Keep BOTH New and Existing Clients Happy--with one simple tool!

The quest to gain new business is never-ending.  Most of our sales efforts are geared to get customers into the fold.  If you are utilizing a CRM solution, most of your opportunities and activities are probably focused in that direction.  However, the candidates most likely to purchase your goods or services are those who have already purchased from you in the past.  Existing customers are arguably more important to the future of your business than new customers.  So, it is in your best interest to keep them happy and well serviced.  But, this is often easier said than done.

However, one simple way to treat your existing customers with the same level of follow-up and service that you extend to prospects is to utilize a CRM tool that will manage your customer service as well.  Keeping ongoing service histories and conversations alongside sales opportunities in a centralized database provides the account rep with a holistic view of all the current needs of their contacts.  All too often, a sales call has been torpedoed by the customer asking about the status of their current issue, only to have the account rep have no idea there even was an issue.  Likewise, having your CRM inform you of any completed service requests provides the account rep with another opportunity to follow-up: during which an offer for extended service plans or updated hardware would not seem ill-timed.

haloDASH, the CRM and Project Management solution from Halo Applications, takes customer service to an entirely new level by providing a unique customer service portal for each contact in your database for no additional monthly fee.  This portal allows the customer the opportunity to submit new support requests directly into your customer service queue, while also providing the ability to view the status and history of all completed and in progress requests.  This extra level of transparency can reduce the amount of incoming, "Where is this at...."  calls and keep your team on task.  These submitted requests are also integrated directly with your Sales Dashboard...no double entering of data.

If you would be interested in integrating your customer support and sales functions, visit halodash.com and register for a free no obligation demo, or call us at 502-276-6352.