How to get the maximum possible value out of your data

February 24, 2021by admin

As the developer of the acclaimed software “Qodeify CRM”, we thought of making you vigilant about the ways of getting the best out of your CRM data and what to take into consideration when you are starting off with a CRM.

You can develop your sales pipeline enormously by using your CRM wisely. You shouldn’t start on this technology without being pre-prepared.  Any new software you take into your company will need proper organization and training.

The followings are some best CRM practices you have to consider when starting off with a new system:

1. Assist the team to embrace the new system

CRM adoption can be complicated as it frequently requires a change in organizational culture. As 40% of employees don’t know what a CRM resolution is or how to utilize it efficiently. Even though at the start, your team might doubt about change, but you will have to make them confident with proper training. It needs lots of time and support until it becomes a habit.

2. Automate as many tasks as possible

What is the requirement of a CRM? Making your life easier, isn’t it? Hence, automate as many as tasks possible. Utilize the workflow automation features of a CRM. Get rid of duplicates, avoid errors to assist your team. Make sure the reporting is designed well and start making decisions from the data.

3. Always keep customer information updated

Both you and your team have practices in place to improve data entry, get reports and manage data to develop sales metrics. You should refresh your customer data as soon as you receive new information. The data produced by your CRM system is important customer insight. But you can use it effectively only when you store and understand it in an efficient way.

4. Define goals and KPIs

For the adoption of CRM clear purposes and intentions are essential. If companies have clarity about what they want to accomplish, their CRM strategy would be successful. So, it’s important to set goals and KPIs.

5. Integrate CRM with other business software

Including your current CRM in other programs results in an even extra powerful tool. Why don’t we combine your ERP and CRM software together? Nowadays integrating CRM with other software is a strategy used to stay ahead of the competition.

No matter what the scale is, a CRM system is a great asset. It’s important to use the right software that allows you to make your relationship with your customers stronger. Forget your tedious workflows and use technology to help your business to thrive. By selecting a powerful CRM make the most out of your investment. Enjoy the benefits of a happy and long-lasting relationship with your clients.

With multiple success stories in many industries, Qodeify CRM continues its journey. We invite you to be a part of this journey by implementing customizable software to your business. Contact us here.

Also Read: Benefits of a CRM for the Small Businesses


Headquartered in Dallas, Texas, Qodeify holds a strong market presence in Mobile App Development, Web Design and Development, SEO Services, Website Maintenance, Content Development.

Headquartered in Dallas, Texas, Qodeify holds a strong market presence in website design and development, SEO services, Website Maintenance, Content Development.

Connect with us!

We believe in delivering a quality that leaves an everlasting impact in our client’s success.

Copyright 2022 Qodeify | All rights reserved.

Copyright 2022. All rights reserved.