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Post Sales CRM
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Post-sales
"Post-Sales CRM" or "Client Onboarding CRM" focuses on the crucial stages after a sale is made, ensuring a smooth transition and long-term customer satisfaction. This goes beyond lead management and sales pipeline, focusing on nurturing the customer relationship.
Post-Sales Insights
Seamless Client Onboarding
This is the process of integrating new clients into your business, setting up their accounts, and making sure they understand how to use your product or service effectively. A CRM streamlines this by automating welcome sequences, assigning onboarding tasks to relevant team members, and tracking progress.
Document Collection and Management
A vital part of onboarding, especially for services or complex products, is collecting necessary documents (e.g., contracts, identity proofs, financial details, service agreements, questionnaires). An After-Sales CRM provides secure portals for document submission, automates reminders for missing paperwork, and centralizes all client documentation for easy access and compliance.
Post-Sale Communication and Support
The CRM becomes the central hub for all after-sales interactions, including customer service inquiries, technical support, warranty tracking, and feedback collection. It ensures timely responses, consistent communication, and a personalized support experience.
Customer Success Management
Beyond reactive support, an After-Sales CRM helps proactively manage customer success. This involves tracking product usage, identifying opportunities for upselling or cross-selling, and ensuring clients are achieving their desired outcomes with your offerings.
Customised Pipeline for Post-Sales
Enhanced Customer Experience
A personalized onboarding experience makes clients feel valued and understood, leading to higher satisfaction and retention.
Increased Efficiency
Automating personalized steps and providing clear guidelines reduces manual effort and potential errors.
Improved Adoption
When clients are onboarded effectively, they are more likely to fully utilize your product or service's features and benefits.
Scalability
While customized, a well-designed pipeline can still leverage automation to scale effectively as your client base grows.
dual-mode task management
Dual-mode task
With our dual-mode task management system, you can now separate internal workflows from client-facing actions. Whether you're managing internal team activities or coordinating directly with customers, our CRM gives you the clarity and control you need to stay productive and professional.
Inhouse Tasks
Assign, monitor, and complete internal tasks across your sales, support, and operations teams. Keep your internal workflows structured and on track — without client involvement.
Client Tasks
tasks that involve direct client interaction — such as calls, meetings, deliveries, or documentation. These tasks keep your customer-facing activities transparent and timely.
Task alerts and notifications
Task assignment notification
Upcoming deadline alert
Missed task alert
Task completion notification