Customer Relationship Management (CRM) System

Tired of looking into different mailboxes to gather all the previous communications with a client or a lead? With a CRM, you can see all communications under one profile. This comes in handy when you are replacing a salesperson, or onboarding a new salesperson. Also, customer relationship is a delicate matter. The wrong choice of word or subject is enough to ruin the entire experience. However, it's impossible for you to share knowledge about a client or a lead without a central informational hub. That's what CRM is for. For example, if one of your clients has recently lost an important partner, you want to make sure your whole company knows so no one will bring it up, not your customer rep, not your on-field technicians, just absolutely no one! How could you have done that before when you kept all this information in your head?

Say goodbye to salespeoples' common excuses, "this person is not picking up", "this person is not replying to my emails". With the right setting on your CRM, you can see how many times the salesperson has actually tried contacting the leads, and you can also read or listen to how the salesperson interacts with your precious leads. If certain salespeople are uncomfortable about setting up a CRM in the company, that should tell you how productive they have been. No one likes hiding their hard work so they won't have a problem showing you how active they are working on the leads or upselling your past clients. However, people with things to hide will not appreciate the transparency your CRM tool will introduce.

Do you send follow-up emails a couple of days after sending out a quote? What about 2 weeks from the date you send a quote? What about sending the lead an email 2 years from the date you sent the quote to see if their need was met by your competitors? I know many of you don't do that. It's not because you are lazy, but because these tasks add up, and become burdensome. Why not automate this process? With a CRM, all this repetitive work can be done automatically, so you can get extra productivity without hiring more people.

Why only chase for new customers, when your past customers will also need your service? Time for your past customer to refresh their paint for their house? Or time for a dental check-up? Having a CRM allows you to automate email or text reminders to your past customers that you are ready to help them again. You can also integrate your CRM with platforms like Google Ads, Facebook Ads, etc., to retarget your past customers to remind them to think about their needs of your services.

[sc name="crm-video" ]