How to maintain customer relations using CRM while working remotely?

We've changed how we work as a result of the coronavirus outbreak. Remote working has become the new norm, requiring a reconsideration of how we conduct business in numerous areas. One area on which you should concentrate is your client relationship management. Many businesses opt for an automated CRM to keep their sales processes running while they work remotely.

It's a tough moment for sales right now. As a result of the economic slump, prospects have become more hesitant, making it more difficult to close deals. We'd want to expand on that today by providing you with specific strategies for sustaining customer relationships while working remotely.

Customer relations using CRM while working from home

A CRM tool, or Customer Relationship Management tool, helps a company run marketing campaigns, collect leads, nurture leads, convert prospects, manage customer interactions, and use analytics to gain new customers. It can be used to integrate all customer-facing departments of a company via a single platform, such as marketing, sales, analytics, and support.

Here are some of the aspects of customer relationships that are difficult to manage when teams operate remotely, as well as how CRMs can help −

Support should be readily available

The most serious difficulty with remote teams is the lack of predictability in their availability. There are many people who are worried about this. You don't know if your remote workers are at their workstations because you're the team leader or the firm owner. Customers face the same problem: they are unsure if they will be able to contact the support team and get an issue fixed in a timely manner.

Customers demand availability from a brand more than anything else. In an ideal world, this would imply having open helplines available to customers 24 hours a day, seven days a week. In addition, the real-time ticket status system keeps an indirect conversation going between the company and the client.

The ideal way to ensure maximum availability is to implement a centralized solution that allows customers to log in issues that can be picked up by a support representative as soon as they become accessible. A CRM solution like Salesforce or Microsoft Dynamics is great for this. CRMs also link several communication channels (such as social media accounts, email, chat bots, and so on), allowing Omni-channel businesses to communicate with customers through a single channel.

Remote workers can work around SLAs with the help of a CRM.

Make certain there is complete transparency.

One of the most crucial components of sales is building trust. You may not even have to worry about keeping the client if you can establish a certain level of trust. Why? Because a client who has faith in you is a loyal one. They'll stay with your firm whether you're at the office or working from home.

When working from home, the first step in building trust is to ensure complete openness. Ascertain that the client(s) is/are aware of your organization's current state and future intentions. Don't go distant without their permission, for example. Instead, give them notice and tell them that your devotion to their initiatives will not be affected.

Keeping clients informed helps them feel like they're a member of the family and brings them closer to the brand. It also allays any fears they might have about meeting project deadlines. This can assist you in improving customer satisfaction and benefit your customer relationship in the short and long run.

Make your conversation unique.

Mastering the art of personalization is another important aspect if you want to preserve customer relationships when working remotely. Personalization basically refers to tailoring your transactions to each individual client. It entails designing experiences that meet the client's specific requirements. To draw the client closer and strengthen the link between you, you must customize your conversation.

Calling your customers by name, inquiring about their families, and taking the time to learn their likes and dislikes are just a few ways to personalize your communication. Instead of beginning your emails with "Dear Sir/Madam," learn the client's name and start with "Dear Eric" if the client's name is Eric or "Dear Jael" if the client's name is Jael. We all have an ego, and it's excellent for our egos if someone calls us by our first names.

However, don't stop there. When engaging with clients over the phone or over live chat, take a few moments to inquire about their well-being and that of their families. You should try to learn the names of their spouse and children and inquire about them.

Collect and calibrate feedback

While there are many wonderful ways to keep services and product quality when employees migrate to remote work, nothing is more valuable than customer feedback.

While a company may be aware of some concerns, others can be discovered through consumer feedback.

Collecting client feedback is an important and necessary business activity, whether you have people working remotely or not. Positive feedback strengthens a brand's image, while negative feedback identifies places for improvement. It also provides a platform for customers to vent and/or converse, which aids in client retention.

Custom surveys can be created with CRMs to obtain user input from customers. The benefit of having a CRM is that the information gathered can be used to provide insights and analytics, as well as to adapt future marketing tactics.

A CRM can also be used to create surveys in a more straightforward manner. Customers' previous interactions and history can be used to build customized surveys that provide more helpful business insights.

Updated on: 12-Aug-2022


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