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Customer Relationship Management: A 2021 Guide

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As years go on, marketing trends and tactics can fluctuate. However, what will never change is customer experience. In order for your business to remain successful, your clients’ needs should always come first. Customer relationship management, known as CRM, is the perfect tool for ensuring your company-client relationship thrives. In this post we will give a brief overview about CRMs and the benefits of using them.


Our world moves fast and now, clients have instantaneous access to what they are looking to purchase. Thanks to the internet, potential clients could be browsing the web at any point during the day or night. However, your sales associates are not always available 24/7, which is why implementing a chatbot through your CRM system could greatly benefit your business. Chatbots have the ability to direct clients to the appropriate page to find answers to questions and assist clients with certain issues. Furthermore, until a client can speak with a live person this helps them at their time of need.


These days, clients are more likely to seek out self-education than conversing with someone upon the first encounter with your business. This is essential to keep in mind when building or modifying your website. Companies are increasing investments in self-service technologies, and for good reason. According to SelectHub, CRMs give clients and prospects the ability for self-service. Furthermore, 65% of clients prefer using self-service to solve even the simplest issue.

Subscription Model:

Consider implementing a subscription model or renewal service if it fits your business model. This increases CRM because you are putting your client’s convenience first. The more you can save your client both time and money, the more they will rely on you for their purchases. When implementing a CRM, remember that an effective model will record your customers’ contact information while also remembering the details of every interaction.

There are a lot of questions that business owners can ask to ensure they are choosing the correct CRM for their goals. For example, web-based CRMs allow your team to work within the system from anywhere. However, system updates are usually made by the CRM company. While some companies prefer this, some may feel limited by custom requirements. Asking these questions will help with managing ongoing maintenance, set-up, and installation.

What a good CRM can do:

Since a good CRM should remember client information and interactions, ensure that whatever system you choose will log communication with clients. It should track both communication as well as their responses to your sales team. Knowing the history of your clients can assist with expediting their needs. Make sure that your program is customizable. Just as every business model is unique, so too is every business’s approach to sales. Your CRM needs to be customizable to your business model in order to effectively reach clients.  

Lots of web browsing these days takes place on smartphones, tablets, and computers alike. As such, it’s important to ensure your CRM is compatible with all of these devices to ensure that your client is not getting frustrated while browsing your products. Be sure that your CRM is able to report your customers’ experience so that you know what to work on and what to keep the same.

Creative Sizzle can help companies implement an effective customer relationship management system and use it to maintain good customer relations. Contact Creative Sizzle today at (847) 345-6329 or fill out our project form to get the process started.

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