This article was updated on March 30, 2021.
When it comes to crafting a productive environment for your remote team, you must build trust. One of the best ways to build trust within your remote team is to equip all of your managers and employees with the right tools.
With the COVID-19 pandemic forcing many companies into remote work structures (and accelerating the move to remote for companies that were already headed that way before COVID-19), finding the right tools has never been more critical. With your employees scattered all over the place instead of in one central office, their ability to meet customers’ needs and stay connected to co-workers is vital.
One of the best tools for companies to manage their relationships with clients is customer management software. The right CRM platform can improve your company’s efficiency, help it more efficiently analyze past interactions with clients, and generate beneficial data that can enhance your ability to attract future customers.
That ability to build strong connections with customers and generate data that can be applied to future leads can matter even more when you’re dealing with a remote team of employees. Rather than worrying that your remote team members are scattered around without focus, the right CRM tool can concentrate their efforts on successful customer retention and acquisition strategies.
With that in mind, let’s take a look at some of how CRM can help your remote team thrive:
One of the oldest expressions in the business world very much applies to remote teams: Time is money. One of CRM’s best features is that it uses automation to eliminate redundant tasks, saving your remote team many precious hours that might have otherwise been wasted. Freed from the drudgery of data entry and other mundane tasks, your remote team can focus on more essential tasks, such as providing superior customer service.
There’s no shortage of apps that help remote workers connect online, with Slack being one of the most popular and most accessible to users of those choices. That said, it’s even easier for remote teams if they can communicate seamlessly within the customer relationship management platform itself, rather than having to navigate to Slack (or email, Zoom, or any other communication app). The best CRM platforms excel at streamlining communications. In addition to improving communication flow, those top CRM tools can integrate easily with scheduling platforms such as Google Calendar, enabling easier virtual meeting planning with customers and co-workers alike.
Having a CRM tool that lives on the cloud gives remote sales teams the ability to perform just as well in a remote environment as they would in a centralized physical office space. Combine that functionality with sales contracts and sales forecasting tools, and sales teams can forge ahead without interruption, even when transitioning to a remote work environment.
Mobile CRM capability
We can occasionally get in the habit of equating remote work with a work-from-home environment. Of course, those two structures are by no means identical. Before COVID-19, remote work often meant working from planes, airports, hotels, and train stations. While travel may be restricted today amid a global pandemic, remote work can still mean plopping yourself down at a coffee shop, sometimes without your laptop handy. The top CRM platforms all offer mobile apps that allow users to access sales pipeline data as quickly and efficiently as you would a game of Candy Crush.
One of the biggest struggles many remote teams and companies face is building culture and trust when all their employees are distributed worldwide. The concept of civilization itself is highly misused because building a company culture is not about seeing each other’s faces every day or having lunch together; it’s about creating a sense of connection and purpose – And this is only possible when teams trust each other.
These 4 CRM strategies can help you build and promote trust in your remote team, giving you not only great results but helping you foster a healthy culture.
Sharon Koifman is the CEO of DistantJob, a recruitment agency that provides remote worker staffing and best practices-based advisory services for companies seeking to improve and expand their remote work operations.