Some businesses can anticipate their customer’s needs before they even know they have a need. How well do you know your customers?
Have you ever had the pleasure of walking into your favorite coffee shop and being addressed by name and provided with your customary favorite order? I happen to spend a lot of time in a nearby coffee shop and I’m always amazed by how the employees recognize customers and can whip up the customer’s order without a second guess. Being addressed by name and having them remember my favorite coffee drink always puts a smile on my face and makes me want to go back again. It also encourages me to refer my coffee shop to others. Just goes to show that providing good customer service really pays off.
Unless you work in a coffee shop, it may be safer to use customer management software like to organize your client data. You can enter all of your client contact and contract data into this easy to use software. Each touch point, whether phone call, email, postal mail, or meeting can be added to each individual client account so that you know when you contacted your client last and what was offered or discussed. With all of this data in a single location, each sales agent will have more insight into the products or services provided and can be prepared to offer the next service. The ability to cross-sell and up-sell is much more visible when your data can be viewed and reported using this software solution.
Many sales agents spent time on the road meeting and greeting prospects as well as clients. Microsoft Dynamics CRM can deliver notifications or alerts through mobile devices to ensure that you can get to all of your appointments on time. You can also update schedules and respond to client inquiries faster when using the mobile features of Microsoft Dynamics CRM. Having real time data in this single software platform will also reduce the chance for double-contacts or other duplicatied efforts.
will provide you with greater insight into your client's historical needs, as well as help you see what the client may need next. Being able to anticipate potential future needs will show your client that you are always thinking of them and ready to provide your products or services when needed. Providing good customer service is good for them and you. When your clients know you are reliable and can provide them what they need, when they need it, they’ll be more likely to refer you to others. To learn more about how Microsoft Dynamics CRM can help you provide better customer service, please contact Socius.
By Socius,
