At the end of the day business is about the customer – whether finding new customers or maintaining relationships and a good CRM system will make that process much smoother.

Knowing who to contact, when and how simplifies the process and stops customers getting missed, but this relies on having good customer relationship management in place.

Sales leads and customer contact information are the most valuable information a company usually has and protecting and organising that effectively is essential to success.

Using a centralised software system or database to store all the relevant information about a customer using a CRM system allows for fast access to details when they are needed across the company.

CRM for smaller companies and small traders

But it is not just larger companies that benefit from customer relationship management support; small companies and sole traders are just as reliant on their customers’ information to continue to thrive and grow.

It could be that you installed a piece of machinery for a client that is now due for a service, or provided training for a group that would now benefit from an update. Contacting those previous clients in only easy if you have the details to hand – and a reminder of their purchase history.

The same goes for finding new business. If a potential customer shows interest in your product or service, arrange a time to call them back. Or it could be that you have been passed the details of an interested party and need to remember to call them.

If there is no record of these contact details these opportunities can easily be missed.

Finding the time to manage customer and sales information can be challenging with all the other responsibilities of running a business – this is a where a virtual PA can help.

Use a virtual PA for customer relationship management support

A virtual PA can offer comprehensive customer relationship management support to:

·         Log sales leads

·         Record times and dates of arranged meetings and calls

·         Record purchase history

·         Store contact information

·         Flag up follow up contact dates

Having the right customer relationship management support in place will not only give you access to customer information as and when it is needed but will ensure excellent customer service.

And it is excellent customer service that drives the customer loyalty that sees clients return to a business or sole trader time and time again.

New Dawn PA provides the customer relationship management support that allows you to focus on the getting the job done, without missing out on future sales.

For more information on customer relationship management support get in touch with New Dawn PA.