ZOOM Meeting Integration with Sage CRM

Reading Time: 2 minutes

Now interact with your team using Sage CRM through the new ZOOM meeting integration feature.

COVID-19 crisis caught every industry by surprise and brought the momentum of daily life worldwide to a standstill. Millions of businesses faced a nightmare scenario for maintaining their customer relationship management, whereas some companies focused on adapting new ways to manage customer relationships and social distancing norms. In other words, COVID-19 has wholly reshaped customer service and is also forcing companies to rethink their customer relationship strategies

Even before the pandemic, companies practiced remote work and used online meeting sessions to interact with the customers. Online training sessions, connecting to people situated at different locations for a single session, presentations, Videoconferencing, etc., are significant aspects of remote working. And they helped businesses to manage and control critical functions in pandemic times.


Also Read: Sage CRM – WhatsApp Integration

Sage CRM software has always focussed on offering salespeople with the most prominent ability to work with ease when it comes to customer management. Keeping in mind the remote working aspects, Sage CRM now allows users to access or manage their online meetings with the Zoom Meeting Integration, thereby reducing the pain of switching between multiple systems. 

Key Benefits –

  • Grouping the Customers/Attendees data available in CRM – Need to send Zoom meeting invite to the Customers recorded/available in CRM? You can now easily do that by grouping the Customers (Attendees) in Sage CRM with the entity search screen. With the help of the search screen, you can group the customers based on various criteria such as Location, Source, recently added customers, etc.
  • Easy format to schedule the meeting – Scheduling a zoom meeting from CRM can be done in a few clicks. A simple meeting scheduler helps to input the meeting details such as Subject, Date, Time, and the Attendees’ selection, thereby reducing the time consumption.
  • Real-time sync from Sage CRM to Zoom – Real-time synchronization prevents the creation of duplicate records in the system. This reduces double-handling and could prevent overlapping teams from contacting customers excessively.
  • Scheduling / Updating / Deleting Zoom meeting in a single click from Sage CRM.
  • Send Zoom Meeting Info via Email – Users can send the Zoom meeting invites from and within Sage CRM just with the help of one click.
  • Enjoy a seamless meeting experience – Schedule or start instant online meetings with screen sharing from Sage CRM and no more switching back and forth between applications.
  • Launch Zoom Meetings within Sage CRM – Users can conveniently launch Zoom meetings without leaving Sage CRM.
  • Zoom Meeting Reminders on your CRM Calendar – Get the Zoom Meeting records listed out on your CRM calendar, helping you to plan your day accordingly. Sage CRM Reminders for the Zoom Meetings helps you to stay updated.

Conclusion

Thus, Zoom Meeting Integration with Sage CRM helps boost sales productivity by managing, scheduling, and storing information directly in CRM Communications; making it more reliable and easier for the Salespeople.

At Sage Software Solutions (P) Ltd., we are home to world-class ERP software and CRM software that will solidify your business tech support fundamentals and enable you to build a customer-centric organization. To know more about it, SMS SAGE to 56767. You can also write to us at sales@sagesoftware.co.in

Disclaimer: All the information, views, and opinions expressed in this blog are those of the authors and their respective web sources and in no way reflect the principles, views, or objectives of Sage Software Solutions (P) Ltd.

 

Utilizing Your CRM Software the Right Way!

Reading Time: 3 minutes

CRM Software

Every organization opts for implementing a CRM system within their organization with a desire to streamline its business processes, improve the quality of customer service, explore new business opportunities, and to hunt for new customers. However, only a few succeed. Why? Because most do not adopt CRM best practices, hence leading to low return on investment. After all, CRM is just a technology, and the amount of success that can be achieved through it is dependent on how effectively it is been used by the employees of the organization.

If one aspires to use the Sage CRM software effectively, it has been recorded to increase the salesperson’s revenue by 41% on average. A system that can provide you a 360-degree view of the customer relationships can also be a let-down if its potential is not been utilized. A basic strategy before using Sage CRM software should be to achieve the goals of your company. Once you are able to accomplish this, the next step could be to plan on reaching out to the objectives. Here are some of the ideas that can help in utilizing CRM software –

1. Training

The most common mistake identified is inadequate training given to the employees. If your staff or employees are not aware or unable to utilize CRM software effectively, you can’t determine the exact profit that you could actually gain from it. Rather than hoping that your employees will identify the key features of the CRM on their own; make sure you incorporate a thorough training program of CRM in order to help with a proper system review to the employees that will profit them. Focus on all the features in detail, make the training robust, and give your employees ample time to get comfortable with the system.

2. Prioritize your customers

Though it is always said that one should treat their customers equally, one should also focus on prioritizing the customers based on how profitable they are. Analyzing the Customer data, their product interest, and the buying patterns can help to spot potential high-value customers so that you can make the most of your sales opportunities with those customers.


—->>> Download Now: The CRM 2020 Guide (Free E-book)

3. Start tracking your customers before the first contact

Sage CRM Framework makes it possible for businesses to capture data at every stage of the customer journey. Right from the stage of logging the inquiries till the stage of capturing customer feedback; Sage CRM helps to record 360-degree view of customers that will help to track and manage sales and post-sales service given to them.

4. Sync everything to your CRM

The feasibility of integrating Sage CRM with different applications be it an IVR, a marketing tool, or an email exchange server; helps in synchronizing all the data in a single system. Thereby, leaving no chance of missing out any critical data or communication that may prove in loss of the opportunity. Syncing everything together will help guarantee that you’re utilizing your CRM to its full ability.

At Sage Software Solutions (P) Ltd., we are home to world-class ERP software and CRM software that will solidify your business tech support fundamentals and enable you to build a customer-centric organization. To know more about it, SMS SAGE to 56767. You can also write to us at sales@sagesoftware.co.in.


—->>> Download Now: The CRM 2020 Guide (Free E-book)

Disclaimer: All the information, views and opinions expressed in this blog are those of the authors and their respective web sources and in no way reflect the principles, views or objectives of Sage Software Solutions (P) Ltd.

Sage CRM: Best Customer Management Software for Business

Reading Time: 4 minutes

The existing business scenario is full of uncertainties. The COVID-19 pandemic has only exacerbated the situation. It has also bought a massive transformation in customer needs and wants. Companies require a support system for effectively dealing with new-age customers. Sage CRM, a customer management software, will enable you to provide a personalized experience to your customers so that they revisit you and spread good word-of-mouth.

You might have heard or read the following quotes:

  • Customer is the king
  • Customer rules
  • Customer is always right

Such quotes have become massively popular in recent times. It is because companies are more or less providing the same offerings. The only differentiating factor that separates top-performing companies from mediocre ones is customer experience. The better experience you provide, the bigger your customer base will be. 

Today, we live in an information age where you cannot hide anything from the public at large. You should be an active participant in the lives of your customers. If you provide poor service or don’t communicate with them, they can easily switch to your competitors

Thus, companies must implement customer management software as it records each customer’s likes and dislikes and helps provide a personalized experience.

This article will lay down the benefits of Sage CRM and how it can help you to manage your customers with ease.

1. Understand your customers better

Gone are the days when customers visited the company store, purchased their desired product, and returned home. Today, customers seek information before making the purchase. They visit product blogs, read customer reviews, and discuss with their peers. Then, they either visit the physical store or purchase the product from online portals. 

Purchases from online portals have been increasing drastically. It provides enormous benefits to companies as it allows them to collect customer-centric data

This data includes attributes such as:

  • Preferences
  • Past purchasing behavior
  • Budget
  • Wishlists
  • Average and Median expenditure
  • Recommended products

Through this data, companies can fill their warehouses with products that have considerable demand and send personalized recommendations to customers from time-to-time.

 


Don’t Miss: The Cyclonic Customer Buying Journey

2. Gain actionable insights 

Sage CRM gathers tons of data and extracts business-critical information from it. It also creates easy-to-understand reports rich with statistics, facts, and figures that enable managers to gain a 360-degree view of the market. 

Sage CRM, customer management software, provides comprehensive insights that allow stakeholders to understand the current business scenario and take action. It helps the company’s management to forecast market needs and brainstorm complementary strategies

Remember that the marriage of actionable data and human ingenuity creates market leaders. Sage CRM will provide you with rich and contemporary data to have a solid framework to base your decisions.

3. Improve team performance 

Sales teams are the front line soldiers of your company. But have you made enough arrangements for them to function at their optimum level? 

Sage CRM, a customer management software, provides the following advanced features that allow your sales team to realize their full potential: 

It enables your sales team to edit/update customer information from any place and at any time. Your salesperson doesn’t have to jot down the changes in a diary and carry it back to the office. Sage CRM also allows uploading critical documents from the customer’s place.

2. Sales managers can download quarterly/half-yearly/annual reports depicting the performance of each salesperson. The reports consist of the following:

  • Number of calls made
  • Number of customer visits
  • Prospect to customer ratio
  • Number of emails sent
  • And much more.

With these details in hand, managers can get a holistic view of their teams. It helps them identify weak performers and provide them corrective feedback.

3. Sage CRM provides chatbots facility. The following are the ways how chatbots can help you in doing business:

  • They collect trivial customer information — such as name, email ID, address. 
  • They send alerts, notifications, and marketing material to customers regularly.
  • They maintain a repository of FAQs that help customers resolve their queries instantly.
  • They route difficult questions to the support team and update their repository regularly.

Don’t Miss: 3 Ways to Boost Your Sales Team’s Productivity Using CRM Analytics

4. Collaborate effectively

The majority of organizations aren’t able to realize their full potential because of information silos. These are glass walls that restrict information from traveling from one department to another. It hampers the functioning of the company as a whole.

Sage CRM, a customer management software, provides a single dashboard that collects and stores business-critical information and allows access to all authorized business stakeholders — frontline executives, C-suite executives, vendors, suppliers, distributors, customers, etc. When everyone stakeholder is on the same page, the company works as a cohesive unit

Further, it avoids duplications of work and makes everyone more efficient and productive.

Are you searching for marketing automation software such as ERP and CRM systems to plan your resources efficiently and better deal with your customers? We can help you. At Sage Software Solutions (P) Ltd., we are home to world-class ERP software and CRM software that will solidify your business tech support fundamentals and enable you to build a customer-centric organization. To know more about it, SMS SAGE to 56767. You can also write to us at sales@sagesoftware.co.in

 

Disclaimer: All the information, views and opinions expressed in this blog are those of the authors and their respective web sources and in no way reflect the principles, views or objectives of Sage Software Solutions (P) Ltd.

Social CRM – How it Helps Drive Customer Engagement?

Reading Time: 2 minutes

You must have already heard about CRM (Customer Relationship Management) software and its benefits a million times. Businesses use CRM software to gain an advantage for marketing, sales and customer support. Adding to the existing perks of CRM, Social CRM has been designed to help companies connect with their target audience through social media.

What is Social CRM? In an untutored way, Social CRM is just an integration of traditional CRM with Social media platforms. Along with social media platforms like Facebook, Twitter, etc. CRM allows you to communicate with your potential customers as well as current clients easily.

A traditional CRM software helps in better customer data management, improves sales performance, keeps a track of communications and analyzes customer cycle. Whereas, a social CRM has got some distinct qualities in nurturing customers.


Read also – 3 trends: Customer Engagement, Social Media and Mobile CRM


Given below are some best ways a Social CRM helps drive customer engagement:

Meet relevant customers

The question is how to reach a more relevant audience? This must be your sales’ and marketing team’s problem for all the time. But, you must be knowing there’s something called ‘hashtags’ on social media platform. How can they help? Putting related hashtags on your social media posts helps you reach a lot of relevant/ related audience (or maybe potential customers). And therefore, you get a healthy customer engagement to your brand through social media.

No more passive audience

Social CRM does not only benefits your sales department, but marketing team as well. Without social media integration, your clients may seem like passive audience. Your marketing team must be creating some outstanding content and creativeness, but remains hidden. Bring them on social platforms and give a chance to your audience actively participate in your Instagram stories and posts.

Social data analytics

This is where the integration (CRM and Social Media) reveals its real power. Social media data like engagements, impressions, follows, website clicks, etc. when analyzed using a CRM software, brings the much needed insights into customer data and behavior. With its customer-centric behavior, Social CRM gives an upper edge to the customer experience leveraging social media capabilities, segmentation of CRM, and much more.

Maintain a responsible demeanor

“Never delete complaining comments on your social media pages!”. It may look like degrading your comments’ column but, if noticed, may drown your brand image. Instead of deleting such comments, try to solve them out, and create a responsible image of your brand and team behind. And this is what you need to convey to your audience and potential customers!

Conclusion

Be it data management or branding, there are a gamut of businesses who find Social CRM an exact need for them. Also, making a social media presence is always a win-win situation for any business. If it is a startup or something, then you must create social accounts and enjoy the real advantage of Social CRM.

To learn more about how Sage CRM software can help your business do well in customer service, SMS SAGE to 56767. You can also write to Sage Software Solutions at sales@sagesoftware.co.in

Business Strategy Cheat sheet After COVID-19 Crisis

Reading Time: 2 minutes

The COVID-19 pandemic has devastated businesses around the world. Companies are handing pink slips to a huge chunk of their workforce, slashing salaries, and have virtually stopped recruiting new people. Small businesses have been on the receiving end as they cannot withstand losses over a long period. This article talks about the benefits of CRM and throws light on why small businesses should plan to invest in CRM software after the COVID-19 crisis ends.

 

Benefits of CRM Software

 

Helps you find the right customer

Finding the right leads is a challenging task. It requires time and resources. Therefore, your sales team must know which prospects have the highest possibility of converting into loyal clients. A CRM software integrates marketing tools – social media, email, and automation – to select the best prospects from a pool of leads.

 

Helps build long-lasting relationships

To build strong and long-lasting relationships with your clients, you need to know them inside out. CRM for small businesses helps you keep track of your client’s preferences, their purchase behavior, and the products they like so that you can suggest solutions and share information that is relevant to their business. Also, it keeps track of the goals and objectives of your clients after every exchange so that the next time you are in touch with them, you can pick up from exactly where you left.

 


Also Read: How CRM Helps Improve Customer Relationships While Working Remotely?


 

Helps increase profits

You would be surprised to know that customer acquisition is about 5 times more expensive than customer retention. One of the most important benefits of CRM software is that it provides up-sell and cross-sell opportunities that increase repeatable sales to a company’s existing customer portfolio.

 

Helps increase employee productivity

A CRM software frees employee time by taking care of manual operations such as data entry and finding customer contact information. This allows sales representatives to focus on more important work such as building good relations with existing clients and finding new ones.

 

The COVID-19 pandemic will change the way businesses conduct operations. Are you ready to face the challenges? At Sage, we are home to world-class CRM software that will solidify your business tech support fundamentals and help you build an employee and customer-centric organization. To know more about it, SMS SAGE to 56767. You can also write to us at sales@sagesoftware.co.in.

 

Disclaimer: All the information, views and opinions expressed in this blog are those of the authors and their respective web sources and in no way reflect the principles, views or objectives of Sage Software Solutions (P) Ltd.

5 Ways Retailers Can Reach Consumers Who Aren’t Spending During COVID-19

Reading Time: 2 minutes

The COVID-19 pandemic has brought the world to a standstill. Since more than half of the world is in lock down mode, consumers are staying within their homes. They are spending money on buying essential items, which is why the retail industry is going through a crisis. The following article talks about 5 ways retailers can reach consumers who aren’t spending during the COVID-19 crisis and can minimize their losses.

1. Communicate effectively

You must communicate the steps you have taken to curb the spread of the virus. You can send emails periodically that state the safety protocols and sanitation procedures that you have adopted to keep your store/outlet clean and free of germs.

2. Increase customer knowledge

The retail industry is heavily dependent upon customer knowledge – what they like, what they dislike, what they aspire to own, how much are they willing to spend, customer buying patterns, etc. The COVID-19 pandemic has given birth to new needs, and retail companies need to know them.

3. Use digital methods to engage

Since the implementation of the lock down, people aren’t allowed to venture in the streets. This has caused a huge loss to the retail industry that is over-dependent on brick and mortar stores. It’s time to make a shift towards adopting digital methods of selling. Three things that you should start with are:

  • Set online payment methods 
  • Create a mailing list to update your customers about new products daily 
  • Conduct team and client meetings through video conferencing tools. 

A retail CRM will come to your help.

4. Provide a better customer experience

Find ways how you can provide a better experience to your customers. A retail CRM can help you in the following ways:

  • Enable chat bots that can provide access to important information to customers and record their pain points.
  • Create an FAQ section where customers can get answers to perennial problems.
  • Enable digital methods to buy and cancel products.
  • Automatically return cancellation fees to the account linked with the customer’s profile.

Also Read: Top 3 Secrets of Delivering Exceptional Customer Experience Remotely


5. Cement long-lasting relationships with customers

The retail industry is suffering at the customer relationship front. But enterprising businesses will find opportunities even in a barn of hay. Find new offerings that encourage customer stickiness. For example, Netflix and Facebook have come up with watch parties where friends can watch a movie together from the comfort of their home. You can also give gift cards that can be redeemed online.

The COVID-19 crisis has dismantled the way the retail industry works. But this is the right time for learning new skills, upgrading yourself, and planning for the post-COVID-19 world. This is where we can help. At Sage Software, we are home to world-class Retail CRM software that helps you streamline customer data, manage and schedule orders on-the-go, and has a convenient billing management system. To know more about it, SMS SAGE to 56767. You can also write to us at sales@sagesoftware.co.in.

 

Disclaimer: All the information, views and opinions expressed in this blog are those of the authors and their respective web sources and in no way reflect the principles, views or objectives of Sage Software Solutions (P) Ltd.

5 Ways to Update Your Customer Service Instantly

Reading Time: 3 minutes

There is barely anything more important for a company than a full-fledged and thoroughly updated customer service. And this becomes imperative in the time of crisis. The COVID-19 pandemic has hit hard and is expanding its roots worldwide. During such abnormal times, companies should understand the gravity of the situation and expect unusual customer behavior. This article provides customer service tips to improve your customer service instantly during times of crisis and provide your customers with the experience they deserve.

1. Have a stand up meeting daily

A 10 minutes stand up meeting at the start of the day helps bring everyone on the same page. It leads to the cross-pollination of ideas and lets different departments update each other on the most prominent problems that require an instant solution. For example, the customer-facing agent can update all departments on the common issues being faced by a large chunk of customers. This helps every department concentrate their time and resources in the right direction and make worthwhile contributions.

2. Update chatbots

One of the most useful customer service tips that can help you uplift your customer service experience is Chatbots. Chatbots come handy when you want customers to get solutions instantly. This is because, during times of crisis, customers show irregular behavior. They seek solutions instantly and are therefore wary of spending more time discussing with human agents. Chatbots provide them ready-made answers which are easy to digest and also frees time for customer care agents to focus on other important issues.


Also read: Top 3 Secrets of Delivering Exceptional Customer Experience Remotely


3. Constantly update your FAQ section

One of the best ways to improve your customer service instantly is to develop and constantly update your FAQ section. The FAQ page consists of a set of questions that your customers are most interested in. This requires tracking what your customers are discussing on social media platforms, online forums, and offline symposiums, and developing Q&A that not only engages your audience but also provides them relevant solutions. Also, it should serve as a common portal where your customers can raise collective doubts and help each other. Another customer service tip is to link your FAQ section with your chatbot. This will enable your chatbot to direct your audience towards the relevant FAQ page, which will provide your customers the required answer quickly and easily.

4. Constantly update your help center

Another important customer service tip to provide instant service to customers is by creating a help-center. Use your FAQ section and customer portals to monitor the current hot and trending questions and prepare content around them. This includes topics such as ‘How to get a refund’, ‘How to change account information’, and ‘How to deal with errors’, etc. For best results, you can update your homepage with a help center so that your customers can seek solutions to important problems as soon as they land on it.

5. Create a channel-menu

Today, there are myriad channels of communication and you never know from where your next customer is going to come. Creating a channel-menu goes miles ahead to improve your customer service by integrating different channels with your website or help-center. It contains a simple drop-down list that enables your customers to select their preferred channel (Facebook, WhatsApp, Email), etc. from one easy-to-find location. It also saves them from the burden of searching for a ‘Contact-Us’ page.

Improving your customer service at a moment’s notice is a major challenge for organizations during trying times. The current COVID-19 pandemic is a perfect example and is a testing time for organizations to prove their mettle. The above-discussed customer service tips will help you immensely to improve your customer service and develop an organization that is sensitive to its customers’ needs. At Sage, we are home to world-class CRM software that will help you create a customer-centric organization. To know more about it, SMS SAGE to 56767. You can also write to us at sales@sagesoftware.co.in.

 

Disclaimer: All the information, views and opinions expressed in this blog are those of the authors and their respective web sources and in no way reflect the principles, views or objectives of Sage Software Solutions (P) Ltd.

5 Ways to Update Your Customer Service Instantly

Reading Time: 3 minutes

There is barely anything more important for a company than a full-fledged and thoroughly updated customer service. And this becomes imperative in the time of crisis. The COVID-19 pandemic has hit hard and is expanding its roots worldwide. During such abnormal times, companies should understand the gravity of the situation and expect unusual customer behavior. This article provides customer service tips to improve your customer service instantly during times of crisis and provide your customers with the experience they deserve.

1. Have a stand up meeting daily

A 10 minutes stand up meeting at the start of the day helps bring everyone on the same page. It leads to the cross-pollination of ideas and lets different departments update each other on the most prominent problems that require an instant solution. For example, the customer-facing agent can update all departments on the common issues being faced by a large chunk of customers. This helps every department concentrate their time and resources in the right direction and make worthwhile contributions.

2. Update chatbots

One of the most useful customer service tips that can help you uplift your customer service experience is chatbots. Chatbots come handy when you want customers to get solutions instantly. This is because, during times of crisis, customers show irregular behavior. They seek solutions instantly and are therefore wary of spending more time discussing with human agents. Chatbots provide them ready-made answers which are easy to digest and also frees time for customer care agents to focus on other important issues.


Also read: Top 3 Secrets of Delivering Exceptional Customer Experience Remotely


3. Constantly update your FAQ section

One of the best ways to improve your customer service instantly is to develop and constantly update your FAQ section. The FAQ page consists of a set of questions that your customers are most interested in. This requires tracking what your customers are discussing on social media platforms, online forums, and offline symposiums, and developing Q&A that not only engages your audience but also provides them relevant solutions. Also, it should serve as a common portal where your customers can raise collective doubts and help each other. Another customer service tip is to link your FAQ section with your chatbot. This will enable your chatbot to direct your audience towards the relevant FAQ page, which will provide your customers the required answer quickly and easily.

4. Constantly update your help center

Another important customer service tip to provide instant service to customers is by creating a help-center. Use your FAQ section and customer portals to monitor the current hot and trending questions and prepare content around them. This includes topics such as ‘How to get a refund’, ‘How to change account information’, and ‘How to deal with errors’, etc. For best results, you can update your homepage with a help center so that your customers can seek solutions to important problems as soon as they land on it.

5. Create a channel-menu

Today, there are myriad channels of communication and you never know from where your next customer is going to come. Creating a channel-menu goes miles ahead to improve your customer service by integrating different channels with your website or help-center. It contains a simple drop-down list that enables your customers to select their preferred channel (Facebook, WhatsApp, Email), etc. from one easy-to-find location. It also saves them from the burden of searching for a ‘Contact-Us’ page.

Improving your customer service at a moment’s notice is a major challenge for organizations during trying times. The current COVID-19 pandemic is a perfect example and is a testing time for organizations to prove their mettle. The above-discussed customer service tips will help you immensely to improve your customer service and develop an organization that is sensitive to its customers’ needs. At Sage, we are home to world-class CRM software that will help you create a customer-focused organization. To know more about it, SMS SAGE to 56767. You can also write to us at sales@sagesoftware.co.in.

 

Disclaimer: All the information, views and opinions expressed in this blog are those of the authors and their respective web sources and in no way reflect the principles, views or objectives of Sage Software Solutions (P) Ltd. 

5 ways of building a Customer Success Organization

Reading Time: 2 minutes

Today, companies have understood that customer experience is as important, if not more, as their products and services. This is because the cost of finding a new customer far exceeds the cost of retaining an existing customer. You would be surprised to know that 96% of customers believe that customer service plays a vital role in deciding their loyalty to a company.

Do you want to deliver a great customer experience but don’t know where to begin with? Read this article to know how you can build a world-class customer success organization.

Steps for building a Customer Success Organization:

1. Build a customer-centric mindset

At the foundation of a customer success organization is a customer-centric mindset. Everything else follows it. It guides you on what technology to build, the right people to invest in, and apt business principles to follow to build a customer-first company.

2. Design success parameters

Designing the right set of success parameters is a must for building a world-class customer success organization. These metrics help you monitor the effectiveness of your programs and your success teams and decide whether they are outperforming or under performing. Following are some of the success parameters:

  • Customer adoption
  • Customer retention
  • Customer profile segmentation
  • Customer lifetime value
  • Right selling strategies
  • Customer churn rate

3. Deep understanding of the customer needs

Building a customer success organization calls for a deep understanding of your customer preferences. Though every customer is different, there are many similarities between them. You should list down these similarities and design your products according to them. Following are some parameters that you can use:

  • Geography
  • Demography
  • Behavior
  • Age
  • Education
  • Income
  • Occupation

Also Read: 5 Ways to Update Your Customer Service Instantly


4. Invest in the latest technology

We live in a world where everything is dictated by technology. The same applies to build a customer success organization. For providing unparalleled support to your customer base you should follow and invest in the latest technology trends. You can find some of them below:

  • In-app support
  • Social media support
  • Automatic emails
  • Speech recognition
  • Chatbots
  • Interactive voice response

5. Make internal teams better aligned with the company’s vision

For building a customer success organization you must define the scope, responsibilities, and authorities of your success managers. This will help them to stick to the plan and measure their output using laid instructions. Using technology such as automation of trivial tasks is a good way to start with.

Companies must never forget that the customer is the king. And the larger the base of loyal customers, the better will be their revenue-making potential. At Sage, we are home to world-class CRM software that will help you transform into a customer-centric organization. To know more about it, SMS SAGE to 56767. You can also write to us at sales@sagesoftware.co.in.

 

Disclaimer: All the information, views and opinions expressed in this blog are those of the authors and their respective web sources and in no way reflect the principles, views or objectives of Sage Software Solutions (P) Ltd.

Engage Your Premium Customers Remotely

Reading Time: 3 minutes

If you still believe in the philosophy of one size fits all, you are probably an old school. It doesn’t work like that anymore. It’s imperative to understand that every person has different likes, dislikes, and wants. The same principle holds true in the business world. Every customer is different from the other and so are their requirements. This is why Customer segmentation, both as a concept and practice, is on the rise. It helps businesses create subgroups, each of which contains customers with similar attributes. This helps craft effective marketing strategies for a particular customer segment and reach out to them in a better way.

And how is this done?

It is done with the help of CRM software. An effective CRM software will help you collect data in a fast and efficient manner from varied sources such as websites, retail purchases, email, and social media to name a few. Once the data is collected, it converts it into an easy-to-understand format so that it is easily accessible to your team. Also, it prepares duplicate copies in multiple formats that can be worked upon in other software as well. A plus point of a CRM software is that it automatically puts new customers in existing or new segments as and when your customer database increases. This allows niche marketing that helps you sell products and services to a specialized segment of the market. In short, CRM software makes you an all-rounder by allowing you to target different market segments efficiently and creatively.

Here’s how a business can benefit from customer segmentation

Customer segmentation provides businesses with a wide array of benefits such as:

1. Increase in ROI

It’s of utmost importance for businesses to compare the amount spent on marketing initiatives versus their output. If the number of sales and the number of actionable leads generated are less than expected, it will have a huge impact on your ROI. Studies show that 77% of ROI comes from segmented and targeted campaigns. CRM software helps you point out the most profitable market segments so that you can dedicate more resources to it and increase your ROI.

2. Increase user engagement in marketing campaigns

There are multiple platforms where you can interact with your customers be it over an email, website form, social media post, Chabot interaction, or over a call. Businesses need to understand that customers prefer one communication channel over another. Some like reading short and crisp social media messages while others prefer to go through formal emails. This is where CRM software can help you. It segments customers based on their level of engagement providing a clear picture of which communication channels are preferred by which customer segments. This helps in crafting better communication strategies, increase customer outreach, and decrease customer turnover in the long run.


Also Read: Customer Segmentation in CRM


3. Upsell and Cross-Sell opportunities

Selling more to existing customers is better than selling less to new customers. The companies that follow this mantra are clocking huge profits and the CRM platform is helping them do just this. Its unparalleled ability to form personalized profiles of customers tracks their interests, purchase history, and purchase behavior which in turn helps to estimate what products they are looking for, and predict what they may buy in the future. This opens a new horizon for up-selling and cross-sell opportunities.

4. Better communication with customers

Have you launched a new product? Are you coming out with a new service? Are you looking for a better way to share the news with your customers? Keep in mind that it takes less time to delete an unnecessary message than it takes to blink an eye. Also, sending the same message to every customer can significantly lower the purchase potential of your products. So what can you do? CRM is the solution. It allows you to craft customer-centric messages. Instead of sending a one-shoe-fits-all email, it lets you send targeted messages that appeal to a particular segment. This builds a personal rapport with your customers and they respond to your messages effectively.


Also Read: Top Benefits of CRM Solution with Email Integration


How can Sage help you meet your CRM needs?

Sage is a world-leading organization that provides first-grade CRM services. Whether you are a business who has just started out or you are an industry leader, Sage CRM provides you a complete array of solutions. We excel in providing tailor-made solutions to address your specific challenges. Contact us today to know how we can help your business in building long-lasting and profitable customer relationships.

Disclaimer: All the information, views and opinions expressed in this blog are those of the authors and their respective web sources and in no way reflect the principles, views or objectives of Sage Software Solutions (P) Ltd.