about CRM best practice
I have been a Customer Success Manager for over four years, and my Customer Relationship Management software has always been essential to my personal as well as my customer’s success! The more information I capture in my CRM about my customers, the better I’m able to service them in the future. I make sure to log all of my customer interactions immediately after they occur to ensure I don’t forget anything and so I can keep track of exactly what’s going on with my customers here at sales-i
When used correctly, CRM (Customer Relationship Management) software is a great way to store masses of information, manage accounts, spot trends and sell effectively.
However, incorrect use of a CRM system can be very damaging to a company’s reputation and your relationship with customers.
My colleague told me in his previous role he accidentally sent an email to Dear ‘Barry has died’, as the account manager had not deleted poor Barry’s record and had instead decided to leave what they thought was a helpful note under his first name