Sharing contact and relationship information within your organization is powerful. Look up a client in CARMA before meeting with them to see what other team members have learned as well as how they have served the client. With everyone focusing on “Learn, Serve, Grow” your clients will be validated and impressed. Relationship information allows you to relate and see what you have in common with your clients. Blow away your competition by becoming a relationship-centered company through CARMA.

ORGANIZE YOUR CONTACTS

CARMA allows you to organize your clients into groups and sub groups. Communicate with a specific customer demographic easily and quickly. For example, if you track who uses your competition, you can specifically market to these potential customers why they should use your services over their current provider.

You determine what groups each staff member can view and work with. Organize your groups into sales and service pipelines to instantly know the status of your clients within your corporate systems.

Every organization has turnover. CARMA helps you retain critical relationship and contact information during staff changes.

COMMUNICATE WITH YOUR CLIENTS

Generate mailing lists, E-mail lists and Microsoft Excel files from CARMA groups. Communicate with your clients according to their involvement level and business needs.

Develop advocacy campaigns where your clients grant you permission to educate them on your industry and your services. Improve your level of relationship through these informative touches. Inform your clients of new products and upcoming events. Create a customized company newsletter and send it to the appropriate groups.

Automated pass-off systems can be created using CARMA groups. Configure CARMA to notify you when a contact is added to a group you oversee. This allows you to quickly serve the customer in your capacity.