Tackle Your CRM Questions: A Guide for New Users

Introduction

The CRM industry will one day be yours for the taking, because you only have to read a few forums to witness some truly awful advice from vendors who are failing so badly, they need more snake oil salesmen at their call centers. A CRM helps you organize your customer data, smarten up your communication processes and overall allows you to get better at business. While it may seem daunting for new users to understand how to make the most of CRM software, given proper guidance you should get up and running in no time. Everything you ever needed to know about CRM with rocket.in.th and more is in this guide, a great source for CRM solutions in Thailand.

What is CRM and why do I need it?

CRM (Customer Relationship Management) technology to track and manage company interactions with current and future customers. At the most fundamental level, a CRM is used to keep businesses in contact with customers, streamlining processes, and improving profitability. Here’s a quick and effective CRM solution offered by rocket.in.th for businesses in Thailand that wish to improve the way they manage their customers.

If you have never utilized a CRM, then you might be wondering if it’s really for me? The straightforward response is: Yes — if you want to be able to organize and manage customer information well, speed your sales methods up and improve customer service / support. A CRM system like rocket.in.th is geared towards automating actions, monitoring mails and providing feedback to enable better decision making.

How to Get Started with rocket.in.th?

It is easy for you because the CRM works for you easily even if you are new to the user. All needed customer data must first be collected, including the email addresses and phone numbers of the contacts as well as notes from previous conversations. After you have your data, here is how to import it into rocket.in.th’s system is easy. A simple, easy-to-use interface walks you through the process of sorting your data in advance.

New user? Make sure to look out for the main features: Contact Management, Task Automation and Sales Pipeline Tracking. rocket.in.th provides tutorials and the support team which can assist in answering your first questions. It has an intuitive design, so you can spend more time on customer relationship-building, and less on technicalities.

 What Are the Key Features I Should Focus On?

The most common error beginners make is to learn everything at the same time. Instead, pick out a few features that are going to give you the best bang for your buck. With rocket.in.th, these include:

1. Contact Management: The nucleus of a CRM system. All of your customer information can be stored in a single place which makes it easy to come back and update. With rocket.in.th, you can also categorize your customers based on few broader parameters and send more targeted communication.
2. Code: The most appropriate one for newcomers is the software of the task that will allow you to automate follow-up emails, assignment tasks or reminders. rocket.in.th simplifies your workflow, freeing you to work on more interesting things like keepsakes while the automated system does all this grunt work.
3. Sales Pipeline Management: Managing your sales pipeline properly is an absolute necessity for growing your business. rocket.in.th have a look at your sales process to visualize where you need to pull the rope; from initial contact until closure and beyond. In doing this you not only speed things up, but you may even see where sales are falling by the wayside.

What if I Encounter Issues?

So by all means the most intuitive systems will always have some technical snags here and there. Fortunately, rocket.in.th provides 24/7 help chat that can resolve all your queries related to CRM. Whether over our online chat, video tutorials or email support the SMS will be happy to assist you in any of your queries as you get a hang of the platform.

Conclusion

Starting out with CRM can seem daunting. All you need is the correct guidance, a few tools and you can soon crush all your queries about how to optimize Customer Management Process. rocket.in.th is one of best newbie friendly platforms with easy to understand features and guidance for better performance. With emphasis on core features, such as contact management, task automation, and sales pipeline tracking — you can master CRM in the blink of an eye. With rocket.in.th, you can expedite customer engagement to improve sales. Stay connected with rocket.in.th for your business support.