CRM: Why it Matters in Times Like These

We’ve discussed how to make working remotely successful for you and your team. Now let’s talk about how to make it successful for you and your clients. The current situation has resulted in the decentralization of many businesses. Team members are working from home, oftentimes resulting in uneven and ineffective communication. Both companies and their clients are feeling overwhelmed in the chaos; the last thing any business wants is for something to slip through the cracks.

Good news — it doesn’t have to be this way! You can optimize customer communication during times like these by implementing a Client Relationship Management (CRM) system. A CRM system can mean the difference between holding onto existing clients or losing them, as well as the difference between gaining new clients or not. Now, more than ever, you must have a way to organize and keep track of clients and maintain communication, ensuring that they know you’re there for them.

It’s tricky out there these days, especially with all the new adjustments businesses are having to make. Fortunately, there are ways to make this transition as seamless as possible for both your team and your clients. Investing in a cloud-based management software can help provide clarity and create stability in these confusing times, helping you to not only get organized, but stay organized. That way, you can focus on what truly matters: your clients.

Manage contacts It doesn’t take much for information to get lost, especially when there’s a lot of it! A comprehensive CRM system will store all of your client’s contact information in one safe and secure place. You’ll be able to access it all with just a few clicks of a button.

Multichannel communication It’s always important to engage with your clients, and now is as good a time as any to ensure you’re maintaining good communication with each and every one of them. Our software has made this as easy as possible by giving you the power to communicate with clients across multiple channels. The best part? It’s all in one spot.

Monitor client activity Your clients are your everything. Monitor client activity with ease using our CRM system and stay up-to-date on their activity. Doing so will help make sure you’re providing exactly what your client needs.

New leads We’ve established ways to swiftly communicate with current clients, but what about potential clients? At Firm360, we not only want to help your business operate smoothly, but we also want to help it grow. Our software helps you stay organized and up-to-date on leads so you can keep track of potential clients.

Reminders We’ve covered the most helpful tools contained in a comprehensive CRM system. Well, almost all of them. Remember those potential new client leads you’ve accumulated over time? Make sure you’re actively reaching out to them using our reminder system. Don’t let them fall by the wayside. Schedule reminders for yourself and your business to follow up on client leads. Now, you have all the tools needed to manage your current and future client relationships.

Moving forward You’ve got a lot on your plate, we all do. Suddenly adapting to a virtual work system, on top of a busy tax season, is a lot to handle. The tools found in our CRM system will help you manage & streamline client relations so you can focus on other tasks. Adapting to the situation as quickly as possible will help you continue to deliver outstanding service to your clients, even in times of uncertainty.

Book Demo