Alright everybody, I have, so far, outlined several essential processes regarding closing sales, from in person conduct and strategy to techniques over the phones and how to proceed smoothly. From all of that free training I have generously provided you all, I would like to elaborate on how to keep all of those clients happy, satisfied, and well-recorded.
This post will be going into brief detail about CRMs, or "Client Relationship Management Systems". These are essentially user friendly, interactive databases that will allow you to input and track clients as their situations progress, and also allow you easy access their project or case files during or after their project has been completed already, or is currently undergoing development.
For example, the industry leader in CRMs for sales tracking is currently SalesForce.com. Their platform is geared more primarily towards the tracking and closing of prospective clients for your business, also known as cold or warm leads. It lays out all of your active leads, prioritizes them, and allows for seamless closing for the company representatives you ave delegated the task to. All of these factors allow for higher closing percentages, and overall, more business for your company.
I would highly suggest procuring a CRM system for your organization. Be it a CRM geared towards sales such as SalesForce as previously referred to, or a different style that is more alike a database to track previous clients in the case they call with complaints to allow for easy and organized access to their overviews.
Hopefully this posting has brought value to you all in terms of yet another essential business tool to add to your base of knowledge. And as always, reach out with any questions to firstname.lastname@example.org!