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top 4 questions to ask about CRM

Top 4 Questions You Must Ask About Your CRM Software

Purchasing anything for the sake of your benefit is not enough until you do not know how to properly use it. Almost every sane, successful, and educated person on this planet agrees on one method to achieve this: Asking questions about a thing which eventually leads to more questioning for a better understanding. So, with this philosophy in mind, today we will enlighten you about some of the most important questions you should ask yourself before using a CRM application for your business. Ensuring a right answer to all of these questions about your CRM strategy will enable your customer relations management team to provide optimal results. So, let’s ask to improve!


top 4 questions about crm


Is Your CRM Data Diverse?

Is your crm data diverse

CRM applications these days no longer have a one-sided approach to customer relationship management. Today, you can store a more diverse type of data in regards to your customer that is more than just their name and number. You can insert customer’ attributes, financial entries, likes and dislikes, preferences, and etc. All of this will help your business to know and provide much better service to your customer providing remarkable growth opportunities for your small business via CRM app.


Does Your CRM Provide Smooth “Offboarding” Procedure?

does your CRM provides smooth offboarding

Well, most of the business owners are aware of the term “Offboarding” but in case you are not, let us get you acquainted with it. “Offboarding” procedure is that process of a business which is designed to facilitate an after-sales customer. This involves the gathering of and ensuring correct customer-asset documentations from the company’s end.


In the days preceding business technology, this work was done manually and was both time/money consuming (with its quota of errors as well). Nowadays, CRM applications have made it much faster and easier for the companies to provide better “Offboarding” services to a customer. This can be done efficiently via combining important customer data and making it easier for them to access it whenever they need your services again. Ensuring such easiness in customer relations management can do marvels for your small business.


Is Your CRM Secure & Hard To Access ‘Unauthorized’?

Is your crm secure

This is perhaps the topmost concern for any growing business these days (especially given the recent global ransomware attack of “WannaCry”). You need to sit down and have a hurdle with your CRM team on the security and access to your company’s precious customer information. There has to be a concrete security plan (with selected individuals) who can access and authorized to make important decisions regarding your business’ customer data. Free and unrestricted access to your central CRM data is the biggest mistake you can ever do.


Are You Providing Important Maintenance & Timely Updates To Your CRM Application?

is your crm updated and maintained

As with everything else, a software also needs proper care and up gradation in order to perform at their best. No matter how much you care and organize for the customer data within your CRM application, it won’t be of any use to you if the application itself is compromised. A proper maintenance and upgrading plan is the answer to the longevity of your CRM application. You should seek such business CRM applications which offer fundamental business feature integration, yet being highly flexible and easier to maintain.


Final Words …


So, with these top 4 questions related to the sanctity of your CRM app, we tried our best to convey to you the importance of asking and ensuring that these requirements are met when it comes to your company’s central CRM application. If you successfully ensure that the requirements discussed within these questions are efficiently met, you will experience better business growth and much robust/secure customer relationship management for your company.

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OneCubeCRM is one of the most reliable CRM application for small businesses. We have designed this app, particularly taking into account the needs and requirements of a growing business and how to meet them efficiently. OneCubeCRM will serve you as an all-in-one business management technology that you need for turning your tiny business into a huge success.

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