It costs far more to attract new customers than to retail your existing ones. Knowing who your customers are and what they want is crucial to retaining their loyalty. This is where content relationship management software can help.
Where to start?
There are so many CRM software solutions on offer and one size doesn’t fit all. Questions you need to ask include: What do I need that I haven’t got? And what customer information do I struggle with as a company and from department to department? Talk to your staff, managers and find out what knowledge they need at their fingertips. Imagine how your business would ideally operate and then work backwards until you get to the information you would require to achieve that state of play. CRM software is sophisticated stuff, so don’t put your dreams on hold.
Finding the right package
With your needs established you can now hunt down the right package but don’t start at the shop. Gain some impartial and well-informed advice first. Conversations with other businesses are useful, although their needs may differ greatly from yours so don’t jump in after one recommendation. Independent advisers or consultants are available who can then arrange for meetings with CRM software sellers, once they have established your needs. However, check their references and client history to ensure they really know their stuff.