How to follow CRM best practices?

CRM best practices will vary based on the functionalities the system covers and the country you operate from. For example, GDPR is a norm used in Europe to protect customer’s data. Ensure you enquire with your local law firm for more details.

As a rule of thumb, here are seven best practices you should observe on your CRM:

1) All important communications made from and to customers should be registered on the CRM in order to ensure best follow-up.

2) Duplicates must be avoided and item details and prices must always be up-to-date.

3) Rules about cold calling may vary across countries. Ensure you know and follow them.

4) Companies offering warranties and after-sales services should have the appropriate funds and processes to keep their promise of refunds/ replacement.

5) Maintenance call-back delays should be honoured.

6) Item pricing should clearly indicate VAT amounts on sales estimates.

7) Printed forms must follow your local norms.

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