3 CRM features that increase customer service

Customer relationship management (CRM) is one of the best ways to utilize modern-day technology to gather customer data and manage/build direct customer relationships.

This is due to this software’s ability to sort through, automatically analyze and prioritize sales leads before you even get your eyes on them. This way your team can focus on the best lead opportunities that are more likely to turn into a sale. It’s also the best way to reconnect with customers using information like email addresses and phone numbers to capture repeat purchases, cross-selling and upselling.

There are distinct features in CRM software like Salesforce that companies should be taking advantage of to make their CRM relationships even stronger. Learn more below:

1. Workflow Automation

Workflow automation is essential for employees to be able to prioritize their tasks for the day and make use of the full eight-hour day without distraction. The best way to avoid employee burnout is to It completely automate tedious, manual tasks.

Some examples of active workflow automation within Salesforce that workforces should use are automated “thank you” emails, inventory tracking and data input. Automating these three processes saves workforces hundreds of hours while still putting in the extra time and energy to appeal to customers.

If you do choose to use automated “thank you” emails, be sure to add some personal touches to make your email stand out to the customer. For example, avoid being overly promotional and instead recognize a special event in your customer’s life like a birthday.

2. Automated Reporting

Automated reporting eliminates the need to dig for data for an upcoming team presentation. Instead, you’ll be able to view highly relevant and statistical data in an engaging way with an automated reporting dashboard.

These dashboards provide real-time updates and automated system synchronization to help you make informed, data-driven decisions on the fly.

3. Mobile CRM

It’s helpful to view relevant customer data on your desktop, but also on your mobile device as well. When you can access valuable customer data on your phone from anywhere, you’re catering to the modern-day work-from-home or hybrid workforce.

Plus you can share relevant details with other staff members to give them quick snapshots and schedule alerts about important campaigns or deals.

To learn more about how to correctly implement and utilize Salesforce features, visit 17 Grapes or call 801-245-0500. We’re a business consulting firm that helps you increase sales and make informed decisions about your data and how to market to new and returning customers.