Implementing a CRM system can feel like a big step, but it’s one of the most effective ways to keep your agribusiness organized and connected. Whether you’re managing a grain operation or an ag retail business, having the right tools in place can help you better serve your farmers and streamline your operations. Here are six best practices to consider as you explore CRM solutions.
- Identify Key Team Members for CRM Access
When implementing a CRM, it’s important to involve a mix of departments and roles across your business. This ensures that every part of your operation—from sales to accounting—is on the same page when it comes to customer interactions.
Why this matters: Communication across departments can be challenging, especially in larger organizations. With CRM access, everyone can stay informed about farmer interactions, making your business more responsive and cohesive.
- Host a CRM Kickoff Meeting
Once you’ve selected your CRM, it’s crucial to get everyone on board. Hosting an internal kickoff meeting with all potential CRM users helps set expectations and ensures that everyone understands how to use the system effectively.
Why this matters: Even though tools like Bushel’s CRM are designed to be user-friendly, having clear guidelines from the start helps avoid confusion and ensures everyone is aligned on how to use the system.
- Keep Your CRM Accessible
One simple habit that can make a big difference is keeping your CRM open as a pinned tab on your browser. This small step encourages regular use and helps make the CRM an integral part of your team’s daily routine.
Why this matters: The more your team interacts with the CRM, the more valuable the tool becomes. Regular use leads to better data and more informed decision-making.
- Ensure Your Accounting System is Up to Date
Before launching your CRM, make sure your accounting system is current. This includes updating customer information like names and phone numbers, which can be automatically pulled into the CRM.
Why this matters: Accurate data is critical for CRM success. By pulling updated customer information from your accounting system, you ensure that your CRM is ready to deliver value from day one.
- Track Prospects Early
Start tracking potential customers in your CRM before they’re even in your ERP system. This helps you keep a detailed record of all interactions and ensures that no valuable information is lost as prospects move through the sales funnel.
Why this matters: Using your CRM to track both prospects and customers in the same tool helps maintain consistency and allows your team to easily access all relevant information in one place.
- Log Every Customer Interaction
Make it a practice to log every interaction with your customers in the CRM. This includes calls, meetings, and even quick check-ins.
Why this matters: Detailed records of customer interactions help your entire team stay informed. This is especially valuable during staff transitions, as it ensures that knowledge isn’t lost when employees move on.
Why Consider Bushel’s CRM?
If you’re exploring CRM options, Bushel’s CRM is specifically designed for agribusinesses, seamlessly integrating with existing ERP systems to eliminate manual data entry and streamline customer interactions. With features like pre-populated customer contacts and comprehensive analytics, Bushel’s CRM helps grain buyers and ag retailers optimize relationships and grow their businesses.
Ready to Learn More?
Implementing a CRM is a journey, but with the right approach, it can transform the way you manage your agribusiness. Explore how Bushel’s CRM can help you take your customer management to the next level.
