Three routines for better control of customer enquiries
Start with the workflow: gather the details, make ownership clear and follow up on your commitments. Here are three routines to use every day.
When a new enquiry arrives
Read what the customer needs. Check that you have the right contact details and note what is missing before you can move forward. Assign an owner before leaving the enquiry.
See how opportunities keep the details together.
After replying or sending a proposal
Decide when to get back in touch. Consider the customer’s own timeline and what you agreed. Set a follow-up immediately instead of relying on the email thread staying at the top.
Read about follow-ups in Customer Connect.
When reviewing the week together
Review ongoing deals. Check who owns them, which answers you are waiting for and what should happen next. Decide the next step for deals that have stalled.
Explore the sales process or visit the articles for more about CRM.
Try it with your next customer enquiry
See how Customer Connect helps you keep track of ownership and next steps.