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Customer Relationship Management


A CRM system gives everyone — from sales, customer service, business development, recruiting, marketing, or any other line of business — a better way to manage the external interactions and relationships that drive success. A CRM tool lets you store customer and prospect contact information, identify sales opportunities, record service issues, and manage marketing campaigns, all in one central location — and make information about every customer interaction available to anyone at your company who might need it.

It can help you with:

  • Tracking the success of your marketing activities
  • Identifying and following up on prospective customers
  • Maintaining relationships with loyal customers
  • Grouping your customer's types to develop personalized communications
  • Seeing which customers have signed up for your marketing lists
  • Understanding which customers have responded to your offer or promotion.





Benefits of a CRM

Customer relationship management may mean keeping track of your customers to provide personalized service. For example, you may choose to send your customer a special offer on their birthday.

Benefits of a CRM can include your ability to:

  • Develop personalized and targeted marketing activities that have a better chance of creating a sale
  • Identify the best time or most effective marketing activity that your customers respond to
  • Collect and store customer feedback to help you improve and innovate
  • Track customer behavior, interactions, and purchases of your products or services
  • Store and follow up on customer leads to help you find new customers.

What info do I collect in my CRM?

The information you collect in your CRM will depend on the individual needs of your business, and the marketing activities that you undertake. The data you decide to collect can help you build a complete customer profile and may be useful when evaluating the success of direct marketing activities, such as e-newsletters.

Examples of info you may include in a CRM;

  • Customer details such as name, address, contact details, date of birth, and preferred contact method.
  • Customer purchase information including when a customer purchased from you, what they bought, the time and value of the purchase.
  • Engagement information on if, when and how your customer responded to your marketing campaigns or promotions.
  • Feedback information including any feedback on your service, or if a customer made any complaints or returned their products.


Remember that any information you store on your customers must abide by privacy and IT security regulations.

How do I choose a CRM?

There are many different providers of CRM tools available to choose from. Depending on the type and size of your business, you may decide to use a spreadsheet or record-keeping system to log customer interactions. Alternatively, you may decide to buy dedicated CRM software to help you manage your customer relationships. This includes CRMs available and stored in the cloud, or software programs installed locally on your computer.

Alternatively, you may decide to buy dedicated CRM software to help you manage your customer relationships. This includes CRMs available and stored in the cloud, or software programs installed locally on your computer.

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+91-731-2574007

+65-85310781