Delegate, Focus, and GROW Your Business

The Perfect Customer Life Cycle (featuring Infusionsoft): Step 3: Convert to Customers

How the first sale with a lead is handled is crucial to building an ongoing relationship that can produce repeat sales and referrals for your business. Infusionsoft understands this and is designed to help your business create a relationship with each individual from the very beginning. From what product is first sold to ongoing contact and upselling, this program can enhance your ability to retain converted leads into long-term clients.

Selling The Correct Product

Infusionsoft gathers lead information to help make sure you offer the correct product for the customers needs, whether this is through online purchases or when the lead calls or comes to your business. Part of creating an ongoing relationship with a new customer is starting them off with the right product and service, with the ability to add on new enhancements in the months and years to come.

Once a lead is generated, everything that person does is tracked through CRM. This allows you to see at a glance in their client file how often the visit any of your web pages such as websites, social media and blogs. It also tracks every detail of their interaction with you as a customer, including their purchases, billing and payment history. This allows you to segment the customers based on their behavior going forward, targeting them with additional offers and managing their account efficiently.

Deliver And Satisfy

Obviously once the first sale is initiated, you need to follow through and deliver what is promised. Making sure the customer is satisfied with the product or service as well as the buying experience as a whole is essential if you want them to be an ongoing client. You can set up follow-up email or direct mail communications with the customer both to ensure satisfaction and also to generate additional sales.

Provide Excellent Customer Service

With competition everywhere, all small businesses need to give excellent customer service if they want stand out from the crowd. However, in today’s fast paced world, it can be difficult to give that personalized service that was once so common. Using Infusionsoft will not do the customer service for you; however, it does give you the information to personalize your contact with each customer, even when it is just through email. With detailed client files and finely tuned analytical reporting, you can understand your customers better and make sure you are providing the best customer service possible.

Finding new ways to use technology to enhance customer relations, and in turn, increase revenue is part of staying on the cutting edge of business. Not everyone is interested in learning how to implement new technology, regardless of how helpful it may be. That is one of the reasons people hire a Virtual Assistant to handle these programs for them. In our next article, we will talk about the ongoing client relationship that is the part of the perfect customer life cycle.

photo credit: buddawiggi

Posted on October 22nd, 2012 by Rachel Braam, Office Manager

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