GET A HANDLE ON ACCOUNT MANAGEMENT CRM Software for Better Relationships and Closed Sales
Do you need a‘Handle’on account management? Our customer relations management (CRM) software is called Handle, and it has a lot of features that will make your life a lot easier.
You gain a lot of appreciation when you proactively contact customers outside of their buying cycle. On the other hand, if your follow-up is inconsistent or nonexistent, you’re hurting those relationships andmissing out on sales. Fortunately, proactive contact can cut in half the number of calls needed to close a sale. Remember, if you wait for customers to come to you, you’re missing out on all the prospects who count themselves out based on price—before you have a chance to talk to them and really paint the picture of why your product or service is a great value. Proactive contact goes hand in hand with a CRM that makes it all operate smoothly. With all of the features mentioned above, Handle provides a platform that helps you organize follow- up, store crucial notes about each contact, and offer analysis that makes your sales efforts more effective and efficient. Please contact us to find out more about howHandle can boost your sales.
account, ensuring accountability and responsibility for taking care of customers. Call Frequency: Set an automated rule around how often to initiate some sort of contact with each customer. Automation: You can set up rules around call frequency for automatic reminders. This extends to any sort of data or transaction, such as warranty expiration, delivery dates, repair orders, and big sales that close to trigger a follow-up response or action. Mapping: When driving a long distance to see a client, mapping allows you to stop at other prospects and customers along the way for maximum efficiency. These are some great features, but it’s always easier to appreciate something when you see it in action. Let’s look at one specific thing this CRMwill do to improve your relationship with customers. • • •
Here are just a few of them:
•
Classification: You can classify your accounts as A, B, C, or D to clarify their level of importance to your organization. Assign: Designate the appropriate people within a department to handle a specific
•
ON US! HAVE A LAUGH
That Christmas ham was delicious, but what to do with the leftovers? Try this favorite brunch item with a side of toast and fresh orange juice. BREAKFAST CASSEROLE Cheesy Ham and Potato
Recipe inspired by allrecipes.com.
Ingredients
•
1 (16-ounce) container sour cream 2 cups shredded sharp cheddar cheese 1 ½ cups grated Parmesan cheese
•
1 (32-ounce) package frozen hash brown potatoes
•
•
8 ounces cooked ham, diced 2 (10-ounce) cans condensed cream of potato soup
•
•
Directions
evenly into prepared dish. Sprinkle with Parmesan cheese.
1. Preheat oven to 375 F.
Lightly grease a 9x13-inch baking dish.
3. Bake 1 hour in the
2. In a large bowl, mix hash browns, ham, cream of potato soup, sour cream,
preheated oven, or until bubbly and lightly brown. Serve immediately.
and cheddar cheese. Spread
www.CustomerTrax.com | 3
Published by The Newsletter Pro • www.newsletterpro.com
Made with FlippingBook HTML5