Nowadays any fast developing company accepts and utilizes the customer management system.
The CRM-Systems include multiple tools – from attracting and retaining clients, up to managing marketing activities and automation of sales.
With such tools, you need to know how to utilize them to influence the company in the most effective way. A certain algorithm of actions needs to be followed:
Organize Customer Base
Property management software helps to collect, store and correctly use all information about customers, their activities, history of preferences and purchases, as well as information such as:
- Calls, visits to sites and social network pages
- Stages of transactions, recordings of telephone calls, history of correspondence
- Information about customers, invoices issued
By receiving a single client base, you will be able to receive complete information about your customers, their preferences and, based on this information, you will be able to build a strategy of interaction with them.
Pay More Attention to Orders
The classic misconception of any company is considering that the most important step is to attract as many customers as possible. In fact, it is important to process all orders as quickly as possible, so that the spent time and money paid off. It is enough to connect telephony, postal and other services and all the information about customers – contact information, addresses, orders, the history of calls and correspondence – will automatically be stored in the CRM-system. This approach is important for retaining both old and new customers.
Manage the Product Catalog in Property Management Software
For the beginning, a definition of a productive catalog should be given: any company is aimed at providing a quality product at optimal prices, and property management is not an exception. The client management system will help monitor the interest in each type of real estate offered to the client, help the client purchase what he wants and build trust with him.
Analysis of Sales Department Work
CRM system is simply irreplaceable, when there is a need to make the work of the sales department more understandable and transparent. Analysis of the sales funnel, the amount of transactions, control of payments and other parameters will allow you to see both the work of the department as a whole, and of each manager in particular. CRM also helps monitor the implementation of sales plans, control the timing of payment and delivery.
Automation of Document Flow
Property management software provides all the necessary tools for managing both internal and external document flows of the company. The system provides the opportunity to register in the system any kinds of documents with reference to a specific customer, sale or order, attach a scan-copy of the document or generate a file according to a pre-configured template, create a document store.
Optimizing Communications within the Company
Poor communication between employees and departments of the company can have a bad effect on the company’s performance and cause a malfunction in the main business processes. Using property management software allows you to organize effective information exchange within the company, avoid information loss, synchronize the actions of employees, distribute tasks among the responsible and monitor their implementation.