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How a CRM and a Help Desk Are Essential for Customer Management and Repeat Purchases

Awtana TeamExpertos en RevOps, IA & CRMPublished on December 9, 2019Reading time: 4 min
How a CRM and a Help Desk Are Essential for Customer Management and Repeat Purchases
AutomationCRM

Every day, the automotive market revs up dealership engines to gather critical and necessary data on both prospects and customers, subsequently leveraging it in personalized marketing and sales campaigns. Getting to know our customers and maintaining an ongoing relationship with them has become one of the most critical challenges in the automotive industry. 

It is not just about selling cars; it is about creating the right experience for our customers. Beyond buying a vehicle, we want them to return to our service centers. The relationship between customer and dealership now extends well beyond the sales executive—it transfers to the service manager, receptionists, and every team member responsible for making each customer feel more than at home every time they visit us. 

So, how do we ensure our entire team knows Mr. Pedro Perez? CRMs are the most successfully used platforms in this industry. Their user-friendly interface and data-processing efficiency allow our entire organization to access each customer's information, even directly from a smartphone. By implementing these tools, we empower our team members to deliver standardized, automated, measurable, continually improvable customer service tailored to our market needs.

For Marketing Teams

In marketing, one of the most compelling benefits is the precision with which you can detect a prospect, automatically qualify them, and interact across virtually all channels with those interested in our brands.

It streamlines the segmentation of existing contacts and enables quick identification of potential customers. This ensures future touchpoints are far more personalized, bridging the emotional connection and technology that drives process automation.

Converting a lead into a customer requires diligence and hard work, analyzing their every move. That is why applying techniques like lead scoring is essential—essentially conducting a detailed analysis of our prospect. With the support of tools like Equifax, for example, we can determine whether a prospect qualifies for automotive financing at the final stage of our score. From this point forward, we can hand over a truly qualified opportunity to the sales team. Leveraging CRM tools, this process can be executed at scale, enabling a lean yet highly efficient team to process all prospects.

For Sales Teams

For sales teams, having comprehensive information about a prospect ensures you take the right approach during the next touchpoint. For instance, before placing a cold call or scheduling a test drive, you can know all the customer's preferences and what they viewed while browsing your website. You can even see if they downloaded a spec sheet and which vehicles they were viewing before coming in—whether they prefer sports cars or SUVs.

Another critical area is follow-up, which is often one of the greatest challenges for sales reps. With countless tasks demanding attention, some leads slip through the cracks without contact. How many additional sales would we close if we followed up on every quote we sent? CRMs allow us to automate this process with tools that notify us when a customer reads a quote and help us reach out at the optimal moment to close the sale.

For After-Sales Teams

In after-sales service, it ensures a rewarding customer experience. The CRM can identify additional potential needs that went unnoticed with manually generated data. A clear example of automation provided by these tools is knowing the exact timing to contact a customer for their next scheduled maintenance. Having a full service history, alongside the ability to predict vehicle mileage, enables dealerships to reach out to customers effectively and assertively.

We can enhance contact center operations by transforming it into a digital hub where we support customers via phone, email, live chat, social media, and even WhatsApp. These channels support the use of Bots to drive self-service and ticket routing, optimizing the time and resources dedicated to our omnichannel support.

There are numerous solutions that can adapt to your company's size, industry, and budget, notably Freshworks, HubSpot, ZOHO, and Zendesk.

In summary, automation tools like CRMs  significantly optimize the time of both your service agents and sales executives. By centralizing information on every customer and prospect, they empower teams to make the right decisions tailored to each individual's needs.

Frequently asked questions

What is "How a CRM and a Help Desk Are Essential for Customer Management and Repeat Purchases" about?

If every time the phone rings at your company you ask, "Who am I speaking with?" you need to improve your customer service. In this guide, the Awtana team explains step by step how to apply it in CRM operations with HubSpot CRM, clean data and measurable automation.

Why is this relevant for a CRM team?

Because it organizes processes, data and technology so the CRM area operates with reliable information, shorter response times and metrics comparable across marketing, sales and service.

How can Awtana help implement it?

Awtana is a HubSpot Diamond partner and designs the complete RevOps architecture: systems integration, automation, data governance and ongoing support. You can book a free assessment from the contact page.

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