CRM MANAGEMENT

Customer Relationship Management (CRM) systems are essential tools for managing your relationships and interactions with customers and potential customers. A well-managed CRM system can help streamline your processes, enhance customer satisfaction, and drive business growth. At Yin Executive Services, we offer comprehensive CRM management services to ensure your CRM system is set up, maintained, and optimized effectively, allowing you to focus on building strong customer relationships.

 

• Set up of your chosen CRM

• Assistance updating/Maintaining your CRM

• Tidying up the data in your CRM

• Monitoring and inputting new clients/sales pipeline

• Setup tasks/to-do lists/reminders

• Input additional data

• Monitor subscriptions and mailing lists

• Assist with newsletters or mailouts

• Co-ordinate calendars

• Integrate and Automate applications