How to Maximise you use of S3 CRM - Part 2
Tuesday, December 30th, 2008There are always more things to do than time, so you need to prioritise your workload to ensure you are focusing on the correct things. Some things to think of are:-
Customer Knowledge & Understanding
Update any missing data on customer records to fill in the gaps and provide them with a better service when you contact them. Often vital information is not recorded by businesses and this can be their downfall. For instance what happens if customer X is not contactable on certain days of the week and they have informed you of this, yet these are the days when one of your sales reps is trying to contact them? The answer is the customer gets frustrated at the number of missed calls they have regularly had from your reps even though they know they have informed you of their unavailability. This in turn makes the customer believe that you and your business do not listen to their needs and this will lead to lost custom. It is always vitally important to record such details even if they seem irrelevant at the time as it will lead to increase customer loyalty. S3 CRM also gives you the opportunity to add pictures of customers and employees to their records so that you will never forget a face again.
Workload & Office Productivity
See at a glance who is the user with the most outstanding tasks, if you spot someone who appears to be overloaded with work and has several deadlines approaching you can divert extra users to help out. This will prevent any missed deadlines and customer dissatisfaction, something that should be avoided at all times.
Employee Overview
With the fully integrated, business wide calendar you can easily see who has booked holidays and when, meaning that you can schedule meetings and launches when you have the maximum number of employees in work.
Regards
Dean
