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Friday, September 4, 2015

Drive Customer Satisfaction With CRM's

To drive customer satisfaction, organizations deploying CRM solutions must think about the customer relationship in an integrated and comprehensive way. In today’s multichannel world, this is particularly important. Customer interactions take place everywhere. From sales, support, service, finance and on the web. Beyond traditional sales and support management, companies need to be able to see real time, cross channel views of all interactions to deliver superior customer service, whether the interaction occurred on the web just seconds ago or in person with a sales rep yesterday. This enables every customer interaction to be based on a holistic view of a customer’s history.



Self-service has also become a critical driver of customer satisfaction. Many organizations are deploying customer self-service portals to meet their customers’ expectations around the ease of doing digital marketing business with the company on the web. Customer portals enable customers to view outstanding quotes or orders, or even request returns, improving service while reducing the cost to serve. 

On the call center side, the support team can benefit from cross departmental customer visibility, with a detailed order history allowing the support team to check service level subscriptions. This also gives the team an opportunity to deliver customized up sell and cross sell offers that both anticipate customer needs and drive revenue.

For organizations whose business model requires delivering ongoing service for their customers, project management is a critical but often forgotten component of CRM. This includes the tactical aspects of creating jobs and linking them to specific customers, as well as tracking estimated end dates, percentage of work completed, actual end dates and the income and expenses associated with each project. Project management is particularly important for businesses whose models are predicated on customer renewals or subscription revenue.


The final area of customer satisfaction is billing. Billing errors can create significant customer attrition, and in many cases, billing errors may stem from manual processes in the original sale, project management issues or simply duplicate or out of date customer data.

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