How do you collect and manage customer data and feedback for catering sales CRM purposes?
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When selecting a catering sales CRM tool for your catering business, there are numerous options available in the market. You should look for a tool that integrates with your website, email, social media, and other channels where you interact with customers. It should also allow you to create and store customer profiles, segments, and groups based on various criteria such as location, event type, budget, dietary preferences, etc. Additionally, it should enable you to track and monitor customer interactions, activities, and transactions. Furthermore, it should provide reports and insights on customer behavior, preferences, satisfaction, and loyalty, as well as sales performance and trends. Finally, it should automate and simplify data and feedback collection and management tasks such as sending surveys, reminders, follow-ups, thank-you notes.
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You want to spend time contacting customers, not moving around data. A poor CRM (which might be cheaper) can have a high opportunity cost. I currently use ZOHO and it’s amazing that I can email hundreds of segmented customers in a matter of moments. The system also allows everyone to see what work is being done and track sales results pretty seamlessly. Do the research and have a system in place that enhances your process, not impede it.
The next step is to collect customer data and feedback using your catering sales CRM tool. You should collect data and feedback at different stages of the customer journey, such as before, during, and after the event. To do this, you can use various methods and sources such as online forms on your website or landing pages to capture customer information, email to communicate with customers and send personalized messages, social media to engage with customers and share your catering portfolio, reviews, tips, etc., and phone to call customers and confirm bookings or follow up after the event. Additionally, you can use these sources to collect customer feedback after the event in the form of satisfaction ratings, comments, suggestions, testimonials, referrals, contests, polls or quizzes.
The final step is to manage customer data and feedback using your catering sales CRM tool. This helps you improve service quality, customer satisfaction, and sales results. You should organize and store customer information securely and accessibly with the CRM tool, creating and updating customer profiles, segments, and groups. Additionally, you should analyze and report the data and feedback to gain insights. Automate and optimize tasks like sending surveys or follow-ups, as well as create marketing campaigns, loyalty programs, or referral schemes that target customers based on their data and feedback. Doing so will enhance your catering service quality, customer satisfaction, and sales results.
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