Tune up your CRM for the New Year!

It’s that time of year again – time to take stock of everything that’s transpired over the past year(s).  It’s time to reflect on the successes as well as areas in which to improve so that 2019 can be your best year yet.

When you look back on where your workflow could use some fine-tuning, does your CRM come to mind?  If it doesn’t, maybe that’s because it’s in tip-top shape and is working perfectly for your organization.  If so, great!  But if you find yourself thinking about all the time you wasted dealing with a system that’s no longer suited quite right to your company’s workflow, then it might be time to consider a CRM tune-up.  

Your CRM should do the heavy lifting for you instead of being another thing that slows you down.  But often, over time, your company’s needs change.  Your users’ processes change.  Your CRM should change, too.

Ask yourself some important questions about how your CRM is (or isn’t) working for you.  For instance, do you still need those 10 fields related to a process you were using last year that is no longer in place?  Are your users still getting reminders for tasks you no longer bother doing?  Does your dashboard show reports you don’t need anymore?  Does it show the reports you do need?  Are you tracking data about customers or internal processes in spreadsheets that you’d rather have integrated into your CRM?  What else do you wish your CRM could do that it doesn’t do right now?

If your CRM could use some tweaks to bring it up to speed with your current business practices, don’t let these inefficiencies drag on into 2019!  This is an opportunity to get your business operating at peak performance.  Get in touch with us at Pacific Street Inc. to see how we can help you streamline your CRM and maximize its effectiveness for your business in 2019.