Six Pool Service CRM Software Features to Help Retailers

When you integrate an automatic system into your business rather than performing everything manually, you have the advantage of tracking important customer information. This includes purchase history, customer location, popular items being purchased, and overall customer loyalty. With this information, you will be able to see what is doing well, and easily pivot your marketing efforts in the areas that could use improvement.

Pool service CRM software allows you the opportunity to create timely follow ups with your customer base that you might have otherwise missed if you weren’t using a CRM. This can really solidify the relationships between you and your customers. An extra step to let them know that their loyalty is greatly appreciated can go a long way.

Our CRM feature integrates with some of the leading marketing and navigation systems to help you create the best customer service experience possible.

• Mailchimp – Mailchimp is a free and easy-to-use email marketing website that allows you to seamlessly create email newsletters and export lists of customers subscribed to your mailing lists.
• OpenStreetMap – This is a website that will give you easy directions to your customer’s homes. They are automatically saved in our CRM system, which will save you hundreds of hours of time down the line and help you create an optimized route for pool and spa installations.

Personalized communication is arguably one of the most important pieces of stand out customer service and maintaining relationships with your customers. Use your pool service CRM software’s scheduling system for follow up calls and tracking, and internal communication systems to easily transfer a customer from one service rep to another.

RB software and water analysis system integrate to provide faster service to customers. Faster service means that retailers have a higher chance of a returning buyer.

Maintaining a customer database is imperative for your business to grow. By using pool service CRM software, retailers are able to keep a clean and organized system. You can build upon your current mailing and email lists by tracking all sales and purchases, and noting what is selling better or worse. A CRM will help you easily import new or purchased customer lists, and organize each customer through user-defined fields which can help you create more targeted advertising campaigns. Lastly, you can use a CRM to share personalized maintenance calendars and chemical tip sheets to customers to keep them engaged and entice them to make purchases.

Automatic alerts will help pool and spa employees communicate with co-workers about customers. This feature is crucial because every customer will want a personalized experience, but their dedicated customer service representative might not always be available. This feature allows every sales rep to be informed of what is going on with a specific customer. These alerts also help to notify customers of any outstanding balances, open quotes, and open transactions. You can even attach photos and files to specific customers in order to give them a clearer picture of any issues that you may be discussing with them.

In conclusion, finding a pool service CRM software that works for your pool and spa business is critical to maintaining and engaging with your customers.