A software solution that helps small business manage customer connections to build more sales.

 

What is your customer experiencing?

by Sean on May 13, 2010

As a consumer that’s been in the workforce for over 20 years I am sad to report that over 90% of my experiences making a purchase are negative.

I don’t think I ask for much.

I ask three things:

  • I like to be warmly acknowledged at first contact,
  • I want my questions answered and
  • I like to be thanked for spending my hard earned money.

These are the basics in customer service and many businesses are missing the mark on one or all three of these steps.

Let me expand a little here on why I believe businesses are not accomplishing these three simple steps.

Your business, of course, is not included in the above statement… or is it?

You should ask yourself these questions:

  • Does your customer service staff have clear direction on your policies and procedures for customer service satisfaction?
  • When is the last time you expressed to your team your expectations of how they are to treat your most valuable asset – YOUR customer?
  • Are you meeting with your team on a regular basis to discuss customer service standards? It is a great way to gently remind everyone why we are here (hint: to give the customer a positive experience during the buying process so they want to return)?

Here are a couple of stats that will reinforce your concerns in keeping your customers:

1. It costs anywhere from 5 to 8 times more to gain a new customer as opposed to retaining your customers. When you consider the cost of sales people, advertising, Internet marketing, etc. to attract new customers this becomes obvious.

2. 68% of customers will stop using your services or fail to return if they feel unappreciated. This is the number one reason businesses lose customers.

Based on these statistics, it is obvious your business needs to place an equal emphasis on keeping existing customers as gaining new ones.

Here are a couple of opportunities for going above and beyond your customers’ expectations.

Follow up

It blows me away how few businesses actually follow up with their customers after they have made a purchase.

In the last 5 years I can only recall two follow up calls from vendors asking me if I was happy with my purchase and confirming that all was well.

The first was about my car purchase (the dealer manager) and the second was about my house (my mortgage broker).

Sure, I understand both of these are big dollar purchases, but does that really matter?

Should I be treated any differently if I am making a purchase of a lesser value? To me, the answer is a clear, “No”.

I’m not saying you have to phone every customer every time they buy something. That’s not practical and it’s likely annoying to the customer. However, what I am saying is that if you make contact with a first-time customer after their first purchase it will not only impress them it will blow them away.

Here are some other ways you can exceed customer services expectation:

Keep in touch

Making contact with your customer on a regular basis can help you build a long-lasting relationship. This can be done over the phone, by e-mail with a newsletter or thank you note, even through snail mail for a birthday greeting.

Continue to understand your customers’ needs

Your products and services must be a reflection of your customer wants and needs. Stay up to date with what your customers expect from you. This can be done through customer feed back forms (in-house or online) or through a simple customer e-mail survey, perhaps with a draw prize incentive for customers to fill out the form.

Appreciate your customers

You can never thank someone enough – if it is sincere. A “thank you” can go a long way. Tell your customer in person or by phone, e-mail or regular mail:

“Thank you for your business. I appreciate having you as my customer.”

Stay competitive

Make sure your services have value. You don’t have to lower your prices when your competitors do, but make sure your customers know that you are worth the extra money. This can be done through consistent contact with your customer reinforcing why your company is the right choice for them.

Managing your customer experience will translate into a strong client base that will happily refer your business.

How are you handling customer contact? Do you simply get the sale and move to the next customer? Do you have a policy of customer follow-up and follow-on? If your existing customer base is the best source of new customers, what are you doing to ensure and on-going conversation with your customer?

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Qasper and customer communication

by Fred on November 22, 2009

It’s vital that customers have open and easy channels to access your company and its people.

Scattered solutions in non-integrated systems are typically the ways SMEs handle this, but we think Qasper has something better and easier for you.

Although Qasper is certainly a business information environment, its functionality extends to provide both interactive and social elements.

Those elements tie into your central database and Qasper’s CRM functionality and significantly enhance your sales and marketing capability.

I’ll start by highlighting some of the ways you can interact with customers and others:

Email

Of course, customer communication is critical and Qasper provides a complete email system to interact with customers. In addition to Qasper’s built-in email system, Qasper automatically maps sent and received emails from Outlook into Qasper and directly to the customer’s contact record. Qasper then counts them into your day’s emails on your Home page for quick access.

And, of course, whenever you bring up a customer’s contact record, all the activities, including emails, are a click away, fully sortable and filterable to meet any specification.

Help Desk and Call Center

Through Qasper’s Help Desk, inbound customer calls, queries and issues can be centrally located, tracked and managed. Tickets can be escalated as needed, or cloned into any record type: callback, reminder, to do, message, etc. so it’s quick and simple to move and track requests through the system. [click to continue…]

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Managing information in a connected world

by Fred on November 12, 2009

We’ve written about this before, but I think it’s worth a repeat…

Today’s typical employee is significantly more computer savvy than even just 2 years ago, thanks in a large part to social sites like YouTube, MySpace, Facebook and Twitter, along with Google, the premier information search engine.

Newspapers are closing as the transition to customized news over the Net becomes more available. People are turning to the Internet as their prime information source. Blogs are becoming the way of providing information and opinions. RSS feeds from companies rapidly disseminate information to the world on the company’s events and products.

Today, the majority of the working population are more than just email-capable; they are now quite computer literate. They use search engines to investigate issues and products, they commonly access retail web sites for pricing and product information, they buy over the Net and peruse and participate in forums in their search for answers and information.

As a result, they come in contact with a lot information, some of which can be very valuable to the company they work for. Equally important, they understand the benefits of connected environments and more readily accept computerization in their workplace.

These are huge changes in our society. [click to continue…]

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Champagne CRM on a beer budget

by Fred on November 3, 2009

Is there any such thing out there?

Information solutions fall into these categories:

- specific group focus (typical CRM)
- analytical business intelligence for specific users (BI solutions)
- periodic event handling (bulk email, campaigns)
- document management, time recording
- internal communication and messaging (IM)
- office production and financial accounting (word processing, accounting)

Here’s an ideal information solution for the SME:

… designed specifically for the SME (Small and Medium size Enterprise)
… has a fair cost that encourages, rather than penalizes, additional users
… provides complete and private control over data: no commingling with other businesses
… includes modules that extend its usability throughout the company
… enables and promotes internal communication and collective collaboration
… provides customer communication tools
… can be accessed from anywhere, any time
… goes beyond traditional, linear CRM to include CEM and Social CRM capability
… incorporates fixed and customizable reporting and querying
… handles multi-phase marketing, email, phone and paper campaigns
… syncs with Outlook and external devices
… is highly customizable and provides granular control to the user

When I envisioned Qasper, my passion was for the small business, since that was where virtually all of my years as a consultant, accountant and application developer were spent.

I wanted a product that filled in the holes for the typical small business; that covered not only all of the sales and marketing needs, but went beyond that to provide a complete, centralized information management system that encouraged teamwork, collaboration and the pursuit of common goals.

As we designed Qasper, my team and I focused on three key issues: [click to continue…]

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How culture affects sales

by Fred on October 27, 2009

During our development phase, as we saw Qasper evolving into a cohesive set of modules that touched many more areas in an SME than just the sales group, we began to see what culture in an SME is all about, and how people working together can truly transform the way a company does business.

I’m not talking about the “rah, rah, let’s do it!” approach of some companies, but rather the quiet and forceful impact a unified approach brings, and the effect is has on the bottom line. As I discuss a bit further on in this post, that unification brings culture, and along with culture comes synergy.

A typical business is segmented into groups or units (departments) and levels (hierarchies) that each seem to have their own culture; their own network; their own meeting places. Often, the only time they all come together is at the annual Christmas party.

Taken together, the effectiveness of each unit and level defines the company as a whole.

Fundamental, right? A lot of the time it produces great results.

But I’m talking about going the next step, beyond that typical structure.

Introducing synergy [click to continue…]

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Preparing for Social CRM

by Fred on October 20, 2009

You may have come across the term, SocialCRM, and wondered how it applies to you as a small business. Well, there’s three possibilities:

  • it does apply to you or,
  • it DOES apply to you or,
  • IT DOES APPLY TO YOU.

The first possibility is that, sure, it has potential for you but it’s not at the top of your priorities. The second has some urgency and you should be paying close attention to its development. The third screams, “YES! you need to do it! Now! Don’t delay!”.

The impression I get from a lot of the reading is that we all fall under the 3rd possibility.

Sorry, but that’s simply not so. SocialCRM is the “CRM du jour” and eventually it will take its rightful position in the scheme of things vis-a-vis CRM and Customer Experience Management.

It’s like any of the Entertainment TV shows where the focus is the latest drug-addicted movie star who stays in the limelight until another one comes along.

As always, you have to carefully pick your areas of focus for sales and marketing.

So don’t let SocialCRM pundits who proclaim death to businesses that don’t jump on board. It just ain’t so for many SMEs. [click to continue…]

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Do you have a customer database?

by Sean on October 16, 2009

As the Business Development Manager at Qasper, over the course of a year, I’m in touch with hundreds of SMEs. I’m constantly impressed how few respond positively to the question, “Do you have a customer database?”.

With so many, the response is often,  “Yeah, I know I need one”, “I sort of have one” or “I’m working on it”. 

The thing that’s shocking to me is that a lot of these companies have been in business for many years. Had they been capturing their customer contact information right from the start they would now have the most important fundamental to help drive their sales.

For years, companies of all sizes in every industry have searched for ways to discover the truth about their customers.

More often than not, businesses simply can’t answer the simple questions: [click to continue…]

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Let me count the ways

by Fred on October 16, 2009

When you set out to develop a versatile, multi-person solution for business, one of the difficulties is ensuring that specific groups within the environment have everything they need to do their job. Otherwise, your product becomes a jack of all trades – master of none.

In addition to specialized software, most SMEs have a couple of basic software needs: accounting for financials, CRM for sales development and tracking, email for communication and various office products (Word, Excel).

Recently, since Qasper includes CRM as part of its solution, we were asked about some sales fundamentals in Qasper, specifically:

 … what we are looking for in a CRM: We need to be able to track leads to accounts, create opportunities for each account and build a pipeline from this. Assign accounts and tasks to account manager’s. Be able to track marketing campaigns etc.

These are the key basics of effective sales management in CRM – get the customer info, define the value, set up tracking, message the prospect. Ultimately, build a relationship, sell and service the customer.

Whether you are dealing in fundamental, linear, transaction-based CRM, process-driven CEM, or SocialCRM variants, these are still the goals.

Since we are Qasper, we’d like to set out how we handle these requirements: [click to continue…]

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Give your customer an anonymous voice

by Fred on October 6, 2009

Don’t you really hate when web sites demand an email address and other information before they’ll let you access some white papers or view a demo?

That’s like a department store clerk refusing to talk to me until I fork over my credentials. It’s nonsense, and it’s no way to build an association with potential customers. All it does is tell me that I’m going to be in some salesperson’s email blast within a short time, followed by a sea of never-ending, non-personal pitches.

I don’t think it’s justified, and I now bypass any vendors who require it.

I’m the type that’s touchy-feely. I like to try on a pair of shoes before I buy; I want to pick up a CD and read front and back; I like to heft a loaf of bread and feel if it’s fresh before buying. And I like to do it anonymously and without commitment. So what Dark Age marketing technique makes software vendors think that they are endearing themselves to me by granting me access to information only if I pass through their information scanners?

I’m not stupid – I can handle the demos, particularly if they give me some guides I can view. And certainly I can sit back and watch a video without being handheld.

The pursuit of customers and capturing their loyalty is becoming more difficult in this global world. I can buy from anywhere, at any time, over the Web. I’m fairly typical – I do a lot of my product research online, checking out web sites, user forums and social sites for recommendations and Googling a variety of keywords to make myself knowledgeable.

By the time I get to the shortlist, I pretty well know most of what I need to know about the product, and I just need some refinements to make my decision.

It should be my choice to contact the company when I want to.

Don’t you think it would be a lot friendlier to give your customer an anonymous voice? Sure, invite them to voluntarily leave profile information – that’s fair game.

If it’s their choice, you not only will likely get more real profiles, but you will have automatically established a more personal relationship.

If you meet someone face-to-face at an event, likely you grab their first name, but you don’t demand a complete profile before you talk to them, do you?

Let folks access your white papers and online demos or videos without first interrogating them and demanding profiles and other information. When they come in via your live chat, protect their anonymity. If they call in, stop pressuring them for follow-up contact information.

If you trust your potential customer, they will return the favor.

Oh, and by the way, if you want to test Qasper, here’s the link – no registration required:

http://www.qasper.com/qasper_online.htm

If you like Qasper, write us. If you don’t like Qasper, write us. If you have any questions, write us … or phone me: Fred Dalgleish 250.483.7313 PST.

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The SME gets screwed

by Fred on October 1, 2009

I’ve been looking back over some of our Qasper customer experiences and I’ve noticed an encouraging pattern:

 - the decision makers in many cases are a small team that usually includes office and admin, an executive and one or more reps from the sales team.

I think it shows that SMEs recognize the value of information at both the deep and broader levels, where information can benefit more than the sales team and a few of the support staff.

And it shows they understand that CRM implementations have a far-reaching effect on the business.

I’ve found this particulary true with one of my favorite SME types: the NPO – charities, church organizations, business associations and people groups.

Often, they are low-paid or volunteer-based and typically hindered by low or reduced grants and increasingly higher costs. They are very price-vs.- value focused.

But their needs are identical to the profit-based SME: they need to communicate with their market and provide top notch customer service and experiences. They need strong methods to handle customer enquiries and to follow up on leads. They need central information sources that can be accessed by everyone in the organization.

But they and most other SMEs sure as hell can’t pay $1,000 per user, and in some cases, $1,000 per user, per year, like one particular unnamed, online CRM product charges.

Other solutions, again unnamed (but write me and I’ll fill you in), can cost a small charity of 10 people upwards of $10,000 just for licenses. And, if the CRM is online, that’s every year.

Occasionally, the CRM provides a basic set of functions for a realistic fee. But in the vast majority of those CRM products, the functions are so limited as to border on useless even for the sales team, let alone the entire company. [click to continue…]

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