S3 Blog

There 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

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