Are you continuing to print documents to add your comments by pencil?
And printing and adding documents to a file folder?
CRM software can facilitate you to get more digital and reduce costs in the office.
We use social media and advertise our business online but we still have a high paper waste which costs both time and money. consistent with a recent study, 58% of offices in Europe store paper records on office premises instead of choosing a digital system, and a couple of businesses have no structure whatsoever for storing customer communication.
How are we visiting create exceptional customer service and loyal customers when we use time and money on administrating paper?
Digital record management gives you:
– Improved business processes through faster access to and retrieval of data .
– Better-informed decision-making through quicker access to all or any of the right information.
– Better service delivery because relevant information are often located easily.
– Less staff time spent trying to find information.
– Lower compliance costs and enhanced ability to supply accurate, timely and transparent responses
– Cost savings from less creation, storage, retrieval and handling of paper records.
Every initiative starts with one person and that i want to share 8 tips with you on how you can organize your workday and be on the way to digital management for your organization.
I like my desk clean and my day organized. i’ve got over the years found that this makes me much more effective. I also put less strain on my colleagues and it reduces stress. For years, i assumed I had a pretty good system based on notebooks. In 2008, I joined SuperOffice and it “rocked my world” forever.
The reason for this is the CRM software and the way it helps me to plan and manage my every day.
- Make a list of all of your jobs and activities ahead of time.
It’s impossible to do “everything” at once when you have a lot on your plate. Sit down in front of your diary and lay out the various duties throughout time. Make tough decisions and leave some space for essential or unexpected chores.
- Keep track of everything.
The journal, like your database, is only useful if you utilise it properly and maintain it up to date. Everything from ordering flowers for a coworker’s birthday to the management meeting should be scheduled. Not only does this benefit you, but it also provides an overview of your day or week to your colleagues and, of course, the front desk. Just keep in mind that private bookings should only be visible to you;-)
- Use the print button sparingly.
What exactly do you need to print? Of course, this is dependent on the position you hold. However, most of us don’t require much in the way of paper.
- Electronically distribute
To share documents and emails, use a CRM system or an external project room. You’ll have all of your information in one location, and it’ll be easy to find. You also save time by not having to send an email to your project group, and you avoid the risk of your “essential” message getting buried among hundreds of other emails. If you work with graphic suppliers or agencies, such as I do, ask them to do the same via WeTransfer or FTP.
- Make use of digital templates.
Many businesses spend a significant amount of time creating individual templates for sales offers, advertising, and invites, among other things. You will not only save time but also money if you make an electronic library available to the organisation. Each employee can then concentrate on their original activity rather than “creating” new templates. Another advantage is that you can assure a consistent profile and that the phrasing follows business policy, which is vital when it comes to sales offers, for example.
- Reporting
Tired of putting together that Excel spread sheet with the most recent sales numbers for hours on end? Today, we all have to give it our all and produce results to upper management. To accomplish so, we’ll need data from a variety of sources, such as sales by month or quarter, or open rates on emarketing mailings. With a CRM system, you can keep track of all your sales in one place and generate standard reports quickly.
- Information about how to contact us
Have you ever utilised a search engine to look up a company’s contact information or gone to their website to look up a contact person? When a company lacks a business directory or a contact database, it takes a long time for each employee to locate the relevant information, or perhaps you believe you have all of your critical contacts on your phone? You will all profit if you collect all company and personal data in one consolidated system.
In a CRM system, you can search for anything, so if you simply have email addresses, for example, you can search for them. You can also search for an email from a certain contact. Everything is at one spot.
- Lists of recipients
Are you buying lists from outside vendors as part of your prospecting, such as “we have 100 firms on our list ready to buy xxx product”?
I would advise you to begin compiling your own prospect list, which will provide you with more qualified leads and save you money in the long run. Under GDPR, this has also had an impact on marketing.
Add a “sign-up” and a call-to-action to your website, collect emails at a conference, or gather subscribers through your blog or social media platforms.
Add these contacts to your CRM database, of course, so you may pick them (mailing lists) later to send direct mailings.
