Service-Based Business:
- Customer Info: You run a plumbing company, and a customer, Mike, calls about a recurring issue. Your CRM lets you see that you serviced his home six months ago, and it provides details about the work completed and any ongoing concerns.
- Tracking Sales: You’re a consultant, and your CRM shows that a prospect is considering your premium package. You know it’s time to schedule a discovery call to finalize their decision.
- Automation: After completing a project, your CRM sends a satisfaction survey and schedules a follow-up email one month later to check in on the client’s progress.
- Task Reminders: Your CRM reminds you to follow up on an overdue invoice or to contact a customer about a maintenance checkup.
- Customer Support: A client raises a concern about a repair job. Your CRM logs the complaint, tracks communication, and ensures the issue is resolved promptly.
Retail – E-commerce:
- Customer Info: You run an online store selling electronics. Your CRM shows that a customer, Jane, purchased a laptop a year ago and has expressed interest in accessories, helping you tailor a marketing email for her.
- Tracking Sales: You can see that a potential customer added items to their cart but didn’t complete the purchase, so you send an abandoned cart reminder with a discount code.
- Automation: When a customer buys a product, your CRM automatically sends a thank-you email and a week later follows up with a request for a product review.
- Task Reminders: Your CRM reminds you to reorder stock of a popular item before it runs out.
- Customer Support: A customer reports an issue with a product they received. Your CRM tracks their request and ensures that a replacement is shipped quickly.
Hospitality:
- Customer Info: You manage a hotel, and a frequent guest, David, is staying with you again. Your CRM shows his preference for a room with a view and early check-in, allowing you to personalize his experience.
- Tracking Sales: Your CRM shows that a couple has inquired about booking a wedding venue but hasn’t committed yet, so you send them an exclusive package deal to encourage a decision.
- Automation: After a guest checks out, your CRM automatically sends a thank-you email along with a special discount for their next stay.
- Task Reminders: Your CRM reminds the staff to prepare a guest’s room with extra amenities requested for an anniversary celebration.
- Customer Support: A guest complains about a noisy room during their last stay. The CRM logs this and ensures the issue is addressed before their next booking, perhaps offering a quieter room or a discount.
Real Estate:
- Customer Info: As a real estate agent, your CRM lets you see that a client, Lisa, is interested in properties with large backyards. It stores details from past conversations to help tailor your property recommendations.
- Tracking Sales: You can see that a prospect, Mark, has viewed a specific house several times but hasn’t made an offer yet. It’s the perfect moment to follow up with an invitation for a second showing.
- Automation: After a property tour, your CRM sends an automatic thank-you email with details about the next steps in the buying process.
- Task Reminders: Your CRM reminds you to check in with a client who has been looking for homes but hasn’t found the right one yet.
- Customer Support: A client has questions about a home inspection report. Your CRM logs the questions, and you ensure they are answered promptly, keeping the client informed throughout the process.
Online Courses:
- Customer Info: You run an online course on digital marketing, and your CRM tracks a student’s progress. It shows they’ve completed the first module but haven’t started the second, so you can offer personalized support or encouragement.
- Tracking Sales: Your CRM shows that a lead expressed interest in your advanced course but hasn’t enrolled yet. You send them a gentle reminder with an early-bird discount.
- Automation: Once students enroll, your CRM automatically sends them a welcome email with course instructions and a reminder to join the student community.
- Task Reminders: Your CRM reminds you to send out a live Q&A session invite to students in a course that’s nearing completion.
- Customer Support: A student submits a question about accessing course materials. Your CRM logs the issue and notifies your support team, ensuring a quick resolution.
Event Planning:
- Customer Info: You’re planning a corporate event, and your CRM shows that the client prefers outdoor venues and wants catering that accommodates dietary restrictions, helping you create a tailored proposal.
- Tracking Sales: A client has inquired about your wedding planning services but hasn’t booked yet. Your CRM prompts you to send a personalized follow-up with examples of past events.
- Automation: After an event, your CRM sends out thank-you emails to all clients, along with a post-event survey to gather feedback.
- Task Reminders: Your CRM reminds you to follow up with a vendor to confirm the details for an upcoming event.
- Customer Support: A client expresses concerns about the seating arrangements for their event. Your CRM tracks these concerns and ensures they are addressed promptly before the event date.
Equipment Rental:
- Customer Info: You run an equipment rental business, and your CRM shows that a customer, Paul, often rents heavy machinery for construction projects, so you send him early access to your latest inventory.
- Tracking Sales: Your CRM shows that a customer requested a quote for a piece of equipment but hasn’t booked it yet. You send them a follow-up with a special offer to secure the rental.
- Automation: After a customer rents equipment, your CRM automatically sends them a reminder about the return date and instructions for pick-up.
- Task Reminders: Your CRM reminds you to service a machine before its next rental or to follow up with a customer about renewing their contract.
- Customer Support: A customer reports an issue with a piece of equipment they rented. Your CRM logs the problem, ensuring it is resolved quickly and that the customer receives a replacement if needed.
