Welcome to this guide, where we will explore the Customer Relationship Management (CRM) feature in Empress. This feature is designed to streamline your business processes and improve customer relations.
What is CRM in Empress?
The CRM feature in Empress helps you manage your company’s interactions with current and potential customers. It allows you to track and manage sales activities, create and monitor customer profiles, and analyze customer interactions. This provides a centralized platform to manage all your business relationships and interactions, leading to improved business profitability.
Benefits of CRM in Empress
With Empress CRM, you can:
- Track customer interactions: Have a record of every interaction with your customers, from emails and calls to meetings, all in one place.
- Manage sales activities: Track sales progress, set sales targets, and manage your sales pipeline efficiently.
- Create customer profiles: Have a clear view of your customers including their contact information, purchase history, preferences, and more.
- Analyze customer data: Use the analytics feature to gain insights into customer behavior and sales trends.
Getting Started with CRM in Empress
Viewing Information
- Click on the ‘CRM’ tab on the main Empress interface.
- Here you can see an overview of all your customer-related data.
Editing Information
- To edit a customer’s information, click on their name and select ‘Edit Profile’.
- Make the necessary changes, then click ‘Save’.
Sorting Information
- To sort your customer data in the CRM, click on the ‘Sort By’ drop-down.
- Choose your preferred sorting option.
Tracking Information
- You can track sales progress and customer interactions by clicking on ‘Sales Pipeline’ or ‘Customer Interactions’ respectively.
User Roles and Permissions
Different users have different permissions in the CRM. Administrators can add, edit, and delete customer profiles, while salespersons can only view and update them. To change user permissions, go to ‘Settings’ > ‘User Roles and Permissions’.
Conclusion
The CRM feature in Empress enhances your business processes by providing a comprehensive platform for managing customer relationships and sales activities. It is an indispensable tool for any business looking to improve their customer relations and sales productivity.
For further guidance, watch this video guide. If you need additional help, please check out our support center or contact our support team.