Managing customer relations is essential to becoming a leader in your industry in today's competitive landscape. Imagine being able to plan for the demands of your clients, offer an individualised service, and build long-term relationships. No matter the size or strength of your business, a CRM can transform your approach to customer engagement.
See below how CRM systems can help transform your business for the better.
What Does CRM Stand For?
Customer Relationship Management (CRM) is the management of customers through software. A CRM helps by ensuring customers are the central focus of your business and are provided with a world-class service, by simply always putting them first.
What is a CRM System?
A CRM system allows your business to manage customer relationships, interactions, and data, all under the roof of one digital platform, a CRM system. This will enable you to simplify procedures and boost customer satisfaction by combining functions like customer service, sales, and marketing onto a single platform.
How does it work?
CRM works by compiling customer and potential customer data into a secure, user-friendly digital file that includes details such as their key contact details such as their phone number, email address, and delivery address, to the history of dealings with your business, and any further customer information you wish to obtain.
For example, if a lead comes in through your promotional business website, the data your potential customers provide is captured in the CRM system, upon which you can assign a dedicated sales representative who follows up on their enquiry. All interactions are logged and timestamped, from the enquiry date, items, personalisation, and total value, through to quote amends and final orders. Alongside being able to understand your sales process better, your CRM solution will also be able to give you information to analyse and create additional marketing opportunities personalised to your customer.
What is the difference between a CRM system and CRM software?
You might be wondering, what is the difference between a CRM system and CRM software? They are the same thing that you will often hear being interchanged.
Why do businesses need CRM?
All businesses benefit from a CRM software solution. It allows businesses to work smarter, reduce manual administration through sales automation and create informed business decisions on customer data and sales information. This makes space for improved lead generation, sales forecasting, and sales pipeline management.
By using CRM software, you can focus on what matters most - driving sales and streamlining other business areas. Why do all the tasks yourself when CRM software can do it for you?
A CRM system allows your team from sales, production, marketing, and customer service to have all the information about a customer at their fingertips from the enquiry stage to sales, to order progress to the completed order.
With our experience in the promotional merchandise industry, our CRM system has been designed to allow for a seamless fully automated online sales process with product customisation. With knowing the various pain points and complexities of the merchandise industry, we allow for easy amends to online quotes such as garment colours or decoration types, or the common request of adding or changing logos plus special pricing for set customers.
Speed is critical within our industry, and with OrderFlo we provide email automation set to dedicated rules suited to your business and customer behaviours. For example, we can automate chaser emails for quotes – a simple rule such as an email reminder five days after a quote has been sent out, or an email discount offer to reward customers with high spending. How you wish to automate emails is entirely custom to your needs, and once set up requires next to no input or time.
As the saying goes, ‘customer is always king,’ so a CRM system will guarantee to enhance your customer services, with direct access for your customer service team to see all the interactions the customer has gone through. This provides you with a full scope of customer data that will result in a better client relationship.
With OrderFlo, you can create customer groups for tiered product pricing, allowing you to set different pricing parameters to reward loyal customers. We also have associated folders where customer files and useful customer documentation can be stored such as approved logos and DST files, to brand guidelines, proofs, and mock-ups. This keeps everything you need in one place for each customer and a quicker production process with instant access to print and embroidery-ready files
In addition to all this, if you’re looking for a CRM system that can provide a custom and bespoke branded interaction, with OrderFlo, you can create sub-customer branding for customers’ quotes, orders, and invoices. This ensures for businesses with sub-brands, you can tailor which brand interacts with which customer.
In a nutshell, a CRM system is built to create a successful relationship with your customer, nurturing a bond to ensure long-term loyalty. Through automation and smart business decisions, a CRM system can also offer a huge potential to drive your business forward with research showing that “revenue can increase by as much as 245% when businesses use a CRM platform”.
Are CRM systems successful?
Yes, businesses that choose to include a CRM see an increase in revenue, customer satisfaction and customer retention. The research already highlighted the direct impact on increased revenue, and goes on to share that, “92% of businesses say CRM software plays an important role in achieving their revenue goals.”
The beauty of a CRM system is that once it’s set up, with the correct data migration, implementation and use of analysis and automation, the impact of a CRM solution can show its benefits within a matter of weeks.
Choose the OrderFlo CRM solution
So, hopefully, we’ve given you a good insight into the essentials of a CRM system, its benefits, and considerations. If you’re looking for a smart CRM solution designed by experts in the promotional clothing and merchandise industry, choose OrderFlo.
With a dedicated team of account managers to support your onboarding process and training needs, our roll-out ensures that you and your staff know everything there is to use our CRM effectively and boost your business.
Along every step of the way, our support team will advise on how to get the best out of the OrderFlo software, turning complex data into simple and intuitive information, underpinned by clever automation.
To put it simply, our software has been designed by experts in the promotional merchandise industry for businesses in the promotional merchandise industry. With our knowledge and expertise in product personalisation, machine production and bespoke user journeys, we know how to fulfil the personalised needs of your customers.
In a seamless process to get you started, get in touch today for your free consultation and demo, and if we’re right for you, we’re ready to get you started with your bespoke integrated solution.
Get in touch with our team to get started.
