CRM+ Consulting Blog

Budget Your Way to CRM Success: 5 Ways to Budget for CRM Implementation

Posted by Charles Kemmerer on Tue, Dec 13, 2016 @ 11:12 AM


If a new CRM system is on your holiday wish-list, these budgeting tips will help you achieve your goal. Many companies hesitate to implement a CRM system or upgrade their existing system because of the perceived expenses. However, when you consider expenses versus returns on your investment, you can quickly see how beneficial a CRM system is to your organization. These five tips will help you budget like a pro so that you can convince even the most skeptical managers of the value of a CRM system.

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Topics: CRM

Four Tips for Effective CRM Implementation

Posted by Charles Kemmerer on Tue, Nov 22, 2016 @ 17:11 PM


It’s exciting to launch a new CRM system or upgrade to a new system with all the bells and whistles. That said, it’s also important to make sure that the entire CRM implementation runs smoothly from project inception to completion. These four tips will help your project get off to a strong start and finish with a flourish.

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Topics: CRM

Generating Leads for Your CRM System

Posted by Charles Kemmerer on Wed, Oct 26, 2016 @ 19:10 PM

Every company wants a full pipeline of qualified leads in their CRM system. When you fill your lead funnel or pipeline, you always have qualified customers moving along to a successful sale. But how do you generate leads for your CRM system?

Companies typically put in place a consistent process for attracting qualified customers. Some of the techniques may vary, but you can adapt this process to fit your company’s needs.

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Topics: CRM

Rub-A-Dub-Dub, That’s a Scrub! Cleaning Your CRM Database

Posted by Charles Kemmerer on Tue, Sep 20, 2016 @ 14:09 PM


You’ve heard of spring cleaning, that time when homeowners everywhere tackle the accumulated grit and grime of wintertime to make their homes spring-fresh. We’d like to suggest a fall database cleaning that scrubs your data shiny and fresh, too.

It’s a smart idea to choose a time period each year to review your CRM database and clean it up so that you can start the new year with a sparkling, fresh data set. Some companies schedule data scrubs for the end of the calendar year, while others prefer the end of their fiscal year. Regardless of when you choose to clean your data, you should review and clean it regularly. A CRM system is only as good as the data contained within it. If your data contains errors and duplicates, poor customer relationships and excess costs can result.

If this is your first time cleaning your database, take heart. You don’t need a pail and a scrub brush. Instead, you need time and smarts to review your data, and some external tools and/or vendors, too.

Let’s get started.

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Topics: CRM

Defining Customer Loyalty in the Age of CRM

Posted by Charles Kemmerer on Tue, Aug 16, 2016 @ 23:08 PM


What is customer loyalty?

The goal of most CRM implementations is to loyalize and monetize customer relationships. In other words, the more you can deepen and strengthen relationships with your customers, the better your sales opportunities. To enhance customer relationships, custom-tailored communications strategies are used and tracked through a robust CRM database. The result is customer-centric communications that power today’s CRM.

But if loyalty is the goal of CRM, defining loyalty has to be front and center. You can’t achieve a goal you can’t define.

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Topics: CRM, Customer Satisfaction

Great Ideas for CRM Best Practices: Know Your Customers

Posted by Charles Kemmerer on Tue, Jul 12, 2016 @ 18:07 PM

Have you ever had a really good friend who knew you inside and out? Someone who always remembers your birthday, who can rattle off your favorite color, and who knows whether you love vanilla, chocolate, or strawberry ice cream? That’s the kind of friend you can be to your customers if you know how to get the most benefit from your CRM system. These best practices can help you transform how you interact with your customers by using all aspects of your CRM system.

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Topics: CRM

Keep It Personal: Three Clever Ideas to Add a Personal Touch to Your CRM System

Posted by Charles Kemmerer on Tue, Jun 14, 2016 @ 13:06 PM


A CRM system - also called customer relationship management - may well be called communications or client relationship management, because the tool is so much more than simply a repository for client sales. It’s a place where, with the right information, a business can use it to cultivate lasting relationships with their clients. Last month, we talked about the importance of keeping a small personal feeling with your customers. This month, let’s look at some specific ideas to do that. 

It’s always been a truism in business that 80 percent of your sales comes from 20 percent of your existing customers. With these clever uses of your new or current CRM system, you can grow those all-important existing customer relationships to stay top of mind with clients and improve ordering frequency. 

A personal touch doesn’t have to be time or labor intensive. A CRM system makes it easier than ever to keep in contact with your customers in ways that benefit you both.

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Topics: CRM

Do You Know My Name?

Posted by Charles Kemmerer on Wed, May 4, 2016 @ 07:05 AM

Do you know my name? Probably not. But my bank does. Recently I was reflecting on how troublesome my bank’s ongoing complete renovations have been. Nine months ago the branch of the community bank at which I do business started exterior and interior renovations. While the exterior renovations are starting to look quite impressive, it has been a hassle and inconvenience for all customers of the bank. For the duration of the renovation, my bank has been housed in a small storefront with no drive-thru or ATM. It would have been much easier and saved so much time to have moved all my banking business to another bank located on the same street during the renovations. However, I can’t bring myself to do it because all the tellers at my bank call me by name every time I walk through the doors. It has been years since I have pulled out my identification for a bank transaction. It means so much to me to go to a bank that knows who I am. Although my bank has inconvenienced me with its extensive renovation project, I am under the impression that they care about me and my banking needs.

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Topics: CRM

Why CRM Implementations Fail

Posted by Charles Kemmerer on Wed, Apr 27, 2016 @ 15:04 PM



CRM systems have been deployed in nearly 83% of sales organizations; however, the CRM system itself is not the secret to success in sales, marketing, and customer service. The companies that take flight from their CRM systems are the ones whose teams actually use it. Sales and marketing professionals often check the box to satisfy the expectations of their supervisors and neglect to fully utilize the helpful tools of their CRM system. All too often, this results in the failure of their CRM initiatives.

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Topics: CRM

Appeasing the Masses with CRM

Posted by Charles Kemmerer on Fri, Mar 25, 2016 @ 17:03 PM

Customer service has become extremely complex in today’s world. Now, when a customer has a frustration or complaint about a product or service they don’t just complain to the helpdesk, they air their frustrations to the helpdesk, and a few thousand of their closest friends via social media. The posts and tweets have direct impact on a brand's reputation. The idea that customer service inquiries are no longer centralized to a single portal, such as a phone, creates even more urgency for companies to look at Customer Service Relationship software as a cornerstone for customer contact.

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