What Is CRM Optimization?

CRM is the backbone of data-driven sales.
Optimizing this system is the process of refining your customer relationship management system to maximize efficiency, insights, and revenue.

CRM Optimization Methodology

Assess

The first phase is evaluating your current CRM setup. This involves auditing data quality, user adoption rates, and integration points to identify areas for improvement.

Enhance

Once weaknesses are identified, strategic enhancements are implemented. This can include data cleansing, workflow automation, and customizing fields to capture critical information.

Analyze

At this stage, we leverage the improved CRM data to generate actionable insights. Advanced reporting and analytics tools are utilized to uncover trends and opportunities.

Act

The final step is turning insights into action. This involves aligning sales processes with CRM data, enabling more targeted outreach and personalized customer interactions.

Our Process

Building Your CRM Foundation

The first phase of your CRM optimization plan is setting the foundation for your long-term goals. This part of the process will be happening "behind the scenes" as you're getting started.

Data Audit

Before optimizing anything in your CRM, you need to take the time to assess the quality and completeness of your existing data. This typically involves analyzing 2-3 key data sets that will define your strategy, goals, and metrics going forward.

System Analysis

Before you can set goals or determine quick wins for CRM optimization, it's important to take a snapshot of your current CRM performance. This involves completing a workflow audit, integration analysis, user adoption survey, and feature utilization review.

Goal Setting

The goals you set are what will keep you, your team, and your whole company aligned and help everyone come together as one data-driven unit. All your CRM optimization efforts and deliverables can (and should) be tied to reaching these defined goals.

Strategy Building

Once you know the data you need to leverage, the system capabilities available to you, and the targets you need to hit -- now you're ready to begin outlining your CRM optimization strategy. This involves mapping out the first workflows and dashboards you plan to implement.

Tackling CRM Quick Wins

While the CRM optimization foundation is being built, a quick win strategy will be put in place to bring in results as soon as possible. This might include easy fixes in the CRM that will increase user adoption, or setting up basic automation to streamline repetitive tasks.

Once It's Optimized, Leverage It!

You have to measure to manage. We're here to ensure you're extracting the right insights from your CRM to inform strategic decisions.

Data-Driven Insights

You have to measure to manage.

We're here to ensure you're extracting the right insights from your CRM to inform strategic decisions.

Process Automation

Content isn't king anymore - automation is.

We'll make sure you stay at the forefront of sales process automation to continuously build your efficiency.

Cross-Functional Alignment

Having an optimized CRM helps increase collaboration across teams, drive accountability, and ultimately -- drive more revenue.

Performance Analytics

CRM isn't just for storing contacts. It's a powerful tool for tracking and improving sales performance, customer satisfaction, and overall business health.

Report, Refine, Relaunch

The first round of optimization was implemented during the foundation phase and now you're ready to leverage it. But the work doesn't stop there - CRM optimization is an ongoing process of continuous improvement.

“Hüify was definitely the missing piece to our marketing initiatives. Working with Hüify has been nothing short of a privilege. Since going through the onboarding process five months ago, they have completely changed the game for FastSpring as a company. Not only has our sales funnel exploded, they have truly made FastSpring a force to be reckoned with as thought leaders in our industry. I consider them an extension of our team and know they care about our business/wins as if they were sitting right here in the office.”

STACY BEKAS - MANAGER OF DEMAND GENERATION, FASTSPRINIG

Ready to Optimize Your CRM?

Hüify is prepared to help you define your CRM goals and create a plan to meet those objectives. Get in touch with a CRM optimization expert by filling out the form.