Customer data is an important asset of an enterprise. It can help salespeople understand customers and improve sales conversion rates. However, those customer data that are not accurate and complete will affect sales performance. Therefore, many companies use CRM customer management software to manage customer data. Let me talk about how to enter customer information in CRM software?
1. Choose CRM software
There are many kinds of CRM software on the market. Enterprises should choose a CRM system with suitable functions and prices according to their own needs. After the CRM system is launched, the enterprise needs to open an account for the salesperson, and then they can access, enter and manage customer information at any time, whether through a computer or a mobile device.
2. Enter customer information
1. Manual entry
This is the most basic entry method, which is more suitable for a small number of customers. When manually entering, the salesperson should pay attention to keeping the customer information complete, especially some important information, such as basic information such as name, phone number, email address, company name, and additional information such as customer type, status, and stage.
2. Batch import
Batch import is suitable for importing a large amount of customer information. Taking Zoho CRM as an example, organize customer information into table files (such as xls, xlsx, vcf, csv, etc.), and correspond to the fields in the CRM software. Then, select the import function in the CRM software and upload the form file.
3. Website form
Website forms are an automated way to capture information about leads on your website. You can embed it on your official website, landing page, etc. Regardless of the form, it only takes one step to incorporate customer information into CRM for management and generate corresponding lead or contact records.
4. Chat online
This method is suitable for recording the information of potential customers who actively consult. Potential customers will initiate a chat through the chat button on the web page, scanning the QR code of Qiwei, etc. Customer service personnel can obtain potential customers' name, phone number, company, demand and other information during communication, and automatically import them into the CRM software for management.
3. Information check and distribution
After entering customer information, it is also necessary to check, filter and distribute to ensure that there will be no repeated or wrong information, or sales collisions. After duplicate checking, the sales supervisor can distribute the entered sales leads through the distribution rules of the CRM system. Allocation rules can be formulated by yourself, for example, based on criteria such as lead source, region, and demand, and then the data will be automatically assigned to the appropriate salesperson.
The above three steps are the process of entering customer information into CRM software. Using CRM software to enter and manage customer information can not only improve efficiency, but also improve customer quality, so as to obtain more conversions and bring more benefits to the enterprise.