This post send by Lawry Matteson
The last few years have been anything but easy for most of us that are in business. We have all had to work much harder to find new customers and do everything possible to keep the customers that we have, and that has meant ensuring that the level of service we supply is second to none. One thing that has helped many of us to achieve this is the use of a CRM system. CRM systems have many great benefits that they can provide to companies, but one of the best things about them is that they enable you to manage your customers. The following is a list of 5 simple steps to show how to use CRM for managing customers.
- The first thing that you can use the system to do is create reports that will give you a true picture of what actually is happening. You will be able to find out who your best customers are, who are the worst, who has stopped relying on you, etc. This will enable you to create a new list of customers to target to increase sales. You can send your sales representatives out to investigate why an existing customer no longer uses your services and deal with any possible problems. You can also make sure that your best customers are rewarded for their loyalty.
- Because you have all of your customer information in one easy to use database you will be able to provide a unique service. You employees can enter as much or as little information as you ask them to. But if they enter personal details, it will allow you to send birthday cards or ask after clients’ families. It will even allow you to identify which clients to invite along when you have free tickets to a sporting event because you will know who supports which team.
- Most of the time, our customers are as pushed for time as we are. However, there is no excuse for a member of staff promising to go back to a client with information, a quote, an answer to a question, etc and then forgetting to do it. A CRM system will stop that happening quite easily. Once the employee has finished their interaction with the client, they update the relevant information. The system will then note that the employee promised to call back or contact by a certain date. The system will then alert the employee that they need to do this to ensure that they don’t forget.
- 4. Following on from the fact that we are all a lot more pressed for time than we used to be, receiving lots of promotional information or marketing campaigns that have no relation to their business means that most customers will stop reading the info that you send through. CRM can create any number of reports within parameters that you set. This means that it can identify target customers for marketing campaigns and promotions and save you money and your clients’ time.
- Finally, all of the information that is input into the CRM system can be used to help your business and increase sales and profitability. For example, if your sales rep visits a client and they mention a new site that is starting in a few months, your rep should put that into the notes section. The system will then identify this as a lead that will need chasing up in a few weeks and will either alert the rep or allocate the task to someone else, depending on how the system is directed. This will mean that you always know exactly what is happening in your area and you will be able to manage your customers perfectly.
Lawry Matteson is writer and content supplier for webCRM interested in writing useful and interesting blog posts on CRM related subjects, problems, solutions, reviews and provider charts. For more web-based CRM solutions, delivered in SaaS model, relevant info visit our company blog.