For businesses to be successful, they need to establish relationships with their customers. Using CRM gives you access to critical customer information that you can use when engaging your customers, so they won't feel like they're lost in the sea. As CRM stores organise customer information, support teams can quickly assist returning customers who have inquired. In turn, customers are less likely to spend a lot of time explaining, increasing customer satisfaction and return rates. This article explains how, along with improving your workflow, CRM will save you time and money.
1. Streamline Daily Tasks
Spend the first 30 minutes of your week going through files, calendars, and reports to catch up on last week, then formulate your ideal workflow for the week. Utilise CRM to automate your daily task list workflow with reminders and alerts. By automating many of the tasks, not only will you save time, but you will also save on hiring sales support.
2. Improve Team Work
You can schedule team activities in the CRM for particular team members based on their availability when certain conditions are met. Serve as a reminder that a team member needs to complete a task, such as a follow-up or a phone call. Follow-ups can also be initiated through CRM workflows to remind staff members to contact specific clients. You can ensure that your clients are satisfied before closing out a service request, thus optimising your customer service experience.
3. Clear Accountability
You can quickly lose track of who's responsible for what works and when it should be done. In your CRM, you can assign responsibilities, determine the order in which tasks need to be completed, and set due dates for each task. By clearly defining each sale's responsibilities, the overlap of functions can be eliminated, productivity can be increased, and team members won't be confused regarding the duties of everyone.
4. Eliminate Duplication
Duplicate records are likely to appear in your system at some point. It is also costly and prone to errors to enter data manually. Although your organisation may not be possible to eliminate all data entry, you can reduce errors and labour costs by integrating the different processes and systems. CRM can be integrated with ERPs and Webstores to minimise duplicate entries. Using our DSM Suite 2.0 solution, you can extend e-Commerce operations with a CRM and ERP interface. This integrated platform allows you to track and manage e-business effectively to maximise opportunities and minimise losses.
5. Minimise Meeting Time
Meetings are among the most common complaints since many feel ineffective. A meeting where each person describes their workload to one another takes away from getting any actual work accomplished. CRM allows your team members to instantly see each person's workflow and relevant data and pull real-time reports. You can use the tool to hold virtual stand-up meetings instead of having a physical meeting in the morning. Meetings may not be eliminated, but they may be reduced significantly.
Final thoughts
CRM will provide you with a smooth communication flow.
Consider the time spent answering customer inquiries, responding to complaints, and sharing news and information within the organisation. CRM allows you to send automatic responses to customers, notify them of updates, and send notifications to co-workers. The CRM lets you communicate directly with your customers via email or text and stores all the conversations.
You will enjoy immense growth opportunities if you partner with the right service provider. Get a better start with Zooloo. Our team is happy to assist you with your journey towards digital transformation. Please contact us at sales@zooloo.asia.
- Discover more about Customer Service Strategies
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