Most businesses have implemented a professional system for customer relationship management. They use it to provide customer support, as well as organize their sales and marketing departments. The system needs to be continually maintained, however, in order to properly ensure quality of service. If a major server should go down or important piece of software fail to run, the company could lose its ability to interact with the public.
You will want to back up your data at least once a week (daily is generally considered a better choice). This can be done in-house, though transferring the data to an off-site location will provide your business with additional protection from fire, floods, and natural disasters. This may even be a good idea if you are using a web-based vendor - there is always the possibility the company will go out of business and take your data with them.
You should also have multiple levels of authentication that change on a regular basis. The administrator will want to distribute new logins and passwords at set intervals and make sure they are not written down anywhere. A role-based login verification system is also suggested. This will help to protect the security of your CRM system and prevent a hacker or cyber-criminal from compromising any data.
Another important part of CRM maintenance is making sure all of the computer software is up to date. You will want to run any recent patches that have come out and update the drivers to their latest versions. You should also keep a constant look out for security fixes to the operating system. Failure to do so could result in the computers crashing at an inopportune time and data being lost.
Technical maintenance will be necessary if the hardware for your CRM system is located on the premises. Your company will need to regularly examine the computer equipment, switch out old wiring, and remove any dust that has accumulated. You may also want to run stress tests on the computers each week. If your business is using a web-based solution, this type of maintenance is generally left for the hosting company to perform.
You will also want to perform data cleanup on your computers whenever possible. Corrupt records in the CRM database can slow down your system and provide inaccurate information to employees. You should parse the data for syntax errors, normalize numeric values, and remove any duplicate files that exist. It’s additionally a good idea to optimize the database indexes.
Overall, the most important thing is to make sure that the maintenance is performed on a regular basis. Customer relationship management is a major part of the business world, and all it takes is one piece of equipment to malfunction for the whole system to be compromised. Proper maintenance can help to reduce this danger and ensure that your data is kept safe.
A good SMB CRM system can be an incredibly valuable asset for your business. As more businesses recognize this value, the amount of SMB CRM vendors is expanding quickly. Navigating the pricing plans, features, and service terms of all these can be a decision-making nightmare. more
One of the best ways to improve your customer service is to integrate your CRM and contact center software. Benefits of doing this include:Improved customer satisfaction through more personalized contacts, Better conversions on lead, and Increased employee productivity. more
Did you know that 67% of online consumers have used social media for customer service purposes?Unfortunately, many businesses ignore social mentions because they don’t know how to handle them appropriately. This is a problem because managing and responding to these mentions can make or break your brand. more
This whitepaper provides a guideline for selecting the right customer portal solution for your CRM by following a three-stage process. By comparing in-house and third party SaaS products, we examine present business and technical portal requirements, which are then mapped against the upfront and hidden costs for development and future scalability needs. more