Remote work has become the new norm. Nowadays, more and more companies start implementing remote work strategies and moving their businesses online. While some employees perceive working at home as a royal blessing or manna from heaven, for others it remains a really daunting challenge to keep organized and productive. No matter what “cohort” you identify yourself with, here are a few pointers on how to organize remote working, accelerate sales performance, and turn your CRM into a unified workspace that provides the best digital experience.
Organize a centralized workspace
Except for the obvious must-haves for remote work (computer, internet connection, and headphones), your team will definitely need a tool that will help you to organize a collaborative environment and track the progress of your sales or projects. In such a case, EspoCRM can become the support your business needs to stay on course. The software allows you to create a unified customer base, organize task management, monitor the performance of your team, and provide exceptional customer service. As remote work removes face-to-face interactions among various departments, properly configured security roles in the CRM will ensure the effective exchange of information within your company and access control to customer data.
Optimize project management
When your team works remotely, managing a single project becomes challenging, and if you deal with several projects at different stages, it’s a real brain twister. Without the casual check-ins that happen in the office naturally, tasks are often overlooked, deadlines missed, and team members can lose sight of priorities. That’s where a CRM with project management tools can be useful as well. Project managers can use it for planning, assigning tasks, and monitoring progress in project boards and Gantt charts. For project teams, it acts as a unified location where everyone can access project details, track task progress and deadlines, and view updates in real-time.
Facilitate effective communication
One of the greatest benefits of working at home is the absence of distracting over-communication with colleagues and office gossip. However, it becomes more difficult to build a collaborative working environment and keep employees motivated. CRM software can aid in facilitating effective communication greatly. Your teams can use activity stream to discuss and provide feedback concerning an important deal or a new case. With the help of shared calendars, the managers are able to track the progress of each team member and their availability, so the organization of your daily meetings will no longer be a shot in the dark.
Keep growing your business
Of course, if the company staff has only started working remotely, it becomes a challenge to keep improving sales performance. The CRM platform provides you with detailed sales and marketing analytics. These powerful insights can be used to track your sales progress, create effective marketing campaigns and forecast future revenue. Moreover, having dashlets displaying real-time data and reports will motivate your team to perform better and gain better results.
Ensure consistent customer experience
Even if you’re moving your business online, it shouldn’t affect the quality of your customer service. CRM software offers at least 3 ways to provide the best customer service and support. Firstly, integrate your email and CRM to keep the history of all communications with customers in one place. Secondly, automate email-to-case creation and save time for your support team. Thirdly, set up a customer portal to make it easier for a client to receive help if needed or find necessary information about your product or service.
Conclusion
All in all, working remotely provides people with the freedom to choose the most comfortable place for work, saves time for commuting, and allows for creating an atmosphere where a person is fully concentrated on the task. In such circumstances, CRM software will not only keep your employees productive and motivated, but also aid in maintaining a consistent workspace and paving the way to your future success.