After They're New Clients

New Clients, Now What?

 Congratulations! Your Business Development (BD) and Sales teams have worked hard to get you the new clientele your business needs to keep a steady growth rate. Now what do you do with all of these new and existing customers? Your first step should be to create and/or update them in your Customer Relationship Management (CRM). Hopefully, you are using a cloud-based CRM for business that effectively allows all-inclusive account management.

 

Converting Leads

Once you’ve put in the work to move those potential customers through the sales cycle, they are now customers expecting continued service. They should be able to hold you accountable for what you promised them while trying to “land” them. It’s “good business."

Happy Wife, Happy Life

Think of the situations that make this idiom so true. Analogy time! The sales closing is the wedding and the marriage is the ever-progressing, ever-changing relationship with another entity. Your customer becomes the spouse you have to make happy.

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  ·         The Customer is Always Right – “Yes dear” “Yes Ma’am or Sir, you are right!”

• ·         Prompt & Punctual – Along with Follow Through, your actions should also be handled in a timely manner. If your mobile device were to break and you call your service provider, don’t you expect an almost immediate resolution so you can get back to your daily life as soon as possible? Your clients feel the same of your resolution timing.

 Upsell, Upsell, Upsell!

The use of a customer relationship management system assists in reading what is valuable to your customers. Learning the customer’s trends, what they currently receive from you and what they would appreciate if you offered is vital information. Raise awareness of your premium products or services or upcoming offers they may strongly consider. Tracking their activity and trends in your CRM make all the difference in the world!