I’m wondering if anyone is using Striven CRM for tracking sales calls for current customers. It looks like the CRM is setup for finding new leads, closing the sale, and then moving on to the next one. We are a service company that doesn’t continually seek new leads, rather we’re trying to maximize relationships with our current customers. I’m looking for a way for our sales team to report weekly sales calls into the CRM to talk about what was discussed and what opportunities might be coming up later with that customer.
There are nearly endless ways to set that up based on your specific needs.
The most simple is to create recurring tasks that create a duplicate task on a schedule, for example, if you want all of your leaf removal customers to get called in August to schedule November leaf removal services.
If you track assets (appliances) for service, you can build these tasks within the asset record to create the tasks for scheduled maintenance on a regular basis.
You can create a workflow based on tasks being completed so that sales follows up after a certain time to ensure the last service went well and to try to sell follow-up products/services.
You can create a specific workflow just for sales that schedules a yearly/monthly/weekly check in call automatically and create custom fields that need to be completed before marking the task ‘done’ to get reportable data for a sales manager to ensure the staff is asking all of the right questions.
It all just depends on your need and your staff’s comfort with a certain level of granularity to record keeping. You can get bogged down by too much micromanaging in a system like this, but having the visibility for a manager to see when contact is made is crucial.
Most of our customers are for one time projects but I think the method we use could be useful. We have an opportunity with that customer and have a workflow that sends out an email on the follow up date to the assigned person. We have another workflow that sends an email with the follow ups that are past due. The filter is set so once an opportunity is marked complete or canceled it doesn’t send them. We add a discussion in the opp everytime we reach out to the customer or them to us. There are probably lots of other ways as well!