How to Use Online CRM Best Practices to Improve Client-Onboarding?

1. How to use CRM best practices to improve client onboarding? SalesBabu CRM For Small/Medium Size Business & Startups M: +91 9611 171 345 Email: sales@salesbabu.com

2. What is client onboarding? Client on-boarding is a process of bringing a new client to your business which in turn creates an opportunity to build a good relationship and start a project on the right foot. M: +91 9611 171 345 Email: sales@salesbabu.com

3. Importance of client onboarding • Satisfied and happy customers • Increase in clients • Reduction in churn rate • Increase in revenue and brand image M: +91 9611 171 345 Email: sales@salesbabu.com

4. Use CRM to improve client onboarding 1.Follow up When your clients first start using a new service or software they are bound to face a few questions and difficulty. So, follow up your clients on a regular basis and keep a check on the inconveniences (if any). When you put in efforts to make them feel comfortable it will create a bonding of trust between you and your client. M: +91 9611 171 345 Email: sales@salesbabu.com

5. 2. Know the present trend! As a service provider you must be familiar with the present trends and topics related to it. Intimate your clients about tips and tricks of your industry in order to make the user experience much smoother and better. Online articles, webinars are the best way to go about. M: +91 9611 171 345 Email: sales@salesbabu.com

6. 3. Do not just sell features, sell your stories You might have the best and latest features or your service may be the best of all, yet your customers are much interested in stories. Selling your success stories is a great way to generate trust and work performance in your clients. Create case studies about a few projects that you had, had before. And provide the information regarding the problem and how a solution was provided by your business concern. Make them understand the fact that your service or software can help them achieve their organisational goals at the end of all. M: +91 9611 171 345 Email: sales@salesbabu.com

7. 4. Talk to your churned client There will be clients who used your software or service but were not willing to continue using your service. Don't you think you need to know why? Yes, you need to know why they stopped using your service or software. By doing so you will understand your client’s expectations and requirements. And these reasons will help you improve your services. Basically, mails are a standard form of asking your clients, on what went wrong? M: +91 9611 171 345 Email: sales@salesbabu.com

8. 5. Customer feedback is a must Your customers might have had the best experience or the worst, but when you are connected with your customers you can listen to them. Your loyal customers will have specific expectations from you and when you tend to improve yourself through their feedback, they will remain loyal to you and it also creates a bond of trust between you and your customers. Focus on suggestions that can be implemented and if any of them simply cannot be implemented then let your clients know about the valid reason to it. M: +91 9611 171 345 Email: sales@salesbabu.com

9. 6. Good communication is a key to success Your clients are keen to observe and learn more about your software or services in the initial days. They are open to ideas and discussions and explore new features and benefits. With a good communication strategy you get an opportunity to listen to their expectations and requirements, you can also suggest solutions if required. Thus, communication at the right time can help you retain them and satisfy them as well. M: +91 9611 171 345 Email: sales@salesbabu.com

10. Many Businesses trust Salesbabu, including M: +91 9611 171 345 Email: sales@salesbabu.com

11. All Right Reserved © 2007- 2019 SalesBabu Business Solutions Pvt. Ltd