A resident of Murfreesboro, Tennessee, Rebekah Luellen works in management for a home construction and renovations company. As a project manager, Rebekah Luellen's responsibilities include using customer relationship management (CRM).
CRM is an essential part of any business, and the more customers a business has, the more difficult that task becomes. CRM software is available for businesses to help make the job of managing customers manageable for the business. This software requires several essential features to be effective.
When a company onboards a new client, it is crucial that the client and their information are recorded for future reference. Good CRM software will have a streamlined onboarding process that ensures that each new client is entered into the system the same way with all the pertinent information.
CRM software must also offer communication features. Whether through email, text messaging, video chat, or phone calls, all of the information must be centralized. The right software will offer communication channels and ways to store the communication for later use.
Workflow automation is a feature that will increase efficiency in customer relationship management. Software should automatically designate certain tasks to the right people when clients make queries or requests. This saves labor and increases the speed of customer service.
