HOW CAN CRM AID CLIENT DELIGHT?

Publish date:

• 2nd April, 2022

“A satisfied customer is one who will continue to buy from you, seldom shop around, refer other customers and in general be a superstar advocate for your business.” ~  Quote by Gregory Ciotti, an entrepreneur.

CRMs or Client Relationship Management tools are magical wands in the hands of businesses. They enable business – client relationships to be forged afresh leading to stronger bonds. This in turn leads to more sales, cross selling / up selling and growth. Who wouldn’t want to be in this position?  CRMs with their various features & functionalities enable customer satisfaction or as we now call it “ client delight “. Let's read in this blog some ways CRMs and a Salesforce Consultant are vital to client delight. Happy reading, dear readers.

Here are some ways CRM and Salesforce Consultants bolster client delight:

Personalise offers for clients. Everyone likes to be valued and appreciated, be it professionally or personally. This is a mandate all businesses have realized, some the easy way, and some the hard way. Wouldn’t it be easier to make more sales with the client(s) if businesses personalised their emails, sales, and marketing campaigns as per the requirements of each client/lead, and buying patterns? For example, if there is a person who is diabetic and has a nut allergy, then chocolate brands using stevia can market their ware (that excludes nuts) to that person and many others like them. This is an example of segmentation and personalization of marketing leading to success as per a Salesforce Consultant. CRMs are the repository of tons of data, such as purchasing history, shopping habits, and so on acquired along the client journey.

Track and reward clients who refer others. As we all know, client referrals are a great way to win new leads/clients. If such a program is institutionalized and the CRM is allowed to track the same, it will be great going for the business. CRMs can be used to gain insights into links between clients and their referrals which in turn can motivate you to send out offers, bonuses, and group discounts to say heartfelt thanks for their efforts and so on.

Undertake regular check-ins. A CRM is an excellent tool to keep connected with clients (former or present) via a Salesforce Consultant. Relevant and personalised messaging is used to forge deeper ties via follow–ups and check–ins. Let them feel valued so they remain loyal clients and even “ unofficial “ brand envoys for you.

Wish clients on special days in their lives says a Salesforce Consultant. Birthdays or anniversaries make each client/lead feel happy with personalized wishes sent out from your CRM. This is bound to make anyone and everyone feel special and recognized. It adds to affinity with the business and leads to customer delight. These greetings can be scheduled on the CRM based on client data/information with you via a Salesforce Consultant. It's imperative to get it right as you don’t wish to end up wishing anyone on the wrong days based on erroneous data. Call Codleo Salesforce Consultant for your success.

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About the Author

Anand Sharma

Anand is a Salesforce Evangelist, joined the Salesforce ecosystem in 2014 helping customers to be successful with Salesforce, and joined Codleo to share the goodness with even more developers all around the world. He is based in New Delhi, with his wife, and he tries to escape summers every chance he gets.