CRM for beginners

Surely if you are reading this article it is because you are interested in getting the most out of the data you can extract from your customers.
But before you start… Do you know what exactly a CRM is?

Behind the acronym “CRM” are the following terms“Customer Relationship Management”.
In other words, business practices and strategies that serve to analyze interactions with our customers.

Therefore, it is about a collection of information from all points of contact with the company to achieve 360° management of sales, marketing and customer service.

What will we get with all this data?
Thanks to this type of modules we can anticipate your needs and desires, increase sales and customize customer acquisition campaigns.

But first of all, we are going to distribute this tool in four sections: Summary, Tasks, Funnels and Tags.

In this first tab you will be able to see, in a very simplified way, an extract of the occupancy of your center taking into account the sessions you offer and the bookings made per day or per month.

The following information about your users will then be displayed:

With reservation: Customers who have a reservation for today.
They are in queue: Users waiting for a drop in one of your classes to fill a vacancy.
They owe money: Customers with a reservation for today and who have a sale pending payment.
Birthdays: Notifies you of your customers’ birthdays so you can congratulate them.

In addition, you can also view the total number of customers with active quotas, available balance, unused balance, unreserved and active.

Finally, so that you don’t miss anything, you can also consult the latest funnels and the most urgent tasks to be completed as an extract.

So that you don’t have to resort to WhatsApp to communicate with your team and co-workers, TIMP’s CRM module has this window where you can assign tasks to each of your workers.

From this section you can indicate the objective of the task, provide details, assign it to a colleague, set a due date and configure a warning so that no one forgets any task.

Once you have created a task, it can be classified as follows:

Assigned: Tasks that have been assigned to you and therefore must be completed before they are due.
Created: You will be able to see the tasks you have assigned to a colleague and supervise those that are still pending.
All: A complete list of the volume of work to be performed is displayed.

But the best part of this section are the reminders, which arrive via e-mail and in the form of a notification through TIMP Express.
So you don’t have to resort to external apps to communicate work-related issues.

For this tool to be one hundred percent affective, you must set goals.

What do you want to achieve with your customers? Depending on your preferences, you can: build customer loyalty, convert, attract, recapture customers who have unsubscribed…

Imagine that a new client requests information about your center, and you offer him a free class so that he can see the potential of your services.
At that moment you must organize this process by phases and days to control how long it takes to achieve this conversion.
That is, the process your customer goes through:

Interest – Test performance – New customer – Customer not interested

In addition, for maximum efficiency, you can assign a professional to follow up this procedure and add comments to facilitate the management.

The purpose of tags is to segment your customers by interests, tastes, pathologies…
With this option you will be able to create and share with them personalized information according to their reality.

In addition, once you have assigned your tags to each of your users, you will be able to perform mass actions: download a list, send a personalized notification, etc.