Customer Management for Post-Sale Relationships

Navigating customer relationships just got a whole lot easier. 

Relationships can go multiple directions. They can be long lasting, or end in a horrible breakup. This is a post about the incredibly important sales topic called customer management.

Customer Management for Post-Sale Relationships

We can all agree with relationships, while there’s a lot of grey area in between, one thing stays constant. You must put in the effort, in order to see a positive result.  What you get out of the situation, mirrors what you put in.

If you don’t put in the effort to build a strong bond with your significant other, you can’t expect the relationship to last.

Hence why so many couples divorce during the first year of marriage. You may have set the foundation, but you must continue to build on it.

And this is by no means exclusive to romantic relationships. It can take shape in any capacity where connections are built.

Relationships in a Business Environment

According to a Bain & Company study, “60-80% of customers who describe themselves as satisfied do not go back to do more business with the company that initially satisfied them.”

Why? It circles back to a lack of connection. You may have sold a customer the most amazing product or service, but if you don’t continue to service them, how can you expect them to continue coming back.

You need to stay top-of-mind, in order to maintain a strong relationship. You wouldn’t sell someone a computer without offering a warranty or free repair?

Relationships take time and effort. They require some TLC. Which is why it’s so important to develop a relationship with your customers post-sale.

Customer Management

Building customer relationships is just as important as the initial sale. If you drop off post-sale, chances are, they will too.

Without a successful handoff between your sales team to your account and client management departments, the customer has a low chance of returning.

Which is why developing relationships with customers is such a key piece of the client satisfaction pie.

Introducing Customer Management, the newest feature of the PipelineDeals CRM—where you’ll stay on top of all client relationships.

With Customer Management, you’ll be able to:

  • Ensure a smooth lead-to-customer handoff between your sales and account management teams.
  • Understand key contacts in the account, to ensure proper communication with customers.
  • Keep track of important customer milestones and key deliverables.
  • Cultivate customer relationships by monitoring the overall health of their account.
  • Transfer knowledge across your team, in order to collaborate on upsell and expansion opportunities.

And there’s more where that came from. Let us show you around and highlight all that Customer Management has to offer. Check out our training video to learn more about these new features.

If you aren’t a PipelineDeals customer yet, you can try it for free. Simply sign up for the 14-day, free-trial offer.


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