the guide to customer relationship management

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CUSTOMER RELATIONSHIP MANAGEMENT

with Steve Benson Badger Maps

www.badgermapping.com

the Guide to

CRM

The strategy used by companies to create a continuous engagement with customers to promote customer retention.

Customer Relationship Management

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WHY RELATIONSHIP MANAGEMENT IS SO IMPORTANT?

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Gain valuable feedback from your customers.

1.

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2.FEEDBACK can: Help you create a scalable nurture system.

& Help you determine which part of your model needs help.

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3.Customers can refer you

to other potential

customers.www.badgermapping.com

4.A strong relationship

creates trust, which

naturally leads to a sale.www.badgermapping.com

Instead of a single transactional interaction, the goal of relationship management is to create a long-term bond between customer and company, and by doing so it ensures trust and loyalty, which leads to as solid sales relationship.

Creating a Partnership

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Selling the Experience

… the stronger the customer feels like they can make the sale because they start to trust you and your expertise.

The stronger the relationship with your consumer ...

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Do YOUhave the KEY sales rep QUALITIES

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empathyBuild trust with your

customer, and make sure to act upon their needs.

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patienceUnderstand that your customer needs time to close a sale, so don't try to force it on them.

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leadershipKnow what you're

saying so your client will trust your

knowledge. Deliver the value of your

product.

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Your First Pitch

Engage with your client; this helps you learn about their needs and lets them learn about your value.

It will seem like you aren’t there to pitch your product,

but more so to help them improve their business.

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YOUR

PRESENTATION SHOULD BE MORE OF A CONVERSATION.

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Keep in TouchLike a friendship, let your customer know you

are willing to help them with whatever

they need. - Show you care

Stay connected with them!

Send them a birthday tweet, mail them a holiday card.

Let them know you still exist.www.badgermapping.com

Follow Your Customer Relationship

Strategize an approach for every customer after the check-in so you can continue your relationship.

Post-sales check-ins on your customers let you analyze your customer needs and wants.

Create an account for every customer to keep organized, and contact them every so often.

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Define Your Customer Life Cycle Stages

At different stages of their lifecycle, your customer will have different needs.

Make sure you know where they are at so you can always stay on top of it and help them.

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Use lead generation to generate as any prospects as possible.

1.Be sure your prospect is relevant and will

have a need.After you have located your prospect, keep them in your accounts, even if you haven't met up with them yet. www.badgermapping.com

Hook your clients in with your first pitch, and then show them how you can benefit their company.

2.

Bring customers into

your influence sphere so they can learn more about your product.

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The first sale will get your foot through the door. But more importantly, get your client to see continuous value in your product.

3.

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Always keep your customers in your accounts, and continue selling to them.

4.

Provide them upgrades when able to, and try to cross-sell, as well.

If your customer keeps coming back, your revenue stream will be faster.

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Your customer is your best commercial. Their referrals and testimonies are what will convince others to buy your products.

5.

Keep a good relationship with them, as they are your strongest connection to other prospects.

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Turns out, COMMUNICATION IS IMPORTANT,

- For both your customer and your team

Communicate to your sales team about your progress.

An improved customer relationship will lead to a sale, so maintain steady relationships.

Ensure your data goes through all your accounts to make sure they run through smoothly.

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UNDERSTAND the UNIQUE PATH your CUSTOMER will have TO GO THROUGH during their LIFECYCLE.

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BE AN INFLUENCE

The bond you build with your client is one that is

built on trust and reliance. the customer is relying on

you to pitch the best way to help them succeed.

Be genuine in your product.

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NURTURING

To nurture a relationship, you have to maintain it. Information has to be flowing through at almost all times, whether it is a chance to upsell with a new upgrade or calling them back to see if they need help.

customer relationships

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Your last impression is just as important

as your first, it is what helps your client

want to stay in contact with you.

FOLLOW-UPS

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CALL WITH REASON

Don’t just “check-in”.

It lacks reason and a purpose for them. Wastes both of your time.

The reason for each call is always focused

on helping the customer. Make it

about them.

Tip:

Use their company news to angle your next call.

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A productive FOLLOW-UP:

Summarize your meetings in your follow-up emails.

It will:

Make sure you both are on the same page.

Hold your customer accountable.

Show you listened carefully and are here to help. www.badgermapping.com

Organize Your Contacts

Make sure to pinpoint:● Different needs● Different types● Different times in their

lifecycle.

Organize all your clients so they are easy to search for.

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SAY THANK YOU

The value in a customer

relationship isn’t always based on the first sale.

Post-sales interaction

is important. Be kind, follow-up.

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