CRM is the abbreviation of customer relationship management, which can help enterprises manage sales, marketing and customer service, improve management capabilities, and obtain more benefits. So, what is a customer in a CRM system? How to quickly collect customer information ? Let's talk about it below.
1. What is a customer in CRM?
Different types of enterprises have different meanings of customers. Customers of B2B enterprises can be understood as enterprises, while customers of B2C enterprises are individual consumers. In the Zoho CRM system, customers can be divided into various types according to their purchase intentions, namely unintentional customers, potential customers, transaction customers, repeat purchase customers and so on. No matter what type of customers, CRM system can help enterprises manage customers, establish and maintain long-term and stable relationships, improve customer satisfaction and loyalty, and bring more benefits to enterprises.
2. How to quickly collect customer information?
If you want to quickly collect customer information through Zoho CRM, you must first clarify the purpose of collecting information. Generally speaking, the purpose of collecting customer information is to better understand the needs of customers, so as to provide products and services that are more suitable for them, and to achieve quick transactions.
There are several ways to collect customer information:
1. Online questionnaire:
Send online questionnaires to customers or fill in forms through social media, email and other network platforms to collect basic information from customers.
2. Telephone communication:
Communicate directly with customers by phone to collect customer details and needs.
3. Online communication:
Embed a live chat tool on your website to collect information about every website visitor during communication.
4. Offline activities:
Through offline venues such as exhibitions and events, collect customer business cards or conduct face-to-face communication to collect customer information.
Gathering customer information is not a one-time job, but an ongoing process. In order to keep the data in the CRM system tidy, it is necessary to organize and update the collected customer information regularly, delete invalid and duplicate data, supplement missing and changed data, and maintain data accuracy and timeliness.
In short, customers in CRM can be divided into corporate customers and individual customers according to different types of companies. Through various channels of the CRM system, customer information can be collected effectively, helping enterprises manage customers better and increase revenue.