Create a recommendation system

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Customer management improves customer experience, and satisfied customers are much more likely to become brand advocates. Your customers already love you. Why not incentivize them to share that love with their friends?

Word-of-mouth referrals are an effective way to get more high-quality customers, but they don't come with any incentive for the referrer. Encourage more leads by creating a formal referral program. Offer attractive discounts, coupons, or freebies to successful referrers and watch the leads roll in.

Remember to track all referrals in your CRM. Over time, the data will tell you which customers communication directors email lists are your biggest advocates.

9. Measure your customer metrics
clickUp Goals Function

Track your goals down to the most essential KPIs and automatically get detailed views of your progress

It’s one thing to think you’re doing well, but quite another to quantify your successful attempt in numbers. Customer management is all about data, and you need quantifiable metrics to know if your customer management strategy is paying off.

44 % of companies say customer service is their main differentiating factor. The margin for error is slim, so if you're not already tracking your customer metrics, now is the time to start.

Any CRM worth its salt will track critical customer management metrics such as:

Average transaction size
Net Promoter Score (NPS)
Turnover rate
Customer retention rate
Customer lifetime value
Qualitative feedback is also important. Record all customer feedback and survey responses in your CRM to see qualitative information alongside the numbers. This will give you a better idea of ​​how well you are doing in customer management.

10. Celebrate victories
It may feel awkward to celebrate your successful attempts, but when you work hard, you deserve to brag a little about it. When you meet (or exceed) a client's expectations, celebrate!

This is great for your own team's morale, but it also shows the client that you're genuinely happy for their successful attempt and care about their results. Plus, it gives them a little hit of dopamine that makes them eager for even more results.

Celebrate your customers:

Sending a card signed by everyone who works on your account
Emailing the client a personalized "congratulations" graphic
Visualizing your correct attempt on your next progress report
Scheduling an in-person meeting
Boast your achievements on social media Present them in a case study !
Plus, many customer management tasks are ripe for automation, so you get more customer touchpoints with less manual effort.

5. Build your brand image
In business, reputation is everything. It won't happen overnight, but consistently doing a good job will make your company an industry expert.

If you consistently meet (and exceed) your customers' expectations, you'll earn the trust of your existing customers. People are talking, so it's only a matter of time before word spreads and you'll have an edge over the competition and start winning new customers.

It's worth noting that reputation is something you earn, so your competitors can't copy your brand image.