Managing a Client in a Productive Way will always leads to Huge Business Growth
In many instances, the importance given to the existing clients is considerably less while compared with acquiring new clients. This is due to the poor understanding of the value of the client due to the lack of proper data. Your existing sales person might not be available with you next year and the new sales person find it difficult to understand the details of the existing client. We are here to address the same.
Here are some of the primary features which will help you to boost your Business.
Followup Reminder
A simple yet powerful tool which will help you in reminding you with the client to be followed on the particular day and any old client which you missed to follow for any particular reason.
Bulk Upload
Do you have existing clients data managed in an excel or google sheets and need to organize and make use of the data with the help of Solid Performers, we are here to help. With Bulk upload, you can upload upto 5000 clients in less than a minute. Just download the format, fill the data similar to the format and upload it online in the CRM.
Understand the History
The previous interaction with any client is one of the most powerful information that we can hold in hand when we talk to them. But, most of the time, we miss that piece of information as we deal with multiple other clients over a period of time. With the help of Solid Performers, you can simple add the communication that happened with the client over a period of time, which will give you a deep insight of understanding the value of the client.