A CRM (or customer relations management) system analyses the interaction that each customer has with your plumbing or home services business. This is important information to know so that everyone is on the same page, even with staff turnover. Some of the benefits are real-time reporting, the ability to set up processes that trigger events to facilitate contact, monitoring of the sales team, nurturing the customer relationship, monitoring the success of a marketing campaign and making sure that all of your employees have access to the same information to help your business best serve the customer. Having all of this information at your fingertips will give your business an edge to best achieve success.
- A CRM aggregates data from all departments to give an overall picture
- Each staff member will have all the information available for each customer
- A CRM streamlines your communication, calendar and reducing time spent doing data entry
“By utilizing a central system between customer touchpoint with sales, support, and marketing, the aggregated data becomes more useful to the organization and the database accessible to other platforms.”