For any business the key-person is the client. Therefore client relations are the single most important factor to consider when formulating a campaign to fast track sales.
That being said, managing customers effectively is not an easy task, especially when more than one department or person is involved in the process. Clients’ communications such as calls & emails must be coordinated & treated collectively in a consistent manner (particularly where they’re being managed by a number of persons), clients’ special needs or directions must often be accommodated & obviously no orders should ever get lost in the system.
The system is the cog that drives the customer relations wagon. If a sub-par managerial process is instituted, the results will be dismal. Understanding the challenges, EsyCRM has developed a platform to handle all aspects of customer relations, & launched their software with a free-forever tier aimed at small businesses.
EsyCRM features a set of tools that businesses will find useful:
- Contact Management – Manage customers, prospects & suppliers, view interactions & set tasks to follow up on.
- Sales Management – Track sales through the process & prioritise sales leads.
- Tasks, Events & Calendar Tools – Manage relationships & organise workloads.
- Analytics – Detailed management information reports with simple “drag & drop”.
- Instant one click Google Calendar & Gmail integration.
The CRM allows users to keep all salient transactions in one place, which enables the construction of a complete client history on a manageable timeline. All data can be accessed via an inbuilt search facility, & calls, meetings & tasks are easily tracked & can be assigned from within the system.
Another feature, which is intuitive is that EsyCRM allows users to view all interrelated associations between separate accounts, so if a manager & a business owner are both communicating with your team, their joint directives will not be lost. All aspects of the app allow personalization & custom tagging from the dashboard & the system is GDPR (General Data Protection Regulation) compliant.
EsyCRM, is a CRM that promises to cover all things client related, by automating the process using state-of-the-art AI driven software, which hits all the bases required.
Image credit: EsyCRM
