ADVE RTOR I AL Open CRM
STREAMLINE YOUR BUSINESS PROCESSES WITH CRM When it comes to productivity, it is a well-known fact that the UK’s averages are below other G7 countries and well below where it should be. But there’s no reason your own business can’t buck that trend. Part of it will be about hiring the right people, but that’s not the end of it.
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ou also have to make sure that they are able to work efficiently and that your business processes are streamlined.
Having streamlined business process is all about ensuring that all those tasks your team carry out are assigned to the right person, to complete at the right time, with the right resources, and without any unnecessary steps to slow things down. Talking about streamlining processes is much easier than actually doing it. In reality, it takes close examination of each stage of each process to assess whether it is being done as efficiently as possible. And that’s where your CRM system comes into play.
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Once you have identified a step in your processes that is causing a slow down or even an entire process that is just generally clunky, it’s time to find a way to streamline it. This could involve automating certain steps using your CRM system or just documenting the completion of them better. It’s probably easier to explain this with an example…
A Messy Sales Process When new Leads land on your sales team’s desk, let’s assume they are distributed out equally among the team. That sales person sends out an email
