2) ORGANISING YOUR CUSTOMER INFORMATION INTO A USER-FRIENDLY CRM SYSTEM
A CRM is a Customer Relationship Management system. It is a cloud-based system which enables you to manage the relationship, data and communication you have with your prospects, customers, referrers, and suppliers; all in one place.
A quick question, what if I gave you 10 new customers tomorrow, what would you do?
Would you buy more equipment? Recruit more staff? Move to a bigger office?
Typically, people don’t think about what needs to happen ‘behind the scenes’ in these situations.
If I were to ask you to show me where your customer information is stored, what you spoke to Mr Jones about last week or what the email address is for Jane Smith – what would you do?
If you are searching your email inbox, looking for a note pad on your desk, a spreadsheet or you can’t remember where that information is, then I can help.
Here is how:
Following your Customer Journey Workshop, you have the added option of my ongoing support and expertise to implement a new CRM for your business.
Here is what the CRM set up includes:
- Support to identify the right CRM for your business
- Organise live demonstrations of your CRM shortlist
- Support to roll out your chosen CRM
- Organise training of your chosen CRM
Investment costs: from £700