Customer care software

Customer follow-up software, also known as customer relationship management (CRM) software, centralizes and stores all exchanges between the sales department and the customer, and organizes future follow-up actions.

The main benefit of such software is to build customer loyalty. It can also be used as sales follow-up software, including pre-sales prospect management.

With sales follow-up software, you can manage all the tools you need to effectively manage and retain your customers in one place: a diary/calendar to keep track of appointments, a to-do list of tasks and reminders, filters and tools to analyze and prioritize actions, and a customer visit planner.

Many sales reps use Excel to keep track of their customers.

It’s an affordable and viable solution for people working alone. An Excel client file is easy to set up and use, and the license is inexpensive.

However, carrying out your day-to-day customer follow-up with an Excel file can quickly become time-consuming and impractical. The more your tracking history grows, the more difficult it becomes to navigate through the file. You may find yourself overwhelmed by all the information, without knowing where to start.

What’s more, this solution is not suitable for teams, as it’s impossible for several people to work on a single file.

Fortunately, today’s sales reps are well equipped to save time and achieve more effective customer follow-up. Looking for ready-to-use customer care software? The good news is that the CRM market is full of options to suit every need and every business.

Customer follow-up software is a professional tool designed to meet the needs of sales professionals:

• Centralize data for teamwork.
• Secure the sales team’s day-to-day work by saving customer files in the cloud.
• Manage customer tasks and reminders.
• Access customer portfolio and tracking history on mobile, tablet and PC.
• Organize customer visits.
• Prioritize follow-up actions based on last visit date, sales revenue, etc.

Set-up is a breeze. In just a few clicks, you import your Excel customer file and can immediately consult your customers’ records.

The main functionalities of a customer follow-up software are :

• Management of your customer database in the form of files (a file = all the information concerning a customer AND all the follow-up history).
• Taking notes for reports.
• Simplified management of tasks and reminders.
• Organize your customer visits and create round itineraries.
• Dashboards with tracking and visit statistics.
• Indicators to organize and prioritize your follow-up actions.

Implementation times for customer tracking software vary according to the solution and the level of configuration required to operate correctly.

Fortunately, Moovago is a turnkey solution that requires only one step to get up and running: import your customer file or database.

Our advisors are on hand to help you make this import as quickly as possible and take advantage of our customer follow-up tools, such as tasks and reminders.

To choose the right customer tracking software, start by asking yourself what you really need. There’s no need to draw up specifications if you need a turnkey solution that’s quick to set up.

Instead, ask yourself who will be using your customer care software, and what their needs are. If your list of needs is quite long, don’t hesitate to rank them in order of importance. This will help you focus on the essentials.

Moovago, for example, is a customer follow-up software designed for traveling sales representatives. It offers them the most important tools for sales follow-up

Moovago’s Route, Expo and Business tracking functionalities offer a wide range of tools for carrying out sales rounds, managing the distribution and tracking of samples and demo products, and following up sales opportunities.