Your customers are an essential part of your business. If you don’t keep your customers serviced and happy, you won’t have a successful business for very long. One of the best resources I’ve found for helping my clients manage their customer data is Streak, a free Gmail CRM plugin.
I use Gmail exclusively to handle my email needs (as do almost all of my clients), so Streak fits in perfectly to my daily workflow. You must be using the Chrome browser to install and use Streak, but I’ve found it’s an easy install and works great not only on my Windows laptop, but also my Chromebook. The disadvantage comes if you are using a computer that does not have the Chrome browser installed. I have ran into this issue before, but haven’t found it to be a large deterrent or drawback in my experience.
Within Streak, you can create customer “boxes”, which allow you track any sort of data that you are interested in. You create the categories that you need, so your unique business is not stuck with default categories that are not necessary for your business. The possibilities to use Streak really are endless.
As you open an email, you can add it to that customer’s box. Once this is done, you are able to enter information about the customer’s account, assign a task to a team member (who will also be able to see the email when you add it to the box that is shared with them), or set reminders. Reminders are emailed to you, which is incredibly useful, considering you can see who you need to follow up with even on a non-Chrome device like your smartphone. I love the reminders option and use it on a daily basis to make sure to follow up with customers in a timely manner.
Streak is a great resource for you and your team to stay on top of customer service and retention. I highly suggest you give it a try and see how it can help your business grow!