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.
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issues or simply duplicate or out of date customer data.
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