Manage your clients with CRM

CRM, or Customer Relationship Management, is a type of software designed to help you manage your customer relationships and their associated data. When you onboard a customer, it’s much more than selling your product. If you want to keep their business, it’s important to nurture that relationship. Custom relationship software enables you to do this in a variety of ways.

Manage all customer requests in real time. What’s your current protocol for dealing with customer complaints? Do you have one? What about client requests or inquiries? If you’re unable to answer these questions, you can benefit from CRM. CRM provides your clients with one point of contact. As soon as a request or complaint comes in, it can be assigned to a member of your team and tracked all the way to completion. Plus, you’ll have a digital paper trail of all communications, transactions, and receipts.

Track the health of client relationships. As your organization grows, it’s easy for little things to fall through the cracks. CRM software can alert you to pain points in all areas of your business, including sales and marketing and your social media platforms. For example, if someone leaves a negative review online, you’ll receive a notification right away. This gives you the opportunity to interact quickly and put out sparks before they turn into flames.

Automatic synchronization. The leading CRM platform on the market, Salesforce, is cloud-based. By implementing Salesforce at your office, your team members can access important client information no matter where they are. Data and information can be collected in real time, via tablet, smartphone, or computer. What’s more, if a piece of hardware crashes, you won’t lose anything.

Here at 17 Grapes, we love helping businesses implement Salesforce. If you’re ready to improve your client relationships and business in general, contact us today.