Retaining Clients in your business with CRM

Retaining Clients In Your Business With CRM

Businesses in Australia, UK, U.S.A, Singapore, Hong Kong, and across Europe use modernized methods to improve their client retention rate. Their sales force is equipped with automation and tools that help enhance their customer facing activities and interactions. Even if Indian businesses in a majority resort to usage of CRM solutions there could be a possible influx in return customers by 2017 – 2020. They could use powerful features to improve the way Clients are looped in to generate more revenue.

100 Plus Features Of CRM

100 Plus Features Of CRM

 

Clients Module

This module lets you:

– Maintain a database of all Clients & their contacts.
– You can add contact details of Clients.
– Assign, categorize, and communicate seamlessly with your Clients.
– Store basic details of products & services your Clients have taken from you.
– Save important dates regarding products and services 
purchased.

 

21 Things You Can Do In Clients Module:

1. You can add contact details of Clients & attach documents if needed.

2. You can categorize, assign & share Clients with other users in the CRM.

3. You can pull data of the converted leads.

4. You can view contact details of all Clients.

5. You can do the following by using the action button of the List Clients module:

  • Edit the Client Status
  • Edit the Client Category
  • View Communication History
  • Create Quotation
  • Add Product / Service
  • Add Payment Reminder
  • Schedule Meetings
  • Schedule Calls
  • Schedule Emails
  • Schedule SMS
  • Modify Details of a Client
  • Add Contacts to a Client
  • Add Remarks for a Client
  • Attach Documents
  • Deactivate / Reactivate a Client
  • Delete a Client

6. You can import your existing client contact data in the CRM.

 

Conclusion:

You can know more about CRM for business here.

Looking for more blog posts to read? See our CRM category.

 

Also find these modules – CRM

– Sales Target Module

– Leads Module

– Contacts Module

– Follow – Up Module (Calls, Emails, SMS & Meetings Module)

– Users Module

 

Resources & Sign Up:

Booklet on 4 Ways CRM helps Scale your Business

Booklet on 4 Ways CRM helps Scale your Business

CRM Checklists

CRM Checklists

CRM Top 10 Features

CRM Top 10 Features

Factsheet on CRM

Factsheet on CRM

Booklet on why CRM Selection and Execution Fails

Booklet on why CRM Selection and Execution Fails

How CRM can Increase Profits and Productivity

How CRM can Increase Profits and Productivity

Infographic on Features & Functionalities of CRM

Infographic on Features & Functionalities of CRM

5 Key CRM Reports for Your Business

5 Key CRM Reports for Your Business

Booklet on 360 Degree Evaluation on the Benefits of CRM

Booklet on 360 Degree Evaluation on the Benefits of CRM

Booklet on CRM for Lead Management

Booklet on CRM for Lead Management

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