The right customer relationship management (CRM) software can enable your pool & spa retail business to elevate the customer experience, driving customer loyalty and retention. In addition, a retail CRM built specifically for pool and spa retailers can take your business to the next level, allowing you to drive repeat business and improve operational efficiency.

Retail may only be one portion of your business. Whether sales, construction, or service, RB’s pool and spa retail CRM connects all points of interaction your company has with customers. Paired with mobile solutions and online integrations, adopting the software is easy and can completely transform your business.

What Is A Retail CRM?

A CRM organizes all your pool and spa business’s customers and leads so you can stay in touch with them, track all interactions, and centralize the information in one place. Retail CRMs, in particular, are designed to support high-frequency repeat purchasing, providing insights on when it’s best to reach out to a specific customer and what they are likely looking for.

How Is A CRM Useful In Retail?

A retail CRM will enable you to map your buyer’s journey and see how customers respond post-purchase. RB’s CRM gathers valuable data about repeat customers to help you understand their interests, so you can tailor campaigns to them that offer a more personalized experience. Features are designed to help you provide a better customer experience, track the buyer journey, and gain insights that will help you drive more sales.

Features Pool & Spa Businesses Should Look For In a Retail CRM

RB’s retail CRM maintains a clean customer information database, helps you build upon your mailing and email lists by tracking all sales and customers, and imports new or purchased customer lists. In addition, you can define fields to categorize customers, create targeted advertising campaigns, and distribute personalized maintenance calendars and chemical tip sheets to customers to keep them engaged and entice them back to your store for more merchandise.

Customer Loyalty Reporting

RB’s CRM collects valuable data to provide insights that allow you to make business decisions based on facts rather than speculation, improving your chances of business success. By tracking important customer information like purchase history, you can determine which customers are loyal and which may be at risk to adjust your marketing and advertising accordingly.

Follow-Ups & Communication

Timely follow-ups help strengthen relationships with customers, and with RB’s retail CRM tracking, it’s easier than ever to keep in touch. You can also integrate it with your water analysis software to provide faster service to customers. The software will capture their results, so they’re available to salespeople on the floor and service workers in the field, making it easy to provide exactly what the customer needs. Use the scheduler system, follow-up call tracking, and integrated internal communication tools to better meet the needs of both customers and employees.

Integrations

RB’s retail CRM integrates with MailChimp, a free email marketing tool that makes it easy to export lists and create effective email flyers. Another integration, OpenStreetMap, automatically saves directions to customers’ homes and updates them as needed to optimize daily routes for service workers.

Automatic alerts make it easy to communicate critical customer information to coworkers. For example, it can serve reminders to prompt customers with outstanding balances, available in-store credit, open quotes, and open transactions. In addition, Online Bill Pay allows them to pay invoices online conveniently.

The right retail CRM will improve efficiency, make it easier for your employees to be as productive as possible, and improve customer experience. If you’re interested in learning more about how to save money and boost sales for your pool and spa retail business, check out our free eBook here.

Schedule a demo today if you’re interested in seeing the software for yourself with no obligation or commitment.