Customer Relationship Management

Establishing and maintaining good relationships with your customers is imperative, and particularly when a team of people is working to together on that relationship, you need to ensure that everyone is up to date on where things stand.  A customer does not want to explain everything to one person and then have to explain it again to someone else.  Exchanges with customers should be seamless and focused on moving things forward.

We can design a Customer Relationship Management (CRM) system just for your business, so that you can keep better track of what is happening, with whom, and when.  We use SugarCRM, an open-source CRM that can be made available to your team on the internet or your own intranet.  Each interaction with a customer can be captured quickly and easily, so that the next interaction starts off right.

Workflow can also be built into your CRM, so that not only are your relationships with customers better understood, but the sales process or the work you’re doing for them can be better structured and tracked from start to finish.

You can improve how your business reacts to customers and even become proactive – with a bespoke SugarCRM system you can diarize when exactly to contact each customer so that you never miss an opportunity.

You’ll also have better visibility into how your customer service team is doing with easy to run reports (Crystal Reports, Zucker Reports, Jasper Reports) that make the data clear and concise.  Customer service managers can more accurately assess how individuals or the team as a whole is doing, and strategically make improvements.