3 ways the right CRM software can help your clients improve customer retention and grow their revenue

It can be hard to remain relevant to your customers. Especially when they have lots on their plate, and your services stop being the obvious answer.

In such situations, you need to create the case for your involvement. And something that is almost always a priority is generating more revenue.

But that can be hard too, you’re not a Sales and Marketing expert. And you don’t want to be. You want to keep doing what you’re doing, but create more opportunity for you to add value to your clients businesses.

In this blog, we’ll share 3 ways to add value to your clients’ businesses and help them get more effective at selling to their existing customers.

  1. Stop your clients from losing customers to their competition.

In today’s world where competition is around every corner, it’s more important than ever to help your clients protect their customers from being poached. After all, just because your client is not talking to their customers regularly, doesn’t mean that their competitors aren’t.

HARMONiQ can help beat your client’s competition out of the way – they’ll thank you for it

Beat your client’s competition out of the way – they’ll thank you for it

The key to effectively nurturing existing customers is sharing relevant information with them. To help your client achieve this, you’ll need to ensure they have a system installed that’s capable of giving them valuable insights into each of their customers to help them create interesting content.

For example, HARMONiQ Business Tuning Software gives users an overall view of what their customers are doing – from orders, to financials, to interactions with their marketing. Once equipped with this, you can show your clients how to use this information to create relevant and meaningful content that will resonate with their customers, and keep in touch more often than the competition.

  1. Help your client better understand their customers, and use that to grow their revenue

By using the information your clients already have about their customers’ purchasing habits, you can help them get the right systems in place to create tailored marketing material that’s extremely specific, and stay on the front foot when it comes to generating opportunities.

The right business management software will capture this key information in one location, make it easily accessible to sales and marketing staff, and actively help you use that information to create opportunities. Does that sound like a lot for one system to do?

A system like HARMONiQ would equip your clients with workflow functionality that integrates financial or operational data with communications and sales. So for example, your clients can easily set up trigger campaigns to automatically send pre-written emails to customers reminding them to re-order stock they may be running out of.

Show your client how to use their customer knowledge to help them sell better

Show your client how to use their customer knowledge to help them sell better

  1. Show your client how to give customers the best possible experience of their brand

With so many sales reps and points of contact in your clients’ businesses, it’s often difficult to ensure that customers have a consistent experience of your client’s brand and company values.

As their adviser, you’ll no doubt be looking for opportunities to help tie in your client’s brand and values into all customer-facing aspects of their business. This might be a challenge since many businesses keep their Operational and Sales and Marketing systems separate – making it even more difficult to ensure a level of consistency across all customer communication.

With an all-in-one platform like HARMONiQ, your client can ensure they maintain a consistent and polished brand presence – because it has an inbuilt integration with Campaign Monitor, a leading Australian email marketing platform. This integration bridges the gap between the day-to-day operational systems and marketing systems. It would allow your clients to create beautiful, custom-branded email templates, and track their customers’ engagement with them in one system.

Help your client make full use of HARMONiQ and Campaign Monitor’s integration.

Help your client make full use of HARMONiQ and Campaign Monitor’s integration.

If you’d like to know more about how you can better use technology to add value to your clients’ businesses, let me know. I’ll organise a quick demo to show you what HARMONiQ is capable of, and I’d love to be able to show you what you can help your clients achieve. You can also call me on +61 2 9542 2000 or email me on drew@micronet.com.au if you’d like to get in touch.

Drew Arthur is the Managing Director of Micronet Systems, and is focused on working with accountants and professional services providers to help their clients tune their businesses by leveraging cutting-edge technology. If you want to help your clients gain further efficiencies within their business while boosting your own revenue, request a demo to see how HARMONiQ Business Tuning Software can make a difference to their business and your own.

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