Combatting Stress in the Workplace Using a CRM

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Customers are vital to the health of your business and it is important to maintain relationships, whilst ensuring that no leads slip through the cracks. It is commonly found, however, that a lack of transparency in sales activity can lead to a lot of stress in staff members. For example, the inability to access data quickly and easily (due to poor collaboration and/or the lack of a proper system) can result in delays, which can sometimes lead to loss of business.

Managing your customer relationships without the help of an automated tool, is incredibly difficult – especially when your ecommerce business is growing. Therefore, it is not surprising that having a Customer Relationship Management (CRM) system can help reduce stress at work.

Using a CRM tool, such as Hubspot, allows all important information to be captured and stored in one central place. It saves searching around different systems for multiple sets of details and asking around for information. It also means that jobs can be completed quicker and a log of the details can be kept.

combat stress by using a crm tool

Using a CRM tool has overwhelming benefits to a business:

Know who is working on which account. Using a CRM tool eliminates account handling confusion.

A common reason for staff leaving a business is stress brought on by poor internal communication. With most CRM tools, actions are regularly logged and it is possible to see who (which staff member) has been working with the client or business and what their latest interaction was. You can easily access information whilst limiting the disruption to other staff members.

Set up workflows that will automatically pull data into your CRM tool and enable the automation of repetitive manual tasks. This means there is more free time to get even more important things done.

By automating your workflow through a CRM tool, it means you can minimise micromanagement. Micromanagement often leads to negative feelings in the workplace. Using a CRM tool allows employees to feel confident and at ease, therefore producing a better quality of work.

The great thing about setting up workflows is the ability to set reminders for tasks that are due or overdue, enabling a completely transparent way of working.

Free up the time of your salespeople by minimising the need for frustrating time-consuming searches.

Freeing up time for more important tasks in a business is vital. Staff members are far more productive when conversing with clients, instead of spending half an hour searching for a file in order to understand the status of the relationship with said customer. This isn’t hard to achieve. CRM tools mean information can be stored in a much for organised and logical way, taking the frustration out of looking up customer information.

Let the CRM capture all of the important data. Reduce the “Did I remember to?” and “What was that?” moments by making sure your CRM tool is integrated with emails,

You can have it all! In one place.

Your salespeople will be all the better for it. Using a CRM tool will enable your staff to disconnect when they need to without the risk of forgetting important information.

CRM tools can capture emails and store them under the individual and company name. As well as easily recording the details of calls and meetings. There is even the option to set tasks, along with reminders of due dates and overdue work or interaction. This will inevitably reduce the stress of staff members as they will be able to quickly see what is done and what needs doing, what stage the relationship between the company and customer is at, and if they need to make contact.

Reduce the risk of human errors.

The implementation of a CRM tool can massively reduce the risk of human errors, there is greater precision when carrying out tasks. Allow staff members to focus on the bigger picture – using a CRM tool that can quickly capture and input data means that staff can dedicate more time to looking after customers’ wants and needs. By trusting the automation, there is less pressure and stress for staff members as there are less opportunities to make errors.

Use the data to help provide quality customer service.

By implementing a CRM tool, it easy to see the progression of relationships with customers. There is no need to run around the office trying to find someone who knows about a certain customer. Anyone can open the CRM tool and pick up where someone else may have left off.

Picture this.

You can see that a customer is calling.

How can you be prepared when you answer?

Hop onto your CRM tool, pull up their details and away you go.

All the information you need is right in front of you:

  • Past correspondence.
  • The details of the work you are doing for them.
  • The details of who is working for the customer (which staff members).

Provide tailored customer service by using a CRM tool and not only will this improve customer relationships, but also reduce the stress of answering the phone blindly.

Motivate your team by being able to track the progress of relationships with customers.

Make sure your team doesn’t fall victim to stress. You can even boost the motivation of your staff members when you use a CRM tool as all progress can be clearly seen.


Did you know? On top of all the benefits listed above, you can integrate your CRM tool with both marketing and accounting tools!

The team at OutserveWeb are on hand to help you improve your business processes. To get in touch, click here.

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