CRM automation

In 2020 it was reported that 80 percent of data generated is not being utilized by companies. The question is, how can you use CRM automation to help you to utilize your data? 

When you think of big clients, you probably imagine attention and adoration. But with bigger clients come higher standards and higher demands. So, even if your organization is smaller, your sales processes can benefit from business automation.

The thing is many people are unfamiliar with automation services and are stuck wondering what is CRM automation?

Using CRM automation allows you to stop wasting time on mundane tasks and repetitive activities. Instead, you’re focusing on quality customer interactions and managing customer information.

So let’s take a closer look at what CRM is and why you should try it today.

What Is CRM Automation? 

Before we jump into the ways that CRM automation can help your business, it’s important to know what it actually does. So let’s cover that now.

CRM automation is the process of creating systems that complete repetitive tasks to increase productivity within your business. This means that if you have a repetitive task that needs doing, it can be added to CRM and the automation software will assist you with it. 

There are many different automated CRM databases out there and it’s all about choosing the right one for you. 

This system is normally used in B2C and B2B companies and it can help to provide a lot more structure when it comes to getting things done. 

Businesses can be fast-paced and this can create a stressful and chaotic environment. When this happens it’s easy to lose track of the everyday tasks that need to be done to keep your business running.

This is where CRM automation comes in. The system is tailored to your business needs so whatever your tasks are CRM can help you organize them.

An example of some of the tasks that CRM helps with is data entry, updating customer information, creating reminders, and organizing calendars. 

The Most Common CRM Automation Mistakes

Unfortunately, even though CRM has many advantages, people don’t always use them and this causes them to make common CRM mistakes. Here are a few of them. 

Not Using the Full Features

One of the biggest mistakes that you can make with CRM is not using its full potential. There is a wide range of features included in CRM and they are made to help your business streamline its processes in one way or another.

The problem is that many businesses don’t take the time to learn how CRM systems can help them. This means that they aren’t maximizing CRM features. 

However, by taking some time to learn about your CRM system, you could be much more productive.

Not Explaining the Benefits of CRM to Your Team 

Perhaps the best thing about having CRM is that it not only makes your life easier but also your team. CRM is literally a tool that boosts efficiency and productivity for your team.  

However, many teams don’t know this and sometimes businesses don’t do the best job of explaining why CRM is so powerful. However, if you can get your team on board, they are much more likely to see the benefits of CRM and implement them. 

Not Properly Training Your Team on CRM

Similar to not explaining the benefits of CRM, not training your team on CRM can also be a mistake. If your team doesn’t know how to use CRM properly, they aren’t going to use it to its full potential. 

But if you set up some training for your team, they can understand the full potential of the CRM system. This means you can create more business automation by allowing your team to take care of CRM tasks for you. 

The Benefits of CRM Automation

Now that we’ve covered the mistakes that businesses make with CRM let’s cover the benefits of CRM. These benefits can all help automate businesses in different ways.

It Saves You Time

One benefit of CRM automation is that it can save you a lot of time. Setting up systems and processes for your business with CRM can cut out a lot of work for you and automate it. 

This can allow both you and your team to focus on the tasks that are the biggest needle movers for your business. 

It Collects Data and Shows It to You

Another big benefit to CRM is that it can have data on every one of your customers and your tasks. This information is incredibly valuable as it acts as a database for your business. 

This means that if you ever want to know information about your business it’s all stored in one place. There are also dashboards on CRM so that you can see your data.

This can help you track analytics and statistics so you can see how your task efficiency and sales are performing. 

It Simplifies Business Tasks

Businesses can be complicated and unless you get on top of the tasks that you need to do, they will get on top of you. So one of the best things you can do is get a system that makes tasks like adding leads more manageable.

This allows you to get back in control and focus on driving sales and revenue to your business. 

CRM Automation: How to Get Started

At Fishhook Marketing, we truly believe that CRM automation is one of the best things that you can introduce to your business. We hope that after reading this article you don’t have to wonder ‘what is CRM automation’ again. 

If you would like to get started with CRM today or create a website that turns visitors into sales, then why not schedule a call now.