3 Ways to Improve Your CRM for Q4

3 Ways to Improve Your CRM for Q4

The month of October isn’t only associated with fall and Halloween. For small to medium-sized businesses October marks the beginning of the end. The fourth quarter. Crunch time. Q4 is filled with major holidays like Thanksgiving, Hanukkah, Christmas and New Years so it may be hard to get your employees to focus on the many tasks at hand.


We’ve provided some tips that will help improve the efficiency of your company’s CRM which will in turn give you a nice Q4 boost to your end-of-the-numbers.


  1. Provide CRM re-training to your employees.

Brushing up on CRM usage and best practices is great idea going into Q4. There is a possibility that some of your employees forgot how to use certain functions of your company’s CRM. A re-training program will greatly improve the efficiency of your CRM and may help clear up any internal confusion about certain accounts or clients.


  1. Focus on closing any lingering deals in your CRM.

If you want to see a big Q4 boost you need to get your marketing and sales team in sympatico. One of the best ways to do use is to make sure they’re both using the company’s CRM to their advantage. If your marketing team can focus on the bottom of the funnel, it could help your sales team close those lingering deals. Communication with your sales team is essential here. You’ll need to better understand what they need in order to be successful.


  1. Keep your CRM up to date.

Q4 is the best time to get your ducks in a row. Make sure that all important customer information and data has been inputted to your CRM system. This is the only way to get a realistic look at your customers’ profiles and sales forecast numbers. Out of date information can lead to internal miscommunications and missed opportunities.  


With Q4 upon us, you can use the tips above to help boost your numbers and meet those bottom lines. Providing CRM re-training, closing deals and keeping your CRM information up to date is a great way to start that final push into the end of the year.

All of this could be accounted for with a customizable CRM system such as W5 Templates. If you’re interested in customer relationship management system that’s simple and easy-to-use, follow the link: http://www.w5templates.com/free-trial/

Dave Oshlag has been helping companies large and small stay organized and focus on the right projects for more than 25 years.  His specialty is saving hours of time wasted on disorganized systems without spending thousands of dollars. He’s best known for enabling massive changes in productivity with tools like W5 Templates that are simple, streamlined and get people organized quickly.

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