CRM systems: marketing, sales, and service
Let’s start with the basics. Here are the key areas a CRM system supports:
Give your sales staff an overview of your customers, while helping you identify new business opportunities. It should also offer options that help you:
- Share sales performance and key metrics with your staff.
- Identify and engage with the right buyers to grow sales relationships.
- Use artificial intelligence (AI) to help you know what steps you should take during every step of the sales process.
Help your brand stand out and meet client service expectations, so they’ll want to do business with you, and in a perfect world, give you their trust. CRM systems also let you:
- Engage with customers on their preferred channel or device.
- Use data and intelligence to learn how to provide better service and reduce costs.
- Offer a 360-degree view of your customer to help your agents deliver personalised service.
Offer connected and proactive service that helps your technicians deliver positive onsite experiences for customers. It should also provide tools that:
- Help your technicians improve service, resolution times, and earn customer trust.
- Automate scheduling so that the skill set of the technician matches the service request.
- Offer customers an easy-to-use self-service portal to track technicians or get recommendations.