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Take the Test

How well does your business manage the following areas of sales & marketing - fantastically, averagely or poorly?

  • Customer, membership and patient management databases to manage relationships
  • Customer, member or patient feedback
  • Employee feedback
  • Linking feedback to individuals in your database
  • Segmenting your data so you can personalise your communication messages to your customers, members and patients

If you answered mainly average or poor then read the section about Company Average Joe below - all is not lost and there is plenty you can do to get the basics right.

If you answered mainly fantastically read Company Very Smart below - this shows that even those who are already pretty switched on can still do more to stay ahead of the rest.

Company Average Joe – what can you do?

Well done for being truthful. If people are honest, most companies are probably more like Average Joe than they would like. At DataPro Solutions we think there are some basic things we can do to help you take that step above being average and start being smarter about how you manage your relationships with your customers:

Step One: Manage your customer, member and patient relationships - build a CRM (customer relationship management) system

  • One place for you to see all your client details
  • Quickly and easily find all the information that you need
  • Keep and view the history of all your client interactions and job management, e.g. sales, appointments & phone calls
  • Easy to manage KPIs (key performance indicators) with reports customised to your needs
  • Data is more secure
  • Better data integrity - i.e. all your records are consistent
  • Automated reporting
  • Can be used by multiple users at the same time and in different locations
  • Enables you to provide better customer service as all your staff can see the same information
  • Improved staff and business efficiency

If you already have some data in other documents, like an Excel spreadsheet then we also offer a data entry and data import service so that the data can be imported into any new system promptly and cost-effectively.

Step Two: Get to know what your customers, members or patients think of you - survey them

  • Get detailed feedback which you can follow-up
  • Get high level management reporting of the top issues
  • Know where to invest your time and money for the greatest pay-off for your business
  • Improve business efficiency
  • Get ahead of your competitors
  • Report on trends over time
  • Get feedback on specific members of staff - follow up on issues and see who your stars are
  • Clients know you love them and become advocates

Want to know more?

For more information on CRM systems and customer surveys click here to email Glenn Seymour or call 03 376 4525.

 

Company Very Smart – never standing still

Well done! You’re already a step ahead of the crowd. If you aren’t already doing it, here’s some suggestions for doing even better:

Link your customer feedback and your CRM system

A lot of companies gather client feedback, but don't link it back into their CRM system. This means that although they know Client A lives in ABC Town and uses XYZ product or service, they don't know if that client loves them and recommends them to their friends / colleagues, or if the client thinks they are not very good at all and tells their friends / colleagues about all the things they don't do.

At DataPro Solutions we can help you by

  • Building a CRM system
  • Running customer, member and patient feedback surveys
  • Linking the feedback and the client details in your CRM system

Use your customer information wisely

You're smart enough to know that all customers aren’t the same, so you can't send them all the same information – you need to tailor it. DataPro Solutions can take your data and cut, slice & dice it in any way you want to enable you to email or mail your customers and talk to them in a personal way.

What’s more, you can also use your customer feedback to tell you what message to give to what customer, acknowledging what they think about you.

Examples of how you could communicate to different clients (or prospects) in tailored ways:

  • Individuals who gave you great feedback on your satisfaction survey
  • Individuals who gave you average feedback on your satisfaction survey
  • Individuals who gave you poor feedback on your satisfaction survey
  • New clients
  • Anniversary of being a client
  • Users of a certain product...they’d like to hear about other lines
  • Lapsed clients - they were buying every month, but haven’t been for some time
  • Clients who have bought something new - encourage them to buy again
  • Clients who have hit a spend bracket, either up or down
  • Clients in different geographies

Want to know more?

For more information on how to link your CRM systems and customer feedback, or how to make the most of your data click here to email Glenn Seymou or call 03 376 4525.