Customer management
To achieve positive results, you first need to manage customer flows – not only existing customers but also new ones who come with new inquiries. Every customer's information matters to the company: when we enter a new company, we create a card for it and start keeping its history.
A customer received properly and an inquiry handled properly, with their needs understood, move in the right direction – toward higher profit.
An effective business needs a CRM customer management system with functions that make it easier to plan customer-related work and keep all information about a customer in one place. The Terra Project project management solution is tailored to the modern company model – the many tools built into it will help save time on keeping in touch with both existing and new customers.
The tools in the Terra Project customer management system help you review the information you need about a specific customer faster and more clearly, and fill in additional information about them, such as planned meetings, which can be marked in the calendar or synchronized with the system, contacts and responsible people, and the customer type. Each customer card lets you view the customer's history and related documents and contracts. Customer information is also used when filling in new orders, so no extra information needs to be entered – everything comes from the customer card.
Benefits
Customer experience management in the Terra Project system helps organize and manage information in one place. By filling in all the information needed and receiving it from integrated external systems, customer service principles are developed and the quality of customer service is evaluated. By following all the information you need – customer debts, credits, earlier communication and orders, documents issued to the customer – you get an overall picture of the specific customer and the next steps with them. Creating a customer service standard ensures that further relationships with customers develop successfully.
Frequently asked questions (FAQ)
What CRM software is recommended?
It is recommended to choose CRM software that lets you manage customer information centrally, track orders and integrate with other business systems, such as project management or finance modules. The experience of Terra Project experts shows that an effective CRM system helps improve customer management processes and makes sure all data is accurate and available in real time.
How is a CRM system integrated with project management?
Integration works by synchronizing data between the CRM and the project management system, so customer orders, project progress and deadlines can be seen in one platform. The experience of Terra Project experts shows that such integration makes it possible to manage tasks efficiently, track KPIs and provide smooth customer service.
How do you choose a CRM solution to fit your business processes?
When choosing a CRM solution, it is important to assess the company's sales, customer service and project management processes. The best CRM system must be adaptable to the company's needs, integrate with other business systems and automate customer management processes, saving time, reducing errors and improving the quality of customer service.
Other modules
1Sales and customers
- Tender managementTender information, clients and contractors
- Customer managementCustomer contacts, stages and opportunities
- Customer quote managementQuotes with discounts straight from the system
- Contract managementContract stages, responsible people and acceptance plans
- Sales managementCustomer history, sales data and reports
2Projects and planning
3People and resources
4Supply and warehouse
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