The Customers Feature in Track-New service CRM software streamlines the process of handling customer data, ensuring an efficient and organized approach to managing client relationships.
Customers Feature How its Works?
Here’s a guide on how to effectively use this feature Track-New service CRM software:
1. Creating a New Customer
- Access the Customer Registration Form: Click on the “Register a Customer” button to open the customer registration form.
- Enter Personal Details: Fill in the required fields such as the customer’s first name, last name, primary contact, and email address. Additional fields like secondary contact can be filled out as needed.
- Add Additional Information: Expand the tabs for Birth & Anniversary, Business Details, Address, Category, and Notes to add comprehensive information about the customer. This helps in personalizing communication and managing business interactions effectively.
- Save the Details: Once all the required information is filled out, click the “Save” button to store the customer’s details in the system.
2. Editing and Viewing Customer Details
- Search for a Customer: Use the search functionality to quickly locate a customer by their name or contact information.
- Edit Customer Information: Click on the customer’s name to open their profile. Make any necessary updates to their personal or business information. Ensure that all changes are saved by clicking the “Save” button.
- View Customer History: Review the customer’s transaction history and interaction records to get insights into their purchasing behavior and past communications.
3. Maintaining Customer Dues and History
- Track Customer Dues: The system allows you to keep track of outstanding payments and due amounts for each customer. You can set reminders and follow up on payments to maintain a healthy cash flow.
- Maintain a Detailed History: Keep a record of all interactions, purchases, and service requests in the customer’s profile. This comprehensive history helps in providing tailored services and understanding the customer’s needs better.
Track-New service CRM software to use By effectively utilizing the Customer Management feature, businesses can enhance their customer service, ensure efficient data management, and foster stronger relationships with their clients.