What is a Customer Relationship Management (CRM)?

Customer relationship management (CRM) is all about managing the relationships you have with your customers—including potential customers. CRM combines business processes, people, and technology to achieve this single goal: getting and keeping satisfied customers. It's an overall strategy to help you learn more about your customers and their behavior so you can develop stronger, lasting relationships that will benefit both you and your customers. It's very hard to run a successful business without a strong focus on CRM. After all, it’s all about the customer.

Successful CRM involves many different areas of your company, starting with sales, of course. But also various other customer-facing areas, like marketing and customer service. Our tool is similar to that of Salesforce.com. However we made it attainable for business and organization because we want you to succeed!

Track your leads. Your competitors do.

Garnering awareness and acquiring customers is one of the great challenges of building a business. It is so essential that there is an entire business discipline dedicated to this - which we know as marketing. It's fair to say that any customer that finds your business or website is highly valuable to you, and you want to hold on to them as long as possible.

That's where the idea of a database comes in. A customer database is simply your list of contact information of the customers that you have dealt with in the past. So why keep a list of them? Because they are your best source for future revenue and word of mouth. Who better to announce your newest product line to than the people who loved your last product line? Who better to spread the word about your new service than those who have used it previously?

That's all well and good, but how can you get your customers' contact information?

Here's 4 simple strategies.

1. Give something away. Give every customer who completes an online form something valuable in exchange for their email address. It could be a discount voucher, or an ebook that you have written, or exclusive VIP content.
2. A simple "Contact Us" web form. This is a form you can put on your site so that your customers can ask questions and submit their comments. You'll be surprised by how many of your visitors will take the time to ask a question, and in the form, you can ask for their email address.
3. Run an online discussion forum. People love to chat with other customers and share their knowledge and opinions. You can empower your customers to do the same, and as part of the process, ask them to give their email address to use as a username.
4. Sell something! When people buy from your online shop, ask them for an email address to send the receipt/confirmation to.

Most importantly, the contact details are all captured in one, central customer database. Why is this important? Because you don't want your customer's details strewn across multiple disconnected tools - you want them centralized and close to hand. You can implement the above strategies with your online business right now:

Web Forms can be set up to capture customer details directly into your customer database. This can be as simple as a Contact Us form or something more complex to gather customer data.

Forums can be added to your website with all the technical bits, like capturing a username and password, handled automatically as part of your forum.

An Online Shop can be built into your online business either at implementation or at Phase 100! All orders processed through your online shop are automatically linked to a customer record with your customer's contact details in it!

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Lead Management Features

Main Features of Lead Management

• Includes unlimited of customer enquiry web forms
  
• Can be hosted through Happy Pixel Studio's Business Console or your own web host
  
• Use customizable business workflows to setup notifications via email or SMS when customers enquire
• Use the Customer Report Generator to dice and slice your customer database

Integrated Customer Database

• Grow your customer database every time your customers enquire or interact with your website
• Keep a history of all past customer enquiries
• Allow customers to view their past enquiries via secure "member only" areas
  
• Allow customers to keep their details updated via secure "member only" areas
  
• View on a per customer basis details on every action they've taken on your site
• Customize and extend the Customer Database to suit your business
  

Web Form Builder

• Build customer enquiry web forms easily
• Add any number of custom fields to your web form to suit your business
• Automatically captures and populates every enquiry in your customer database
• Use built-in business workflow framework to automate follow-up, set reminders and escalation rules. Choose to be notified via email and/or SMS.
• Report on web form submissions including custom fields and easily export to Microsoft Excel
• Allow customers to upload files within web forms
• Allow real-time credit card processing within web forms, e.g. process donations
  
• Allow refer-a-friend functionality within web forms
• Add Image Verification to web forms to stop spam submissions by bots
• Allow customers to subscribe to one or more campaign lists within web form
  
• Automatically subscribe customer to a Secure Zone upon submission of a web form
• Easily add web form to any web page hosted at Happy Pixel Studio's Business Console or elsewhere
• Customize the landing page customers see after submitting an enquiry
• Customize auto responder email sent to customers after they make an enquiry

Lead Management Reporting

• Sophisticated customer reporting framework
• Filter on any system or custom field
• Save any report and run later
• Export any report to Microsoft Excel for further analysis