process.