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The Smart Way to Manage Customer Relationships

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Customer Relationship Management is all about building long-term profitable business relationships with your customers. Today many companies are using CRM software to store basic information about their customers such as the customer name, address, telephone, fax, e-mail, and size of their organization. These systems also store notes and most allow you to capture some unique information using customer fields. This information can be shared among people throughout the organization if they are granted access to the data. What is missing in this scenario is vital information that enables the sales, service, or administrative staff to quickly and efficiently address customer inquiries and provide valuable service.

What is this vital information? It starts with a graphical organization chart that clearly identifies who you are interacting with and what their role is in the organization. This allows you to react immediately if you require sales or customer service assistance to address the inquiry.

Use an Organizational Chart to identify Decision Makers

Automated Organization Chart

Second, is the ability to rank and color code your customers based on their value to your business. CRM software should allow you to capture more about your customers, for example:

Is this a large, medium, or small customer?

What volume of product or services do they purchase each year?

What level of support does this customer require?

Have we developed a strong relationship with this customer?

Is this a highly profitable customer?

What is the potential for future product sales?

While there are a myriad of CRM software programs to choose from today, only one offers this level of functionality for managing customer relationships. That product is Commence CRM. Commence enables you to create specific questions that will help you to determine the value that each customer delivers to your business; red for your top producing customers that have significant value to your business, yellow for intermediate customers and blue for those that may not be as profitable as you wish or have a limited potential for growth.

Commence CRM customer management dashboard showing account scoring

Commence CRM Account Management Example

Commence CRM has taken account and customer management to a completely new level, even surpassing industry giants Microsoft Dynamics CRM and Salesforce.com and at a fraction of the cost of these solutions. To learn more, call Commence sales at 1-877-266-6362 or visit www.commence.com to get a trial copy of Commence CRM.


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