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How CRMs Boost Your Productivity While Working
From Home during Corona Virus
The corona virus (COVID-19) outbreak has
introduced many unprecedented firsts to the
working world-at-large. From social distancing,
becoming the new normal, to home quarantining,
and up to 1/3rd of American workers suddenly
finding themselves working remotely for extended
periods.
If you have not already been a part of the remote
workforce, the change may come as jarring at
first. The lack of a defined schedule can be
disruptive. A new-shared workspace with your
spouse and children may be distracting. The
looming threat of the virus and its impact on
friends, family, and loved ones may mean work
takes a backseat. In addition, that is entirely
normal.
According to a Harvard Business Review study in
2019, when stress and anxiety are amplified, our
body automatically triggers a flight or fight
response, and that can lead to elevated stress
levels and an inability to get things done. It
is critical during this time of sweeping change
to focus less on all your to-do's, use
technology to your advantage, and hone in on
business-critical items.
For many business owners and small teams, this
time at home can be critical for getting things
done, making sure our clients are safe and
happy, and finding ways to keep the virtual doors
open. We rounded up the seven best tips, tools,
and ideas for how a CRM can help you make the
most of working remotely during the corona virus.
1. Assign Leads With Shape CRM
Shape is a perfect tool for remote teams because
of the robust tools already built into every
system. Besides team chat, pipeline management,
notes, to-do's, and more, you can also assign new
leads to your team with the click of the button
(or automatically based on certain criteria).
When you cannot be in the office, you can still
be in sync and keep your deals moving forward.
2. Prioritize Most Critical Business and
Processes with Workflows
Working remotely for the first time can be
jarring for a lot of folkswhether you are a
mortgage team or in higher education. You are
used to hammering out client needs and project
details in person, and corona virus will be a
new and challenging time to learn how to reinvent
your systems. One key area of focus many experts
agree is to have a system or repeatable workflow
in place for
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your client needs to reduce both errors and
confusion. Using a CRM system is an excellent way
to build workflows that uniformly apply the same
standards to every new client or lead so you can
continue to deliver top-notch customer service
every time.
3. Try an Integrated Dialer
One thing telemarketers are learning during the
corona virus pandemic is that many people are
home to field their phone calls the same goes
for your prospects. If your business is still
operating during this time, it is critical to
use a tool like an integrated dialer to help you
quickly connect with potential clients. Not only
can you apply local presence, but also integrated
dialers will sync data with your CRM of choice,
send SMS messages, and even do call
forwardingall critical components to keep your
teams pipeline active and converting.
4. Enable Roles and Permissions
With your team at home, everyone must have access
to your customer and lead database with only the
privileges you feel comfortable sharing. Using a
CRM is a great way to establish user profiles for
all of your employees and track their deal
velocities and closing rates. CRMs also allow you
to give employees access to only the critical
info and tools they need to do their jobs while
simultaneously gating off certain features,
financial data, or other sensitive materials you
do not want them to see.
5. Pre-Built Marketing Campaigns
If you are in one of several essential
businesses, the fact remains that you still need
as many ways as possible to reach your core
prospects or clients at this time. Since
in-person events and meetings are out, now is a
great time to leverage automated email marketing
and SMS campaigns to make clients aware of what
is going on with your business, offer deals, and
generally stay top of mind.
6. Use Document Sharing
Tools like Google Docs can be great for remote
teams because they allow quick sharing,
commenting, and iteration. However, CRMs can add
a layer of secure storage to your sensitive data
and deal memos. With Shape, not only do you get
secure document tools, it is simple to share them
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out with your teams, clients, and prospects,
attach documents to workflows, and allow
customers to pay invoices or fill out inquiry
forms online from the safety of their homes.
7. Try Data Reporting
We mentioned the psychological pitfalls of trying
to be over-productive during this time.
Instead, insist that your teams be more
effective. One way to ensure this with minimal
lift is to use your CRMs data reporting tools.
In Shape, this means leveraging the ability to
run custom reports on every user of the system
to see who is closing deals, fielding the most
successful lead conversations, and getting tasks
completed. Its easy to create your custom
reporting parameters and a great way to keep
your team focused on the metrics that matter most
to your businessnot just busywork.
Article Source - https//setshape.com/blog/how-crm
s-boost-your-productivity-while-working-
from-home-during-coronavirus