Your business is growing every day, and the increase in customers makes it difficult for you to communicate with them while keeping track of details. This may greatly affect your progress because if you start forgetting your customers, they will think you are ignoring them. What you need in this situation is Customer Relationship Management (CRM).

It provides a proper channel that is capable of direct communication and keeps a tab of the customers. Some CRM allows customers to rate the customer service responses by which you can see how well you are handling and gaining their trust.

For success, interacting with the customers to create good relations needs to be top-notch. Customers look for businesses that give them priority. This is one of the most practiced strategies by emerging businesses to catch the market.

WP ERP is an excellent enterprise-level productivity and management solution that solves many problems that arise in growing companies. It comes with a module for Customer Relationship Management (CRM), which is surprisingly fast and free.

Know your customers

Interacting with someone without knowing them is hard. When you connect with customers, you don’t sell the product actually. You sell your manner, and then the customer makes the purchase.

So, knowing as much as possible about your customer puts you in control. With our CRM, you can store a wide range of relevant information about your customers using profiles. Now, you are properly equipped to prepare strategies and increase customer satisfaction.

Sometimes even the smallest detail can create an opportunity. For example, you sent an email to wish birthday. They smile, maybe strike a conversation and who knows, maybe from that you can make a sale!

Communicate regularly using easy contact features

You should try to contact your customers more or less regularly. Regularly means when appropriate. This has a variable sense attached to it. But the general rule is you must not contact them every day or without a valid reason.

This not only may start to irritate them, but they might even start to hate you. The line is really thin here, and you will need some people skills to keep that balance.

Our CRM makes it easy to communicate with your customers using an integrated mailing system, reminders, and schedules. You can easily send emails to individual customers, customer groups, and companies.

Besides that, you can log meetings, email, SMS and call for better interaction. It also allows you to schedule meetings, calls, emails, and SMS.

Additionally, assigning your team members to specific contacts helps your team to handle things with the right people.

Don’t forget to take notes

Notes may sound oldish, but it is the thing that will save you more time than you expect. Not all vibes can be categorized and logged into a system. So, notes are not obsolete yet, and you will be glad to know we have it. For example, you may note different facts such as preferences and priorities.

Use advanced filtering and live search

Sometimes, you need to find specific customers to send special offers. In such cases, quick searching and filtering make a big difference.

The live search feature and advanced filtering of CRM help you to identify special customers easily. This saves you valuable time and simplifies your operations.

Using the live search features, you can create search segments that can help you identify potential customers. You can save the search segment and use it later to create a better strategy.

Segment customers using groups and life states

Our CRM module offers you the ability to segment your customers using four different groups. You can also respond to your customers according to the status created by life states. You will be able to prioritize your interaction services for more efficiency.

The Email Campaign add-on of WP ERP can help you create personalized emails and send them to different customer groups. It can become very handy when you need to offer something to a specific customer group.

WP ERP is an outstanding tool for managing customer relationships properly. You may try these awesome and handy tips to create strong customer trust and brand value. So, give it a try and boost the relationship with your customer.