Business continuity from a distance
Even before our working lives were disrupted, ‘information siloing’ was a common problem. Almost every business has experienced issues when a critical staff member is unavailable and no one else has the information required to answer a question or advance a job.
It is easy to see that with more people working from home and staff likely to take time off if they are feeling unwell, it can become harder to keep information flowing between colleagues unless businesses make it easier to collaborate.
A CRM solution will become a valuable tool for many businesses who want to keep information dynamic and accessible to everyone who needs it.
For example, if a part time staff member is trying to follow up on an unpaid invoice, their latest action can be documented within the CRM solution and viewed by others without needing to wait until the staff member is available. Or, an account manager working remotely can see the staff member has spoken to the customer and decide on the next course of action.
Utilising a CRM solution as the information hub of your organisation, staff can easily pick up where others have left off or document the progress of an issue for others to see later. When managed correctly, it can become a clear, running report of what’s going on in your business.
