November 2022
Data Drive: 5 Ways Lunar CRM Can Boost Your Sales with Customer Data Insights
Your CRM is a data goldmine, and that data can be the most useful tool for your business. The way you use that data can be a game changer for your sales and your business.
With a bespoke CRM solution like Lunar operating at the heart of your business, you’ll be opened to a whole word of possibilities. Let’s take a look at the 5 top ways Lunar CRM can help you use your customer data to boost sales…
1. Identifying customer trends and satisfaction
With CRM dashboards you can get quick and easy insights into how your business is trending, and gain valuable insight into customer satisfaction.
By analysing data gathered by your CRM, you can identify customer drop-off points in their journey and figure out if that’s something that can be addressed. You can also use automated e-mail campaigns to gather feedback on your services and cross reference that with data on customer behaviour to see where you can improve services or simplify the customer journey.
2. Customer tailoring
Every customer is different, and they’ll all have different requests of your services. If there are a large volume of differential preferences across your client base, you’ll want to be able to capture data insights on the requests being made of your service. With this data you can start to offer a more tailored customer experience, and customers will be more likely to stick around.
3. Customer profiles and up-selling
With highly customisable real-time reports you can gather customer data to ensure you’re offering the most relevant services to the right people.
With a bespoke CRM solution you can store data on the types of customer that your business has, what their preference are and which services have helped them. With this you can start to build customer profiles and use that knowledge to appeal to both new and existing customers. Your sales team will be able to better upsell your products and services to existing customers, after all, keeping happy customers is easier than attracting new ones.
4. Providing Better Customer Service
A friendly voice on the phone only does so much for customer service; to really ensure satisfaction, it’s important to make individuals feel looked after, and nothing quite says that they are than when every team member has access to the customer’s files and background. Sharing this information improves the customer service experience by reassuring individuals that everyone on your team is up to date on their specific circumstances, reducing frustration and increasing satisfaction.
5. Understanding Your Team
Of course a great bespoke CRM won’t just focus on customer data, but also your team and knowledge of their workflow. This data is invaluable in helping you to run the company more efficiently, taking care of sluggish processes and workflow issues in order to help the business to grow. This data is going to help you to understand the players on your team, their strengths and weaknesses, and how they fit into the business’ plans for growth.
Interested in taking your CRM to a new level? Blast off with a demo from Lunar and discover the power of a bespoke CRM tailored to you and your team. Get in touch for details!