We have now come to the final article in a series of 3 pieces that I have written exploring how Maximizer CRM is used as a sales tool. In the previous articles, I detailed how the system will aid a business in client acquisition and development and the last aspect that needs detailing is client retention.
Once all the hard work has been done to acquire leads and develop prospective clients through your sales process, a business then needs to ensure that they retain that client. Client retention is a process that if well managed ensures the longevity of a business.
Notes and Documents
The different teams in a business will undoubtedly have multiple interactions with prospective and current clients. Whether it is a call note or a meeting report, notes are automatically date, time and creator stamped. Notes can be attached at a company or at a contact level so that anyone with access to Maximizer has a detailed trail of all engagements that have taken place with that client.
Multiple documents will be generated as part of any business process, whether these documents are a quotation, purchase order, contract, NDA, review etc. documents can be uploaded and attached to companies or contacts. This means that not only is Maximizer CRM an extremely effective sales tool, it also safeguards the business as all important documents are stored in one place and stored against the record that they were created for. A business will also have standard documents like letterheads, pricelists, policies, internal procedures etc. Maximizer CRM has a built-in library where any user no matter where they are will have access to the company document library and therefore access to the tools that they need to carry out their functions.
Customer Service Cases
Whether you are a business that sells products or provides services there will always be an element of support and service requests from your clients. Maximizer CRM contains a customer service management tool that allows the support teams to accurately process and track cases through to completion. Coupled with Maximisers’ ability to store notes and documents, support staff can recall critical information whether they are on the phone or in the field. The effective and rapid processing of service cases will ultimately leave your clients with a very good reason to deal with your business again and is a crucial element to the process of client retention.
Mass Email
The first article in this series detailed that Maximizer CRM contains an Email Campaign Manager that allows you to send mass emails to potential clients, in an attempt to convert them to leads. Using the same technology, a business using Maximizer CRM can send the same volume of emails to their existing clients. Whether the communications be announcements, new product/service offerings or just general news, your clients will be adequately informed, giving you the business a better opportunity to retain your customer base.
In Closing
CRM is everything that a business does to acquire, develop and retain relationships with potential and current customers. Maximizer CRM is a platform that empowers you to drive your business processes effectively and functions extremely well as a sales tool. I use Maximizer every day, it is my CRM of choice, my right hand, my business companion.
