Capture all you need to know about your clients.
Your clients are the life blood of your business. The more you know about them, the better you can target your services to their needs. For example:
- If you have a record of their birthday, you can win their favour by sending them a birthday greeting
- If you know they are interested in a particular service, you can make sure you include them, and others who share the same interest, in a targeted marketing campaign
Other information you can capture and analyse includes:
- The contact details for all the companies you interact with and the people who work within them – making it easier to send marketing material directly to them
- A communication history – including records of the e-mail messages, business notes, appointments, and phone logs – of every contact you or your staff have had with a person. So you can know what was said to them, even if the staff member who had the conversation no longer works for you.
Applications you may like to set up include:
Please contact me if you would like more information.