Thursday, November 29, 2007

Cradle Your Customers in a COTS Solution

When customers call for help or information, does your system make them feel like welcome guests or annoying pests? From the first contact, whether by web or voice, the systems you have in place should be helping you capture and keep clients.

Of course you and your staff are courteous. But if you don't know that the same customer called a week ago, and what the call was about, a cheerful voice and frequent apologies will not erase the fact that you didn't care enough to make a note. Is a client celebrating a business anniversary? A greeting card takes seconds to send and can pay dividends for years to come.

Ah, but how to capture all that important information, and be able to find it in seconds? That's where your Customer Relationship Management (CRM) system pays for itself over and over. And, you don't have to spend a fortune either.

CRM has been around for years and many very effective software packages have been brought to the market. But just as "one-size-fits-all" never does, so a straight off-the-shelf package is not going to suit everyone. Full custom development is a huge investment, but there is a middle ground.

COTS can be your answer: Customised off-the-shelf brings the best of both worlds to your business with a system that will collect, store, report, and help you analyze the details of your customer relationships that matter to you. You will have the features needed to manage your business your way, and still have the benefits of off-the-shelf economy.

Starting with the base of a fully functional application, the integrator will tweak the system to meet your specific requirements. Snap-shot views help you see what's in your pipeline of sales, reports help you understand how well your sales staff are doing, and client records help you collect and organise information on every contact your customers have with the company. Score card reporting allows you to visit or call customers with full confidence and preparation.

Knowledge is power, and the data collected by a well-designed and implemented customised off-the-shelf CRM system can put that power in your hands. The payoff will be a more efficient process and happier, more loyal customers.


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