1. What is a CRM
Customer Relationship Management (CRM) is a system used to manage interactions with your customers and potential customers. Our CRM will help you build strong customer relationships, so you can increase sales and profitability. We also refer to the term Back-Office (BO).
Advantages of Smeetz CRM
Increases customer satisfaction and boosts retention; data on the marketing tab will provide valuable customer insights, helping you better understand their behaviors and preferences.
Enhances contact management; save time by accessing all your customer information in one place.
Sales forecasting; estimate future sales based on past data in your Smeetz CRM.
2. How to access your CRM and create new customers
Go to the Marketing tab > Customers.
Click on Create Customer.
Enter the required customer information:
Marketing email opt-in: refers to the process where a customer explicitly gives consent to receive marketing communications, such as emails, SMS, or newsletters. This ensures compliance with privacy regulations and enhances customer trust by allowing them to control the messages they receive. A customer who did not give their consent to receive marketing communications will be opted out (opt-out).
3. How to manage your customers
Select the box next to the customers whose information you wish to modify.
Click on Actions.
The following drop-down list will be displayed:
Export table, in XSXL or CSV format.
Update records.
Edit customers.
Delete customers.
3.1. To see a customer profile
Click on a customer email
In the overview tab, you will see some quick analytics and all the customer information.
Under orders, you will see all the orders made by this customer.
And in the memberships, you will see if they have a membership.
Note that only the booker is created as a customer. Attendees are not created but you can still collect information about them by using custom fields.
4. How to merge and delete a customer
Merging duplicate customers will help you centralise all information into a single contact.
If you find two identical names with the same details, the best practice is to merge the contact with less information into the one with a more complete profile.
Click the collapsed menu button to the right of the email address.
Select Delete, or Merge and search for the duplicated customer.
Once you have found the right contact > confirm the action.