A spreadsheet stored on one of your customer service representatives' desktop is not going to help the accounts receivable manager who's trying to negotiate payment terms with a new customer. And even if that spreadsheet were available over your network, can it truly be easily accessed by your sales managers who are on the road more often than in the office? If more than 2 people in your office maintain customer contacts, you owe it to yourself to evaluate providing them with this simple tool: a shared customer contact database, accessed from anywhere, anytime.
Ask yourself the following questions:
- Does your company have separate accounting, sales, marketing and customer support databases?
- Do many people in your company use paper-based calendars/day timers or standalone calendaring tools like Outlook?
- Does your company have limited ability to track emails sent to prospects/customers etc?
- If the company has a database, are there issues with users not capturing the appropriate information?
- Do customer service reps have any idea how much business the client does when they take their calls?
- Are customer issues and complaints getting resolved adequately and in a rapid timeline?
- Does your sales team have any access to vital accounting data like accounts receivable, credits limits, balances?
- Is information 'hoarded' and kept secret by different departments in the organization?
- Do you have more than 2 employees responding to incoming interactions (i.e. phone calls, faxes, emails, personal visits, etc.?
The right contact management software, deployed throughout your organization, will help you build and strengthen the relationships with your customers, so they'll keep coming back. It will improve your service delivery process, and will increase your staff's awareness of customer needs. And more importantly, it will reduce customer's frustration by not asking the same questions over and over.
- Contact Management (this page)
- Sales Efficiencies
- Marketing Efforts
- Customer Support
- Accounting Integration
If you prefer to download a single document that consolidates all this information, it's at the top of this page.
Please give us a call at 866-400-0922 or email inquiry@wacconsultinggroup.com and we will follow up with you within 1 business day.
