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3 Ways CRM Can Help Your
Business During COVID-19
BAASS Business Solutions Inc.
Remote Working at BAASS
• While away from the office, we continue to utilize the same
business applications that we would have access to under
normal circumstances
• BAASS employees are able to access tools, like our CRM, from
their own homes with two simple things: a computer and an
internet connection
• This is because our applications are stored on a remote desktop
• Having a CRM solution can help your organization:
• Streamline processes
• Connect your various departments
Enhance Communication with Customers
• With the world shifting due to the current pandemic, consumers have shifted their preferences and
priorities
• Leverage your CRM as you transition with your customers
• CRM can encourage more contact
• Allows you to easily maintain engagement through automated and mass communication, or even through targeted segments
• With features like dashboards, effortlessly track customers you’ve been out of touch with and act accordingly
• As the surrounding economy is filled with uncertainty, you can use your CRM to communicate any
necessary information or updates
• It’s important to keep your clients in the loop, demonstrate responsiveness, and display empathy
• Your CRM can help improve your customer service - Use the collaborative abilities of your CRM to ensure that nothing gets missed, and that customer needs are always met
Action:
Compile a list of clients whom your business has not had contact within the last 30, 60, 90 days. Prioritize
communication with those who have not been contacted recently.
Increased Diligence
• Be diligent with the quality of client data and take the time to make sure you have the most accurate, up-to-date information in your
system
• Unlike before, there’s no longer the same face to face accessibility with colleagues - Rely on your CRM solution more as you work remotely
Action:
Run a report for client data that is incomplete or outdated. You can prioritize your customer service or sales team to update the
information they may not have added and then reach out to the clients to update and confirm any outstanding data
• Better diligence in upkeeping data can help streamline business processes
• Heightened quality of data can encourage more individuals to rely on the CRM
• Check for duplicate information, maintain consistency when filling out fields, and ensure that information is always being updated when
received
Action:
During a clean up you may be able to update existing CRM procedures that are followed internally to ensure the highest quality of
information is included for all new contacts.
Integration to Improve Productivity
• As you work remotely, there may be more dependence on various applications to schedule meetings,
maintain calendars, send emails, or more
• You may find yourself feeling overwhelmed and unable to keep track of what you need to do
• CRM solutions can be integrated with various applications or tools that can help you stay productive
• While working remotely, it can be easy to miss information
• You may have found yourself digging through various platforms to find specific pieces of information – If you’re finding
yourself distracted while working, use your CRM to increase productivity through its integration capabilities
Key Takeaways
• If you weren’t utilizing your CRM to its full potential before, there is no
better time than to start now
• With your team working remotely, your organization’s CRM can be the key
to keeping information flowing between various departments and
individuals
• Note that there are also many development options that can be added to your CRM to
enhance different business processes
Learn More
Visit our website www.baass.com/crm to explore
CRM solutions that can help your organization during
COVID-19.
Read the full blog: www.baass.com/blog/3-ways-
crm-can-help-your-business-during-covid-19

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3 Ways CRM Can Help Your Business During COVID-19

  • 1. 3 Ways CRM Can Help Your Business During COVID-19 BAASS Business Solutions Inc.
  • 2. Remote Working at BAASS • While away from the office, we continue to utilize the same business applications that we would have access to under normal circumstances • BAASS employees are able to access tools, like our CRM, from their own homes with two simple things: a computer and an internet connection • This is because our applications are stored on a remote desktop • Having a CRM solution can help your organization: • Streamline processes • Connect your various departments
  • 3. Enhance Communication with Customers • With the world shifting due to the current pandemic, consumers have shifted their preferences and priorities • Leverage your CRM as you transition with your customers • CRM can encourage more contact • Allows you to easily maintain engagement through automated and mass communication, or even through targeted segments • With features like dashboards, effortlessly track customers you’ve been out of touch with and act accordingly • As the surrounding economy is filled with uncertainty, you can use your CRM to communicate any necessary information or updates • It’s important to keep your clients in the loop, demonstrate responsiveness, and display empathy • Your CRM can help improve your customer service - Use the collaborative abilities of your CRM to ensure that nothing gets missed, and that customer needs are always met Action: Compile a list of clients whom your business has not had contact within the last 30, 60, 90 days. Prioritize communication with those who have not been contacted recently.
  • 4. Increased Diligence • Be diligent with the quality of client data and take the time to make sure you have the most accurate, up-to-date information in your system • Unlike before, there’s no longer the same face to face accessibility with colleagues - Rely on your CRM solution more as you work remotely Action: Run a report for client data that is incomplete or outdated. You can prioritize your customer service or sales team to update the information they may not have added and then reach out to the clients to update and confirm any outstanding data • Better diligence in upkeeping data can help streamline business processes • Heightened quality of data can encourage more individuals to rely on the CRM • Check for duplicate information, maintain consistency when filling out fields, and ensure that information is always being updated when received Action: During a clean up you may be able to update existing CRM procedures that are followed internally to ensure the highest quality of information is included for all new contacts.
  • 5. Integration to Improve Productivity • As you work remotely, there may be more dependence on various applications to schedule meetings, maintain calendars, send emails, or more • You may find yourself feeling overwhelmed and unable to keep track of what you need to do • CRM solutions can be integrated with various applications or tools that can help you stay productive • While working remotely, it can be easy to miss information • You may have found yourself digging through various platforms to find specific pieces of information – If you’re finding yourself distracted while working, use your CRM to increase productivity through its integration capabilities
  • 6. Key Takeaways • If you weren’t utilizing your CRM to its full potential before, there is no better time than to start now • With your team working remotely, your organization’s CRM can be the key to keeping information flowing between various departments and individuals • Note that there are also many development options that can be added to your CRM to enhance different business processes
  • 7. Learn More Visit our website www.baass.com/crm to explore CRM solutions that can help your organization during COVID-19. Read the full blog: www.baass.com/blog/3-ways- crm-can-help-your-business-during-covid-19