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3S-CRM (Operational. Sales, Strategy Analysis, Campaign, Structure)

Managing your customer relationship is important for all businesses, but is critical for Service Businesses who rely on repeat customers, ongoing contracts and referrals. Here is a list of some of the incredible amount of data that must be managed and accessible in order to maintain a high quality relationship with your customer:

1 Customer Contact Information
2 Multiple contacts per account: with contact info for each
3 Multiple addresses per account
4 Track & Manage Current Service Requests
5 Record Service History
6 Equipment Records
7 Access records of inventory used & service preformed
8 Notes / Details about any contacts with the customer
9 Notes / Details about the Account, Service Orders, Equipment Installed
10 Reminders about next service due
11 Reminders for follow up calls, appointments.
12 Track leads,

proposals…. Transfer info correctly once they become a customer
13 Ability to Schedule Service and dispatch techs / Maps to site
14 Account balance, payments due
15 A way to notify customers or changes, updates and new products (email?)
16 And much more

The Most Important Point: Find a useful way to manage all the customer data gathered/needed, and then commit to using the information to better serve your customer.


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