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Looking to Scale Your Business? Here are 3 Best CRM Practices You Need To Know!

Published on April 6, 2023

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At a glance:

Looking to improve the ROI of your CRM? Discover how to optimize CRM systems with cross-company integration, mobile and cloud-based features.

1. Using A Mobile CRM

In today’s fast-paced business environment, being able to access your CRM system on-the-go is essential. That’s why Mobile CRM is becoming increasingly popular among businesses of all sizes.

Improved customer satisfaction
Respond to customer inquiries and requests more quickly, leading to improved customer satisfaction.

Increased sales
Close sales faster and increase your win rate.

Improved customer loyalty
By providing an exceptional customer experience, businesses can build customer loyalty and reduce churn.

There are a few things to keep in mind when implementing Mobile CRM

  1. 1. Ensuring it is compatible with your employees’ devices.
  2. 2. Ensuring it is easy to use and provides a great user experience.
  3. 3. Ensure it is secure and compliant with data privacy regulations.

By incorporating Mobile CRM as one of the best CRM practices, you can ensure that your team has the tools they need to be productive and efficient, no matter where they are.

You may also want to read: CRM Implementation: The 7 golden rules of a successful CRM project

2. Investing In A Cloud-Based CRM

The cloud is one of the most disruptive forces in the business world today and using a cloud-based CRM system is also among other best CRM practices to scale your business. Cloud-based CRM systems offer many benefits over traditional, on-premise CRM systems, such as:

Cloud-based solutions are more flexible than local solutions. They can be easily scaled up or down to meet the changing needs of your business.

Lower total cost of ownership
There is no need to invest in expensive hardware or software licences.

Increased collaboration
Make it easier for employees to collaborate and share information.

Improved customer service
Help businesses provide their customers with the best possible service.

If you are considering investing in a CRM solution, consider a cloud-based solution.

3. Cross-Company CRM Integration

Cross-Company CRM integration is one of the most recommended best CRM practices for ensuring that your CRM system is effective. 

Integration involves connecting your sales, marketing, and customer service teams to the same system so that all data is aggregated correctly, including customer, contact, and product data. This means that even legacy systems and third-party software should be included so that all sources of information are in one place. 

Furthermore, processes should be appropriately integrated into the CRM system, including lead management, opportunity management, and customer service processes. 

Adequate training for your employees on how to use the CRM system, such as adding and updating customer records, using the system’s various features, and more, is crucial to the success of your CRM integration. 

You can streamline and automate internal procurement processes with proper CRM integration and gain better alignment between departments. For example, when marketing generates leads, sales can jump into the process at the most efficient timing, ensuring hot leads don’t turn cold. By following these best CRM practices, you can maximize the efficiency and effectiveness of your CRM system.

4. Conclusion

In conclusion, adopting and following the best CRM practices is crucial for getting the most out of your CRM system. It may be tempting to cut corners, skimp on features, or take shortcuts, but doing so can ultimately hurt your business in the long run. 

A sound CRM system can help you save time and money, increase sales and productivity, and improve customer satisfaction. On the other hand, a poor CRM system can have the opposite effect. 

To avoid these adverse outcomes, it’s always best to consider and implement the best CRM practices. This includes investing in quality data, using a cloud-based or mobile CRM system, and properly integrating this system in your business processes. Following these simple guidelines ensures that your new tool works for you, not against you.

You may also want to read: What is the Best CRM Platform For Your Business?


Are you in need of upgrading your current CRM software or migrating to a new one? Look no further than Solutions Metrix. Our team of CRM experts have over a decade of experience in providing platform-agnostic CRM solutions to top banks and financial institutions throughout the United States and Canada.