www.virtualassistantisrael.com/the-blog/crm-client-relations/ Okay, I am not going to lie. The Rolodex was already phasing out by the time I was old enough to even know what one was. But really, who wants to flip through cards to find a name, shuffle through address books, or even scan through an outdated excel spreadsheet? Is this really how you want to treat your customers; like the old sweaters your Aunt Gertrude gave you that you only pull out when she decides to visit?

1. (646) 504-0452 | www.virtualassistantisrael.com
CRM: Your Secret Weapon for
Awesome Client Relations

2. Don't treat your customers like old sweaters
➢Who needs a CRM (Customer Relationship Management)
system when you have a Rolodex?
Okay, I am not going to lie.
➢The Rolodex was already phasing out by the time I was old
enough to even know what one was.

3. The Rolodex
➢But really, who wants to flip through cards to find a name,
shuffle through address books, or even scan through an
outdated excel spreadsheet?
➢Is this really how you want to treat your customers?

4. Make Client Relations a Priority
If client relations are not a priority,
you will have no clients.
Without clients, you will have no business.

5. CRM and Client Relations
How a CRM system boosts your client relations to heights far
beyond a Rolodex:
1. Organize all your customers and leads – down to the last
detail.
➢It is not enough to have all your contacts saved in one place.
You need details and categories for each client to really gain
a full understanding.

6. CRM and Client Relations
1. Organize all your customers and leads – down to the last
detail.
➢For example, categories like Customers, Lost Customers,
Prospects, Suppliers, Partners, Potential Partners, Influencers
and Inactive Customers.

7. CRM and Client Relations
1. Organize all your customers and leads – down to the last
detail.
➢Furthermore, any notes that anyone in your organization
should be aware of should be listed on their contact card.
➢For example: Pays only in cash, prefers email, loves small talk
and has three dogs: Moe, Curly, and Larry.

8. CRM and Client Relations
1. Organize all your customers and leads – down to the last
detail.
➢Any employee who contacts the customer will be looking at
his CRM card, immediately informed of any pitfalls or
preferences.
➢This enables your company to give a personal touch, no
matter who is handling this particular interaction.

9. CRM and Client Relations
2. Track profitability and develop sales strategy.
➢With a CRM system you no longer need to worry about
tracking every penny on shipping costs, client returns,
product discounts… (According to the U.S. Mint it actually
costs 1.67 cents to make each penny – I guess making money
isn’t always a winning proposition.)

10. CRM and Client Relations
2. Track profitability and develop sales strategy.
➢Put the right details in the right places, and your CRM system
crunches the numbers for you, assessing value, tracking
growth and decay, and identifying potential sales
opportunities.
➢You can see sales trends, target profitable client segments,
and schedule follow-ups for your company’s previous
customers.

11. CRM and Client Relations
3. Save your time and money.
➢CRMs are a very cost effective way to store data.
➢One central, readily accessible program reduces the time
taken to search and correlate data for each customer.
Staff productivity increases accordingly.
➢No one is sifting through files (paper or paperless) to find the
information that “they’re sure they know where they put.”

12. CRM Benefits
➢Although slightly more pricey than a Rolodex or address
book, CRM technologies are inexpensive to purchase, and
easy and inexpensive to maintain and administer.
➢CRMs also reduce the need for manual and paperwork. You
won’t need to hire as many people (or buy as many reams of
printer paper).

13. CRM Benefits
➢Lastly, every member of your staff has access to this database
in real time, the information often making the difference
between the sale that got made and the sale that almost got
made.

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