How to maximise your use of S3 CRM - Part 1
There are a number of useful reports within S3 CRM which can help maximise your business opportunity.
Total Revenue per Customer
Total revenue per customer which can be used to help identify loyal customers and give them discounts if necessary. Using this tool can help to further build better relationships with your customers as when contacting them you will be able to inform them accurately when their last order was and for how much etc, this shows the customer you value them and know about their ordering patterns.
Conversion Rates
Check out the conversion rate for quotes, this can help to see which of your sales staff is performing the best. It can also be used when looking at pricing to see if any products or services are incorrectly priced if they are not high converters.
Outstanding Quotes
See in real time the number of quotes that are reaching their validation period, by using this informationyour sales reps can make calls and chase up these quotes to see if customers would like to go ahead with them. By informing customers that their quote is about to run out can often give them the incentive to place an order – increasing your revenue as they do so.
Regards
Dean
Tags: Maximise S3 CRM