CRM Best Practices Guide

To get the most out of Bushel's CRM, it's crucial to set your team up for success. Review this guide for best practices to keep your teams aligned and connected to your farmers.

1. Identify internal team members for access. This should be a mix of departments and roles across your agribusiness.
   1. Why is this important? Communication across departments can be difficult to manage, Allowing CRM access to all your business units ensures the whole team is aware of every farmer interaction. This should be a mix of departments and roles across your agribusiness.
      
      
2. Host an internal CRM kickoff meeting. Invite anyone who will have seats to the CRM.
   1. Why is this important? While Bushel’s CRM was built to be super intuitive, it will be helpful to set guidelines and expectations with everyone who will be using it to ensure everyone is using it the same way.
      
      
3. Keep your CRM open as a pinned tab on your browser at all times.
   1. Why is this important? This will help users get in the habit of using the CRM daily; keeping it open as a pinned tab is a great reminder to continue to regularly use the CRM.
      
      
4. Ensure your Accounting System is up to date during the launch process. Make sure to update first and last names on accounts, as well as documenting associated phone numbers on accounts.
   1. Why is this important? Bushel’s CRM allows for day one functionality by pulling your customer information into the product right from your accounting system.
      
      
5. Track prospects in the CRM before they get added to your ERP. Track information and activities on potential customers, including name, phone number, email, address, and notes.
   1. Why is this important? Tracking prospect information in the same tool as the one you’re tracking customer data in helps to keep notes on each farmer interaction in one place and everyone working in the same tool. 
      
      
6. Log all activities on your customers.
   1. Why is this important? Logging all activities and notes helps to keep all staff in the know with centralized customer insights and helps to make sure knowledge is not lost with staff turnover.