Digital Customer History And Why Its Important For Your Business

Posted on : 24 Mar 2021

DIGITAL CUSTOMER HISTORY AND WHY ITS IMPORTANT FOR YOUR BUSINESS

Posted on : 24 Mar 2021

DIGITAL CUSTOMER HISTORY AND WHY ITS IMPORTANT FOR YOUR BUSINESS

 

When it comes to business, there is always room for improvement. Whether it’s to grow an already successful company or assess areas of your business that aren’t doing as well as you’d like for it to, it’s important to ensure that all factors of your business are performing well, so that your business can perform well. Among the areas that are often overlooked is customer history.

 
Own Your Customer History
 
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Sales Connection’s Mobile CRM system digitizes all of your customer information, empowering you to have it at your fingertips — anytime, and anywhere. Under each customer, you will be able to see information such as the products you’ve sold to them, services given to them, as well as jobs planned for the future.

With all your CRM information digitized, you can breathe a sigh of relief knowing that no customer information will ever be misplaced or lost. This is useful for servicing companies that need to keep track of part replacements and maintenance done on their assets, and for sales companies that need to retain a history of products sold to customers for warranty, follow-ups, and servicing purposes.

 
Your CRM Information, Secured
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CRM information tends to have sensitive information involving finances and is meant only for the eyes of executives and selected members of a company. Storing this information on paper could result in it being lost or ending up in the wrong hands — with Sales Connection, your information is protected and seen by only those you deem to be qualified.

Our system’s Access Control feature allows you to decide who gets full access to view and edit customer information with ‘Assign’, limited access to only view and not have editing capabilities with ‘View’, and no access at all for those not assigned to a customer.

 
Take Your Business To The Next Level
 
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With your CRM information made significantly more secure using Access Controls, easily accessible at all times through the Sales Connection website or app, and having all this information stored digitally to ensure it’s never lost, your company’s customer relationship management will improve substantially.

Got a phone call from your customer asking about when the last time their assets were serviced by you? Use our app to give them the answer they seek in moments. Is it difficult for your management and technicians to keep track of future servicings and those from the past too? Now, they don’t have to — our system will remember it all for you and send reminders to ensure nothing is victim to forgetfulness. The possibilities and benefits of a mobile and digitized CRM system are endless.

Visit salesconnection.my to learn more about how we can digitize your business with even more features such as Task Scheduling & Team Management, Real-Time Updates, Management Report Analysis, and many more.

 

When it comes to business, there is always room for improvement. Whether it’s to grow an already successful company or assess areas of your business that aren’t doing as well as you’d like for it to, it’s important to ensure that all factors of your business are performing well, so that your business can perform well. Among the areas that are often overlooked is customer history.

 
Own Your Customer History
 
image 1

Sales Connection’s Mobile CRM system digitizes all of your customer information, empowering you to have it at your fingertips — anytime, and anywhere. Under each customer, you will be able to see information such as the products you’ve sold to them, services given to them, as well as jobs planned for the future.

With all your CRM information digitized, you can breathe a sigh of relief knowing that no customer information will ever be misplaced or lost. This is useful for servicing companies that need to keep track of part replacements and maintenance done on their assets, and for sales companies that need to retain a history of products sold to customers for warranty, follow-ups, and servicing purposes.

 
Your CRM Information, Secured
image 1

CRM information tends to have sensitive information involving finances and is meant only for the eyes of executives and selected members of a company. Storing this information on paper could result in it being lost or ending up in the wrong hands — with Sales Connection, your information is protected and seen by only those you deem to be qualified.

Our system’s Access Control feature allows you to decide who gets full access to view and edit customer information with ‘Assign’, limited access to only view and not have editing capabilities with ‘View’, and no access at all for those not assigned to a customer.

 
Take Your Business To The Next Level
 
image 1

With your CRM information made significantly more secure using Access Controls, easily accessible at all times through the Sales Connection website or app, and having all this information stored digitally to ensure it’s never lost, your company’s customer relationship management will improve substantially.

Got a phone call from your customer asking about when the last time their assets were serviced by you? Use our app to give them the answer they seek in moments. Is it difficult for your management and technicians to keep track of future servicings and those from the past too? Now, they don’t have to — our system will remember it all for you and send reminders to ensure nothing is victim to forgetfulness. The possibilities and benefits of a mobile and digitized CRM system are endless.

Visit salesconnection.my to learn more about how we can digitize your business with even more features such as Task Scheduling & Team Management, Real-Time Updates, Management Report Analysis, and many more.