Benefit N ° 1 – CRM M&A : Quality customer follow-up

Collect & organize data relating to customer interactions

There is a lot of talk about customer quality, but is it really necessary? In the following lines we will briefly explain this to you. Without further ado, let’s get started!

Building good relationships and following up on prospects and customers is crucial to acquiring and retaining customers, two imperatives at the heart of the CRM function.
Let’s discover 2 Salesforce features that enable it:

1. View your activity history in the activity timeline

CRM timeline

It’s like a centralized activity control point for everything related to the records you are viewing.
All calls, questions, negotiations and interactions of prospects and customers are recorded and accessible to the entire team through a contact management system. This allows the sales and customer service teams to be more efficient in terms of follow-up, progress of cases and customer history.

In addition, you can view reports and dashboards on your interactions with customers and prospects. And also set up alerts like neglected accounts.

2. Integration of information collected on social networks including LinkedIn

Salesforce / LinkedIn Synchronization

With the integration of social networks and contact management,
it is easy to know who knows who, who is talking to whom, who are the key players and influencers to contact and thus get an idea of ​​who will be able to do the presentations.

Salesforce / LinkedIn Synchronization is a feature that allows Sales Navigator to associate LinkedIn profiles (members or companies) with leads, contacts, and accounts in your CRM.

Finally, to build customer loyalty, we must focus on a customer-driven market. What do they expect from us? How do we meet their needs? How can we achieve customer quality? With the facilities offered by CRM it is possible to achieve success and provide a decent service for all.


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About Asklogix

Asklogix is a CRM software vendor, based on the Salesforce platform, designed for Financial Services.

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