{"id":9757,"date":"2021-10-26T09:30:00","date_gmt":"2021-10-26T04:00:00","guid":{"rendered":"https:\/\/kylas.io\/?p=9757"},"modified":"2023-09-27T17:34:56","modified_gmt":"2023-09-27T12:04:56","slug":"crm-tips-tricks","status":"publish","type":"post","link":"https:\/\/kylas.io\/en\/crm-basics\/crm-tips-tricks","title":{"rendered":"6 CRM Tips and Tricks That Will Make Your Customers Happy"},"content":{"rendered":"\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" id=\"block-5a57b319-e079-4e03-b42e-9697793776b9\">Customer Relationship Management is a crucial process for every business, small or large. With the use of <a href=\"https:\/\/kylas.io\/\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">CRM software<\/span><\/a>, carrying out business functions is easier than ever. However, even with a CRM in place, a lot of businesses still struggle to maintain strong relationships with their customers.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" id=\"block-8a8ac85c-01d0-46b9-bab0-8f9b2f52f1db\">The problem here is not with the CRM they use but how they use them, and more importantly, how they don\u2019t. As for a lot of companies, CRM is only a directory of their customers and their data.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" id=\"block-cbc53bf1-02fe-4d3c-b2c9-fd9d4cd61f48\">However, <a href=\"https:\/\/kylas.io\/sales-effectiveness\/get-most-of-sales-crm-software\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">CRMs<\/span><\/a> are designed to do a lot more than just store data or customer interactions. Companies can actually get a great ROI if they use CRM not as a tool but as a business strategy. And if you leverage it the right way, you can add more value to your sales funnel and get better customer retention, sales productivity, and even improved sales. This is why CRM is now expected to reach more than <a href=\"https:\/\/www.superoffice.com\/blog\/crm-software-statistics\/\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><span class=\"has-inline-color has-vivid-cyan-blue-color\">$80 billion in revenues by 2025<\/span><\/span><\/a>.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" id=\"block-bf6113df-ffbb-4f03-8244-eea9b44ffa15\">Here are 6 CRM tips and tricks you can use your CRM to your advantage.\u00a0<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-ht-block-toc  is-style-outline htoc htoc--position-wide toc-list-style-plain\" data-htoc-state=\"closed\"><span class=\"htoc__title\"><span class=\"ht_toc_title\">Table of Contents<\/span><span class=\"htoc__toggle\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\"><g fill=\"#444\"><path d=\"M15 7H1c-.6 0-1 .4-1 1s.4 1 1 1h14c.6 0 1-.4 1-1s-.4-1-1-1z\"><\/path><path d=\"M15 1H1c-.6 0-1 .4-1 1s.4 1 1 1h14c.6 0 1-.4 1-1s-.4-1-1-1zM15 13H1c-.6 0-1 .4-1 1s.4 1 1 1h14c.6 0 1-.4 1-1s-.4-1-1-1z\"><\/path><\/g><\/svg><\/span><\/span><div class=\"htoc__itemswrap\"><ul class=\"ht_toc_list\"><li class=\"\"><a href=\"#htoc-crm-tips-and-tricks-that-can-help-your-small-business\">CRM Tips and Tricks That Will Make Your Customers Happy<\/a><\/li><li class=\"\"><a href=\"#block-471c4661-033f-4666-a385-22020ba711ba\">How It All Adds Up<\/a><\/li><\/ul><\/div><\/div>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-crm-tips-and-tricks-that-can-help-your-small-business\">CRM Tips and Tricks That Will Make Your Customers Happy<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"block-f7dba0ef-0ffa-4a60-95ea-896efe9b2811\" style=\"font-size:22px\"><strong>1. Track Customer Demand and Meet It<\/strong><\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" id=\"block-7449cb24-f911-492a-ae89-761bd8b53131\">A good CRM tool can help you track and analyze data when a certain product or service is most in demand. For example, gifting options are likely to be more in demand around the holidays even though people buy them in smaller quantities throughout the year.&nbsp;<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large is-resized\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/10\/1-1024x860.png\" alt=\"Track Customer Demand and Meet It\" class=\"wp-image-9776\" style=\"width:256px;height:215px\" width=\"256\" height=\"215\" title=\"Track Customer Demand and Meet It\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/10\/1-1024x860.png 1024w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/10\/1-300x252.png 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/10\/1-768x645.png 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/10\/1.png 1500w\" sizes=\"(max-width: 256px) 100vw, 256px\" \/><\/figure><\/div>\n\n\n<p class=\"has-medium-font-size\" id=\"block-0b275325-4c13-4ece-80d0-6db295d54eac\">Tracking the <a href=\"https:\/\/kylas.io\/sales-effectiveness\/sales-strategy\/demand-generation-101-for-sales-professionals\" target=\"_blank\" rel=\"noreferrer noopener\"><u>demand<\/u><\/a> can help you make the products available to customers when they need them the most. Moreover, having the right product in the market at the right time will not only ensure sales success but will also act as a driving force for your growing business.&nbsp;<\/p>\n\n\n\n<p class=\"has-white-color has-text-color\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\" id=\"block-f4bd7c67-5d06-4929-846a-f331b6742ae8\">How? Having the right inventory available at the right time ensures customer satisfaction. Happy customers may even spread the word in their social circles and bring you,&nbsp;new&nbsp;customers.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"block-df83364a-fd20-4f3c-b242-00c896f384f3\" style=\"font-size:22px\"><strong>2. Recommend Products\/Services Related to Their Recent Purchases With You<\/strong><\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" id=\"block-ee6ee959-16ad-4ecf-b550-e6387c451953\">Use your CRM to track the recent purchases made by your existing clients to boost your sales engine. You can integrate this information with a content management system to send marketing e-mails or messages about other products and services they may be interested in. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large is-resized\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/10\/2-1024x860.png\" alt=\"CRM Tips and Tricks Recommend Products\" class=\"wp-image-9777\" style=\"width:256px;height:215px\" width=\"256\" height=\"215\" title=\"Recommend Products\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/10\/2-1024x860.png 1024w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/10\/2-300x252.png 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/10\/2-768x645.png 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/10\/2.png 1500w\" sizes=\"(max-width: 256px) 100vw, 256px\" \/><\/figure><\/div>\n\n\n<p class=\"has-medium-font-size\" id=\"block-ee6ee959-16ad-4ecf-b550-e6387c451953\">It\u2019s likely that the customer will click on a promotional e-mail that talks about a relevant product and purchase it.&nbsp;<\/p>\n\n\n\n<p class=\"has-white-color has-text-color\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\" id=\"block-f4fc8387-c0ae-4b83-9b20-a1011a288238\">For example, if a customer recently bought a necklace from you, your next marketing e-mail can promote matching earrings or bracelets. <\/p>\n\n\n\n<p class=\"has-white-color has-text-color has-medium-font-size\" id=\"block-f4fc8387-c0ae-4b83-9b20-a1011a288238\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\" id=\"block-f4fc8387-c0ae-4b83-9b20-a1011a288238\">You could even follow it up with a small e-mail chain including tips and tricks for taking care of the jewellery to make it last longer.&nbsp;<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" id=\"block-75bb76de-99b1-43b9-8eb0-40fbdf4eeba9\">Do ensure that you don\u2019t send irrelevant promotional e-mails to them, otherwise, they might unsubscribe from your mailing list altogether. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" id=\"block-75bb76de-99b1-43b9-8eb0-40fbdf4eeba9\">For example, for the above customer, you can automate emails to promote other related products like watches as they are relevant to the search. However, you cannot send your customers promotional offers for art supplies as it is out of the scope of their search.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"block-7dad01a8-4223-4bf3-8ce2-4575d1378a99\" style=\"font-size:22px\"><strong>3. Remind Them of Their Upcoming Appointments or Events<\/strong><\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" id=\"block-41781e6b-ce0e-48ca-823b-255052e2de51\">Events are great to keep your customers engaged, but only if the customers attend them. Many customers sign up for events when you send them an e-mail or SMS. However, by the time the event actually occurs they completely lose track of it.<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large is-resized\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/10\/3-1024x860.png\" alt=\"Upcoming Appointments and Events\" class=\"wp-image-9778\" style=\"width:256px;height:215px\" width=\"256\" height=\"215\" title=\"Upcoming Appointments and Events\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/10\/3-1024x860.png 1024w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/10\/3-300x252.png 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/10\/3-768x645.png 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/10\/3.png 1500w\" sizes=\"(max-width: 256px) 100vw, 256px\" \/><\/figure><\/div>\n\n\n<p class=\"has-medium-font-size\" id=\"block-f21a6b12-4762-4cdf-a509-6a68a551778f\">You can set up your CRM to send your customers timely reminders of the event. However, while doing so, ensure that you don\u2019t send too many reminders as that can be counter-productive.&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"has-white-color has-text-color\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\" id=\"block-6d841150-8c83-472b-a05b-b25ec8ba097d\">This tip is especially useful for the service industry, where the business thrives on customers attending promotional events that sell the core service.&nbsp;<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" id=\"block-a8a59711-0534-44ac-893c-aca969baefd5\">In addition to the above, you can also set up a similar system to remind customers of any appointments they have with you. It can be extremely effective in various consulting sectors such as healthcare, law, finance, or design, where customers look forward to appointments to get the work done.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"block-eb065f2f-5f35-48bf-932e-45f736f2d342\" style=\"font-size:22px\"><strong>4.&nbsp;Celebrate Their Relationship With You<\/strong><\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" id=\"block-b77a06d5-8647-4b5f-ba9c-415b9d11f23b\">Your CRM can help you track how long a customer has been associated with your company. Set up milestones on the CRM and send them promotions or offers to celebrate these milestones.&nbsp;<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large is-resized\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/10\/4-1024x860.png\" alt=\"Celebrate your relationship with your customer\" class=\"wp-image-9780\" style=\"width:256px;height:215px\" width=\"256\" height=\"215\" title=\"Celebrate your relationship with your customer\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/10\/4-1024x860.png 1024w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/10\/4-300x252.png 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/10\/4-768x645.png 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/10\/4.png 1500w\" sizes=\"(max-width: 256px) 100vw, 256px\" \/><\/figure><\/div>\n\n\n<p class=\"has-medium-font-size\" id=\"block-69c49428-e719-4506-9fac-23d23be70d1a\">For example, suppose a customer purchased your products\/services 5 months ago. On the day they complete 5 months with your brand, you can send them an e-mail or SMS with a special offer to join a loyalty program.<\/p>\n\n\n\n<p class=\"has-white-color has-text-color\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\" id=\"block-48091a7c-448a-413e-a675-528fbb572355\">Alternatively, if you are a company that offers products that require maintenance services such as air conditioners or refrigerators, you can provide servicing plans.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" id=\"block-87672bf0-390a-4392-a72b-c5bca9538abb\">Apart from this, you can send them goodies such as chocolates or gift hampers with your products when they complete longer milestones like 3 or more years.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" id=\"block-ed56bf7c-285e-4913-9010-a2a0dff1afe8\">You can set this system up on your CRM for every new customer so that you don\u2019t have to manage each customer individually. Combined with the personalized e-mails and messages, your customer will be very happy to receive timely attention from you.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"block-772cfc1b-80d0-4700-b849-8746e4c2ea02\" style=\"font-size:22px\"><strong>5.&nbsp;Send Personalized E-mails<\/strong><\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" id=\"block-0aa7ca6a-3c87-4f42-8494-0a0d1f278cd9\">Some e-mail services have a feature of adding the recipients\u2019 names to each e-mail, making them extremely personal. You can integrate your preferred e-mail service that has this feature with your CRM so your customers will receive e-mails addressed specifically to them.&nbsp;To make it more personal you can even craft content specific to the customer&#8217;s history with your brand.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large is-resized\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/10\/5-1024x860.png\" alt=\"Send Personalized E-mails\" class=\"wp-image-9781\" style=\"width:256px;height:215px\" width=\"256\" height=\"215\" title=\"Send Personalized E-mails\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/10\/5-1024x860.png 1024w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/10\/5-300x252.png 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/10\/5-768x645.png 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/10\/5.png 1500w\" sizes=\"(max-width: 256px) 100vw, 256px\" \/><\/figure><\/div>\n\n\n<p class=\"has-medium-font-size\" id=\"block-edfbd260-a218-47fe-8d16-1aa3cf283974\">Sending such personalized e-mails help build a personal connection with the brand.&nbsp;<\/p>\n\n\n\n<p class=\"has-white-color has-text-color\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\" id=\"block-9ab27158-c0f5-4742-bb18-1f70a8c3440f\">You can also create e-mail chains with content that your customer would love to engage with, such as short training programs. <\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" id=\"block-9ab27158-c0f5-4742-bb18-1f70a8c3440f\">You can send them updates on the latest trends surrounding the products\/services they purchased to keep them engaged. At the end of such e-mails, you can add links to your new offerings that are available based on these upcoming trends.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" id=\"block-87f2b9cd-d814-4fa2-a52f-90c7571e6ffd\">When customers receive content related to their interests, they are likely to engage with your brand and also recommend it to others with similar interests. It boosts your sales directly along with keeping your existing customers happy and engaged!&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"block-f34f9af2-31cc-47f0-b8ff-3ef2436f69af\" style=\"font-size:22px\"><strong>6.&nbsp;Reach Out on Occasions and Life Events<\/strong><\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" id=\"block-16e54c8c-6d80-423f-a586-4e439b70586b\">One of the simplest things you can do with a CRM is to reach out to your customers via e-mails, SMS, or calls. Make use of this feature to reach out to them on festivals or special occasions.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" id=\"block-87685c16-806d-4881-bf70-10bfeba16a9b\">You already have their contact information, their birth, and anniversary dates, and access to a local calendar to mark holidays or festivals. All you have to do is reach out to your customers on these days with a warm wish and perhaps some limited-time offers or gift certificates.&nbsp;<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large is-resized\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/10\/6-1024x860.png\" alt=\"\" class=\"wp-image-9782\" style=\"width:256px;height:215px\" width=\"256\" height=\"215\" title=\"Reach Out on Occasions\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/10\/6-1024x860.png 1024w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/10\/6-300x252.png 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/10\/6-768x645.png 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/10\/6.png 1500w\" sizes=\"(max-width: 256px) 100vw, 256px\" \/><\/figure><\/div>\n\n\n<h4 class=\"wp-block-heading has-vivid-cyan-blue-color has-text-color has-medium-font-size\" id=\"block-79a20e1d-1532-49e1-95a6-b6b793f17536\">You can reach out to them on the following occasions:&nbsp;<\/h4>\n\n\n\n<p class=\"has-white-color has-text-color\">.<\/p>\n\n\n\n<ul class=\"has-medium-font-size\">\n<li>Birthday&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"has-medium-font-size\">\n<li>Anniversary&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"has-medium-font-size\">\n<li>Festivals (Halloween, Christmas, New Year, and other holidays)&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"has-medium-font-size\">\n<li>National holidays&nbsp;<\/li>\n<\/ul>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" id=\"block-e66c1d01-0392-4642-97c2-23238edff618\">A simple gift voucher or discount coupon to be used on these occasions can go a long way in keeping them loyal to your brands. It\u2019s also good for sales since they\u2019re likely to shop more when they\u2019re getting discounts.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"block-471c4661-033f-4666-a385-22020ba711ba\"><strong>How It All Adds Up<\/strong><\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" id=\"block-246fe352-8c0a-40bf-8ca2-0492bea6a86e\"><br>Customers love when companies give them personalized treatment and engage with them on the things that they like. CRMs can help businesses do this.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" id=\"block-246fe352-8c0a-40bf-8ca2-0492bea6a86e\">When you use CRMs like&nbsp;<a href=\"https:\/\/kylas.io\/\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">Kylas<\/span><\/a>, it not only becomes more than just a directory of customer data, but you can make a world of difference to the customer service you provide.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" id=\"block-230b8840-3556-436e-95c0-13b7a0a1e927\">It reflects directly in how happy the customers are to continue buying from you instead of going to your competitors.\u00a0Your customer retention will get an exponential boost and you build a strong, loyal and reliable customer base for your business. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" id=\"block-f35dfcee-f2ab-485c-b32c-d897c7813806\">The CRM tips and tricks like personalizing your communication, sending warm wishes on special days and festivals, sending timely reminders, celebrating milestones, recommending interesting products, and always meeting their expectations can tell your customers you care.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" id=\"block-a0ad4cf4-47a8-4b8e-a972-aa3539d2ad95\">And when they see that you care about them, they are happy to continue their relationship with your business.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Customer Relationship Management is a crucial process for every business, small or large. With the use of CRM software, carrying out business functions is easier than ever. However, even with a CRM in place, a lot of businesses still struggle to maintain strong relationships with their customers.&nbsp;&nbsp; The problem here is not with the CRM &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/kylas.io\/en\/crm-basics\/crm-tips-tricks\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;6 CRM Tips and Tricks That Will Make Your Customers Happy&#8221;<\/span><\/a><\/p>\n","protected":false},"author":23,"featured_media":14629,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"ub_ctt_via":"","footnotes":""},"categories":[6],"tags":[4,157],"acf":[],"featured_image_src":"https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/10\/PB-Banner-Guide-Images-ONLY-1-1.jpg","author_info":{"display_name":"Shagun Sharma","author_link":"https:\/\/kylas.io\/en\/author\/shagun"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>CRM Tips and Tricks That Will Make Your Customers Happy<\/title>\n<meta name=\"description\" content=\"Using CRM efficiently can help in better customer retention, customer loyalty, and improved sales. Read CRM tips and tricks to know more.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/kylas.io\/en\/crm-basics\/crm-tips-tricks\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CRM Tips and Tricks That Will Make Your Customers Happy\" \/>\n<meta property=\"og:description\" content=\"Using CRM efficiently can help in better customer retention, customer loyalty, and improved sales. Read CRM tips and tricks to know more.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/kylas.io\/en\/crm-basics\/crm-tips-tricks\" \/>\n<meta property=\"og:site_name\" content=\"Kylas Growth Engine | Sales CRM Software for Small businesses\" \/>\n<meta property=\"og:image\" content=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/10\/PB-Banner-Guide-Images-ONLY-1-1.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1024\" \/>\n\t<meta property=\"og:image:height\" content=\"768\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Shagun Sharma\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Shagun Sharma\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"8 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"CRM Tips and Tricks That Will Make Your Customers Happy","description":"Using CRM efficiently can help in better customer retention, customer loyalty, and improved sales. 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