5 Ways CRM makes Every Employee a Customer Expert

Rolustech
4 min readMay 9, 2017

The success of an organization is fuelled by the quality of services it provides to clientele and is determined by the level of its customer’s satisfaction. Hence, it is significantly important for companies to deliver great customer services and make their customer experience a great feel by converting every employee of the corporation into a customer expert.

Since the grind of dealing with customers is not confined to front-line staff only in this competitive business environment, it’s is a task performed by every employee on a daily basis. If you run a customer-facing business, you must realize the need for a comprehensive system that not only aligns the strategical business plans but also helps your employees with customer interaction across the major business sections including sales, marketing, and support.

CRM caters to all the needed and empowers companies to inculcate customer expert skills into their employees while fortifying them with all required tools that can serve them in delivering the best of their services. CRM empowers employees in 5 magical ways which are:

1. Consolidates Information at Single Unified Interface

CRM asserts customer’s information, interaction details and purchase history at a single unified interface that can be accessed anywhere and at any time. This unified interface provides every employee an instant access to the 360-degree view of the customer and proposes smart search systems in which the whole detailed information about a contact can be accessed just by filling one information field. With the updated information in hand, every employee can handle customers’ queries and deliver the best of what they can.

2. Serves as an Assistant

In order to be a customer expert, the first priority set should be attending each and every scheduled activity. CRM helps in this regard too and serves as an assistant that actively maintains “To-Do list” for you. Within CRM system, “To-Do” list is automatically populated by synchronization of activities from multiple sources such as Google calendar, portals, and social networks etc. This auto-managed To-Do list helps you stay on top of your schedule while keeping track of all the activities performed and planned. Other than actively maintaining the To-Do list, CRM software sends alters and notifies you before time so that you don’t miss any of your customer interaction. Setting reminders and

Other than actively maintaining the To-Do list, CRM software sends alters and notifies you before time so that you don’t miss any of your customer interaction. Setting reminders and synchronizing of information on a single platform is an essential asset of a CRM system that supports to the customer expert’s skills.

3. Enriches Personalized Experiences

Today’s customer is educated, enlightened and privileged in terms of having more alternatives than ever before. Hence, they demand personalized experiences, not for a generic fling that applies to everyone sharing the same territory or demography. In order to serve your customers with the personalized experience, you are needed to understand them first. Knowing the demography of the customer is not enough. One has to be cognizant of the psychography and sociography of their customers that can help you understand their needs, interests, attitude, values, activities, personal profile, and passion.

One has to be cognizant of the psychography and sociography of their customers that can help you understand their needs, interests, attitude, values, activities, personal profile, and passion. This is the only way you can deliver experiences tailored as per their expectations.

4. Enables Multi-Channel Handling

Interaction channels have exploded in the past few years eliciting the need to tap into the digital existence. For the purpose, companies have expanded the scope of functionality included in customer service and support by building their brand entity across the social media networks. Today, social media is being used as the ultimate tool for interaction with customers. Your customers exist everywhere peculiarly on social media networks and driving glean insight about product conception from these digital communities not only helps in customer dealing but also mentors ways to project a good image of your brand.With a CRM system, you don’t have to navigate through multiple channels to know what your customers are talking about your service or product.

Customize your CRM system to pull data from multiple sources to the CRM interface and handle the queries or words of your customers prevailed over social networks. Now you can handle everything staying within the CRM system and build authentic customer engagement.

5. Helps Deliver Quick and Quality Response

Quick response has become a confidence builder and a value-added competitive advantage for businesses. “Time is money” the statement stands legitimate, especially in the case of customers who after investing their real money in your business, don’t feel like spending their time waiting for your service.

Customers today are impassioned and they demand quick responses. CRM’s seamless integration with other institutional systems such as Twilio, MailChimp, Asterisk, Gsync and Marketo etc., entangles robust customer support that auto-respond to customer cases to some extent and facilitate employees to quickly look into the initially drafted case and compose a good quality customer responses for it which is pivotal for organization’s substantial growth.

Remember! Good quality customer Service can cultivate long-term relationships with customers to make every employee of your company, a customer Expert.

Rolustech is a team of award-winning certified SugarCRM experts taking pride in successfully implementing SugarCRM for more than 500 firms worldwide.

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Rolustech

A SugarCRM, Salesforce, and Magento Certified Developer & Partner Firm. Tweets on #CRM #Sales #Marketing #Social + many more.