Unified Teams, Happy Customers: How Customer Relationship Management Systems Connect Teams for Enhanced Customer Experiences

The relationships we have with our customers provide the foundation for what we do, but it can be a challenge to keep everyone on a team in the loop when that information is divided between spreadsheets, phone notes, notebooks, and little slips of paper. The best way to support both team and client interactions is through the integration of a good customer relationship management system (CRM). A well thought out CRM tracks and keeps on top of the important details related to our customers and their projects, helping everyone on the team to be fully engaged. A good CRM is a way to follow customer and project data over time, giving us the ability to use metrics to examine past trends and plan for the future. The right CRM becomes a tool to help us focus on providing a personal experience for our customers so they know how important their needs and concerns are to us. The focus of this session is to think through the current way you are managing data and information, and explore how a CRM can keep everyone on the team connected in real time, and provide each customer with the most positive experience possible.