提升互動頻率 深耕客戶服務

One Min Quick Look

問題背景

  • 命理是以人為中心的服務業,需詳細記錄每位客戶的狀況,以紙本及 Office管理客戶資料,無法詳細、精確記錄客戶需求。
  • 客服高度依賴人力管理,無法快速查詢舊客戶資料,挑戰客戶等待的極限,影響服務品質。

產生效益

  • 進入門檻低:
    無建置費,介面簡單易上手,即時存取資料且可跨平台管理。
  • 開發新需求:
    分析客戶資料庫並標籤定義客戶進行分類,以多維度方式檢視客戶,發現需求並適時提供服務,創造最佳效益。
  • 深耕老客戶:
    針對不同需求的客戶提供不同訊息,提高客戶的接觸頻率與黏度。

林霖開運使用VIdegree短短幾個月的時間,透過標籤定義客戶的課程需求、分析客戶資料庫,以多維度方式檢視客戶需求,並針對客戶需求,開設各式講座、訓練課程及祈福活動,在客戶的經營管理上已達到超乎預期的成效。在行銷面,透過VIdegree發送客製化簡訊、E-mail給潛在客戶、現有會員,除提供最新活動及優惠訊息,更貼心地噓寒問暖,關懷每一位客戶的近況,讓客戶不只是客戶,而是更深層的朋友!

usr-story-new bad06 linlin 5831a成立於2014年5月的林霖開運,在短短不到半年期間,隨即累積上千位客戶,除了擁有命理界二十年豐富經驗、超高人氣的林霖老師外,還有什麼秘訣能夠讓林霖開運快速累積客戶、深入經營人脈?「致力開發新客戶之餘,老客戶的持續深耕與貼心服務相顯重要,這也是VIdegree愛客戶的價值所在!」林霖開運創辦人林霖老師自信滿滿地表示。

一分鐘看問題 草創初期,林霖開運與多數中小企業一樣,為節省營運成本,使用傳統紙本及微軟Office工具管理客戶資料,但隨著客戶數量快速增加,運用人力管理龐大客戶群,不但無法精確記錄客戶需求,更遑論資料管理及延伸運用!「一旦客服(客戶管理者)請假,代理人要搜尋客戶最新資訊根本如同大海撈針,即便找到資料,客戶也等的不耐煩了!這時候我才確信,管理客戶絕對需要系統工具輔助,這正是我們選擇VIdegree的主因!」林霖老師強調。

「第一眼看到VIdegree的友善介面,就確定我要的是它了!」多方比較市面上其他CRM工具後,最常遇到的問題就是介面不友善、系統設計複雜、價格昂貴及無法即時存取等問題。VIdegree完全沒有上述問題,介面如同Facebook、Gmail一樣簡單明瞭,不需額外聘請資訊人員進行管理,秘書、助理一樣輕易上手!在價格上,因VIdegree(雲端CRM)不同於傳統套裝CRM,需將資料儲存於伺服器,沒有硬體建置、系統維護費用,完全符合中小企業需求。此外,資料雲端化最大的優點就是即時存取,經常東奔西跑的林霖老師微笑說,「無論身在何處,透過手機、平板APP皆可進入VIdegree儲存、取用客戶資料,也能夠新增工作事項、事件、管理商機及發送群組eDM,一切是如此簡單,讓我擁有充分的時間服務客戶!」

林霖開運使用VIdegree短短幾個月的時間,透過標籤定義客戶的課程需求、分析客戶資料庫,以多維度方式檢視客戶需求,並針對客戶需求,開設各式講座、訓練課程及祈福活動,在客戶的經營管理上已達到超乎預期的成效。在行銷面,透過VIdegree發送客製化簡訊、E-mail給潛在客戶、現有會員,除提供最新活動及優惠訊息,更貼心地噓寒問暖,關懷每一位客戶的近況,讓客戶不只是客戶,而是更深層的朋友!

對於林霖開運來說,VIdegree的價值不僅止於客戶維繫,也具備進階行銷及組織管理,甚至可間接建構品牌形象,對於中小企業來說,可謂一舉數得!林霖老師下了總結:「提升互動頻率,深耕客戶服務,就是企業持續成長的核心價值!」


VIdegree Vital CRM

保險人脈 Demo site

對於保險從業人員來說,維繫良好的客戶關係,實為重要。但要如何有效的記錄客戶資料,讓人脈無限延伸累積呢?快來了解看看吧!

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