Warranty CRM: 4 Ways to Turn Your Ideas Into Action

By Scott McLaren - CMO Mar 29, 2016 10:00:00 AM

4 steps action

CRM plays a key role in the success of any business. Here’s how to put your customer-centric ideas to good use.

You already know that keeping customers at the center of your business is important; but actions speak louder than words.

Recently, we gave you ‘4 Little Things You Can Do To Give Your CRM a Big Boost’. But lucky for you, we’ve got more. Here are four ways to take your customer relationship management concepts from mere ideas to real action.

  1. Focus on one solution at a time.

    Eager to improve? Great. But don't make the mistake of trying to change everything at once. Instead, highlight one opportunity—and the solution it will create—at a time. This will help keep your team focused and will ultimately ensure quality over quantity.

  2. Connect your CRM to the bottom line.

    Why does this matter to your company?’ is a question you should always be asking yourself as you work to improve CRM. Pinpoint where and how your CRM ideas relate to (and how they can help) your bottom line.

  3. Implement your plan.

    When putting the final touches on your plan, ask questions like: ‘What kinds of problems will this solve?’ ‘Who will own the execution of the plan?’ and ‘How long will it take to see results? Performing this type of problem solving up front will increase the odds for a smooth transition when it's time to start executing.

  4. Wash, rinse, repeat.

    Once you have a few structures and systems in place for your team members, your CRM should be operating like a well-oiled machine. Automate as many processes as you can so that your team can simply wash, rinse, and repeat, and keep the positive results flowing.

Are there any other ways you’ve made your CRM ideas actionable? Tweet @Fortegra to let us know!

Categories: Warranty

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