Here Are 5 Reasons To Consider A CRM

Underwhelming Customer Experience?

The customer is your world.

A good company cares about its customers and strives to not only keep them happy, but satisfied. But their needs should be the central focus of your business.

What is CRM?

A customer relationship management tool or CRM is centered around the customer. It stores organize and analyzes customer data and interactions in order to improve a business’s internal customer processes and in turn improve customer-facing interactions. Therefore, this leads to improved productivity and customer satisfaction.

Most importantly, when you keep your customer as your central focus you will always be seeking ways to improve the customer experience. Every company big and small can benefit from a CRM’s customer-centered approach.

Here are 5 reasons to consider a CRM

1. Easy Onboarding

Trying something new can be scary and intimidating. Especially to customers who are looking to buy your product or service. Alleviate their fears by making your onboarding process as easy as possible. One way to achieve this is to make it self-serve by using a CRM system.

Therefore, many CRMs have customer contact record fields that can be customized by your team to trigger specific workflows. However, these workflows indicate to your employees when it is time to take new action with a customer, allowing your team to stay on top of the onboarding process and making things as easy as possible for your customer.

2. Personalization

In addition, CRM allows you to have all of your customer’s information at your fingertips. Take a look at your customers’ purchasing habits and personalize your communication with them accordingly. If there are a lot of customers who have stopped purchasing your products over time, you may want to launch a campaign to re-spark their interest.

Further still, you may want to analyze that data to look for the source of the problem causing high levels of customer drop off. Conversely, if you have a group of returning customers that constantly buy from your company you may want to personalize a loyalty campaign for them to show your appreciation.

3. Strong Customer Relationships

Most importantly, trust between a company and a customer is quite important. Does the customer trust that you will keep your promises, resolve issues with integrity, and always put them first? To build trust between yourself and the customer, you can use the information gathered and stored in a CRM. It allows everyone who interacts with customers to draw upon that wealth of knowledge at any time.

4. Quick and Easy Access to Info

Without a CRM your sales reps are probably spending an exorbitant amount of time looking up information on and for their customers. For example, the sales information is stored in one platform, communications logs in another, and contact info in yet another.

Having a CRM all of that information is brought together on one platform and is stored on the customer’s profile where it can be pulled up at any time in a matter of seconds.

5. Improve Customer Satisfaction

As a result, think of your CRM as a roadmap to your customers’ needs and follow them. Let it guide you to your next course of action or strategy. Your CRM can analyze customer data and past engagement to determine the next steps for each of your customers or customer groups.

Adopting a CRM can help your team take their customer relationships to the next level by using the advantages above. If your company doesn’t have a CRM and are struggling with customer satisfaction, now may be the time to try one out.

Check out this blog for more info on Reasons to Consider a CRM!

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Stephen Lavoie

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About MasterSolve

MasterSolve is a business and technology consultancy with offices in Toronto, Ontario, and St. Louis, Missouri.  We are your trusted business partner with expertise in Customer Relationship Management (CRM) and Marketing Technology (Martech) solutions. We live and breathe CRM we use a combination of best practices and common sense to help you implement and support, the software and technology you need to run your business and meet your goals.

If you are looking for technology and business processes improvement to help you propel your business toward success, give us a call today!