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Customer Management
What is Customer Management?
Customer management is comprised of the processes and procedures your organisation uses to manage relationships with both existing and potential customers.
A number of different processes and procedures might be useful in this instance.
For example, a customer onboarding process would make the user onboarding process streamlined and consistent.
All these procedures and processes detail the steps each customer is taken through in different scenarios.
Why Is It Important To Have A Successful Customer Management System?
Tracking these processes and procedures provides your organisation with detailed insights into the behaviours of your customers.
Customer management therefore enables you to effectively adapt your operations and ensure you are providing the best service for your clients.
Effective customer management will help your organisation build and maintain better relationships with your clients, and ultimately encouraging customer loyalty and retention.
What Is A Customer Management Compliance Pack?
Our compliance packs are collections of free process templates which are free to download!
Each compliance pack has a number of relevant templates which are designed to help you with your business processes.
They have been designed using Jomo247’s process workflow designer.
To use these workflows and automate them to streamline for your business, book a software demonstration today.
How can Jomo247 help you with Customer Management?
- Optimise communication with your customers by inviting them to your Hub.
- Control what information they can access with permissions.
- Track the progress of customer complaints and their ensuring corrective actions
- Allow customers to directly upload their feedback with supporting photographic evidence.
- Automate customer onboarding with our workflow template builder.
- Communicate with customers and focus the conversation through the task comments section.
- Create and maintain documentation with separate tasks for each unique customer using forms.
- Display commitment to customer satisfaction by evidencing how your processes and products improve.
- Create and send important forms to customers e.g. Feedback Forms, Questionnaires
Our Free Templates and Resources for Customer Management
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