Before Automating the CRM: Understand Complex Needs of Customer Portfolio!

Customer Relationship Management

As wheelchair manufacturers, we must consider the needs of the disabled and their caretakers. For instance, the ease of transporting the wheelchair in and out of a car should be taken into account.

Similarly, when designing toys, it’s important to consider the child’s sensory experience. Further, parents should perceive the toys as value for money and safe for their child.

In B2B services, our customers may consist of a portfolio of individuals. They may be the end-users, middle management, and executives. Each group has different needs and influence levels. So we should endeavour to satisfy their requirements. We must also maintain a positive relationships and overall experience.

As business owners, it’s crucial to understand the complex dynamics of our customer portfolio to establish meaningful relationships with them. Customer Relationship Management is a complex discipline. So, take the time to do thorough research and planning before automating the CRM system.