CRM software

Fluctuation Of Employees and CRM Software

It can be said that it does not matter if your company has 3 or 3,000 employees, employee fluctuations are always a problem. Depending on branch to branch, somewhere is larger and somewhere smaller problem, but we can say that is present everywhere.

How does the fluctuation affect the everyday business and how it reflects on the sales department of your company? Very negative if the percentage of fluctuations is high, or if it occurs after a certain period of time.

If the percentage of fluctuations is high in a short time, it is obvious that the business model of employing people is not good and that some changes are need to be done. Such fluctuation is certainly not good, because of the reputation of the company itself, and this should be solved as soon as possible. There are different methods and ways to solve this problem, and your HR sector can help you in this, or possibly some external consultants.

Regular fluctuations are normal and relatively harmless if you manage to eliminate the main problem and this is an outflow of information.

Information about a client, owned by employees who have worked with you for years are so important that you can compare them with the significance of the client itself. If this information is stored by an employee in one of his diaries or in Excel files or even worse in his head, then you are in great trouble when an employee decides to leave the company for any reason.

Important information about the client, such as his shopping habits, personal things about his daily life and personal acquaintance with your employee can hardly be replaced. In these situations, when employee leave the company, usually you lose the client as well.

This is where the CRM software enters the scene and it will make this replacement process go through completely painless. Over the years, an employee who is leaving the company will enter an incredible amount of information in CRM software, information regarding the client that your employee led.

This set of information makes the so-called. 360 ° view. There are all his purchases, all appointments, emails, calls, conversations that relate to each specific offer, as well as the reasons why the offer went through and the other did not. All complaints and customer concerns over time.

This set of information permits one day when your employee decides to leave your company, the transfer of client to another employee, and the process of getting them to know each other is completely painless.

Of course, it’s not all that simple, with all of the information above, you have to have procedures that new employees will have to follow, as well as the training system and knowledge transfer.

Another example from experience, company without CRM software, and then you can conclude, would it be easier to have an assistant.

On Monday morning, a cloudy day, people are slowly gathering in a conference room, small groups of employees are whispering about various things that happened to them from last Monday.

This part sounds great, team building is a phenomenal thing and helps people get to know each other and share their experiences in everyday work. Unfortunately, the part that follows is not.

A meeting begins, one by one employee presents his view of the previous working week and describes his actions that he had: meetings, calls, offers. Then he explains how he called X number of clients whose obligations are due to be paid, and that they got the answer that it would be paid in a week. Manager listens them with approval, or sometimes will tell someone that it is not good enough and that much more is needed.

All this information’s that is enough to fill in one diary, where do they end up? Unfortunately, in the air! Manager will forget what was said by the afternoon, which is completely logical, because after that meeting he had 15 calls and 5 meetings. Employees will take a new diary from the storage because they filled the previous ones and put them in the corner somewhere.

You can understand how much wasting of time and energy this was. There are much better and more elegant ways to run business. Why to do work like this on old fashion way and torture yourself, when there is a machine that can help us to be efficient 1000% more. Unfortunately, today a small number of companies still do not function in this way. We are not talking about small companies, but about companies that have hundreds of employees and millions of annual revenues.

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