Things are different if the company does not just send an email or a card on the day of the birthday. The CRM can display the note in Mr. Baumgartner's customer screen five days before or after the birthday. If an employee calls Mr. Baumgartner within these 10 days, but not directly on the birthday, he can casually ask whether a big party is planned or how the celebration went.
Define contact points with customers
All contacts with the customer must be taken into account, regardless of which communication channel they use to reach you: hotline, email, chat, telephone, social media. It is also important to clearly define which information should be collected by the contact persons in the company. Ideally, the CRM software will remind the employee of this during the phone call or during pre- or post-appointment support.
Checklist for lead or costa rica whatsapp data customer profile: Specify wishes and needs
A checklist is helpful in defining customer contact points. This must not be exhaustive. The principle here is: the more comprehensive and complete the profile of a prospective customer or customer is, the more valuable it is for the company. The checklist must also provide recommendations for action based on this information.
Adjust CRM for evaluation
Once you have adapted your CRM in this way, it requires further optimization. With closed-loop marketing , the closed circle of data collection, analysis and processing, and the transfer of the results back to the operational base, you can define target groups more precisely, further optimize marketing measures, and ultimately maximize success. This allows you to develop best practices for collecting and using emotional data.
The use of CRM software has now risen to over 70% in medium-sized companies. This means that the companies' knowledge of leads and customers no longer differs so significantly. It is certainly very useful to have a tidy CRM dashboard with defined KPIs in order to efficiently complete the management of leads. Nevertheless, it can be assumed that a lead is in contact with more than one provider in the pre-sales phase. Your competitors probably have the same or similar data about the lead. It is time for your information in the CRM to be different from that of your competitors and for you to have a sales strategy to generate sales from this "soft data".