These five core components work together to create a perfect CRM system.

1. Excellent User Adoption Rate

There is always a way to increase user adoption and increase return on investment. For CRM, user adoption rate is one of the biggest challenges. Although most companies are using CRM, the adoption rate is still quite low, with an average adoption rate of 26% across various industries.

The improper use of CRM incurs dual costs: underutilization of investments and failure to achieve business objectives. According to Forbes, nearly two-fifths (38%) of respondents reported that their problems were caused by personnel issues, such as slow user adoption, insufficient attention to change management and training, and difficulty in aligning organizational culture with new ways of change. On the job.

The visualization of data is crucial for making your employees accept your CRM and improving their efficiency. The combination of improved visual interfaces and quality data migrated to CRM will definitely increase user adoption and productivity.

Here are some tips on how to improve user adoption:

• Access all reports in CRM instead of dispersing them into separate software and spreadsheets
• Limit the number of required fields
• Designate CRM champion to gain team support
• Update all terms to match internal terms

2. High Security

With the increase of data privacy (GDPR) and network security measures, the demand for enhancing data security has also increased. The company needs to take appropriate security measures to ensure that its CRM can be used correctly. Usually, due to poor security practices, companies are sensitive to adopting CRM. They are concerned about storing sensitive data on systems that may put them at risk. Here are some key points to improve security:

• Set access permissions based on roles
• Implement password rules (length or character requirements, expiration date)
• Create a standard program for revoking access permissions
• Implement Single Sign On (SSO) or Two-Factor Authentication (2FA)

3. Valuable Features

CRM software is one of the most important sales tools in the arsenal of sales representatives, which means having a fully integrated, cross-functional CRM solution is crucial. Ask yourself these questions:

• What can your CRM system actually do?
• Can you add additional features?
• Can you automate the process or add the features you need and bring you additional value?

All of these are valuable questions that, once answered, will help define the value of CRM to the organization. Improve functionality by:

• Focus on the core functions of CRM, rather than flashy things
• Consider how all departments and functions using CRM can adapt to their specific use cases
• Optimize over time instead of using plug and play methods

4. Improve Business Automation

Through proper automation, CRM can save businesses a lot of time and money. CRM has evolved from a simple large-scale database to a significant business automation tool. Ensure that your CRM and marketing automation tools work perfectly together to achieve the business process automation that your organization urgently requires.

Improved automation can:

• Viewing CRM as an automation engine rather than an enterprise Rolodex
• Overview the entire customer lifecycle and add automation to marketing, finance, customer, and support (not just sales)

5. Amazing Data Quality

The ability to truly elevate CRM from an isolated database to a component of a customer intelligence platform is the ability to generate feasible insights. Quality data is crucial for any organization. If you don't introduce good data into the system, it won't produce good reports and analysis. Ensure that your CRM can apply artificial intelligence to identify customer behavior patterns and recommend actions to achieve the best predictive results.

The following are methods to improve data quality:

• Viewing integration as a way to improve return on investment
• Provide CRM access to all customer facing teams.
• Provide offline and mobile data access to improve data accuracy
• Create a report to check for outdated information
• These five core components work together to create a perfect CRM system.