Make sure your CRM is collaborative. You want your departments to have up to date information when speaking with a customer.

First, what does it mean for a CRM to be collaborative? It means that you can have multiple people involved in the process of creating, managing, and viewing your customer data. You could even have different departments within your company use different tools or systems to manage their own information, all drawing from the same database. That way, everyone can easily access the information they need to do their jobs without having to re-enter data or go through a tedious process.

Here are 5 ways that using a collaborative CRM can help your business:

  1. Better Customer Service
    Yes, better customer service. The ability to sync up customer information means that you can recognize and target common interests between customers. This naturally leads to a more personal and connected level of customer service that can’t be matched otherwise.
  2. Better Internal Communication
    Using a simple search tool, you can easily look up information about a specific customer or a group of customers. This information can include basic contact details, such as name, address, and phone number, as well as more in-depth information about the customer, such as their annual spending habits, previous purchase history, and even social media links.
  3. Better Strategic Data
    Once you start collecting information about your customers, you can use this data to make business decisions. For example, you might find that a majority of your expensive suits are coming from one customer. You could then use this information to offer special discounts or coupons to this one customer in the future.
  4. Better Quality Data
    There’s nothing worse than having inaccurate, out-of-date, or incomplete information about your customers. Using a CRM, you can automatically sync up customer information to make sure it’s all up to date, accurate, and complete. You can also use built-in tools to quickly and easily verify data with your customers.
  5. Easier To Manage Customers
    Managing more than a few customers can be quite the hassle. Using a simple database, you would have to enter information about each customer individually. Using a CRM, this process is simplified by the fact that you can easily pull up all of a customer’s information in a specific contact’s profile. From there, you can easily make changes to the information you’ve already entered about them, such as updating their address or shopping history.
    So, are you ready to get started? If you’re ready to take the next step in your business, contact us today! We’d be more than happy to set up a meeting with you and walk you through the process step-by-step. For more information or to schedule an appointment, contact us by filling out the form on this page.