Customer Relationship Management (CRM)
Make each customer feel like they are the most important person in the world……….because at the moment they are in your store, they are! Your entire staff will have all of your customers important information at their finger tips at all times whether they are in the store or on the phone.
The built in Customer Loyalty Program tells your customers just how important they are. Keep them coming back to your store! It costs less to get an existing customer to return than to advertise for new ones.
Know things about your customers buying habits such as number of transactions, dollars spent, profit amount, items purchase by category and year, and much more!
An up-to-date customer database is one of your most important company assets. Many features are automatic to assist your staff in keeping the database up to date.
Adding new customers and searching for existing customers is easy. Built in features help eliminate duplicate customers and misspellings.
Use the profile and customer data to print addresses on mailing labels for a specific group of customers, or for your entire customer list. Maximize your advertising dollars through targeted promotions that can increase profits.
The POS software automatically informs you if a customer has a holding sale, an open sales order, an in-store credit, an open Accounts Receivable payment due, or an open quote.
Easily keep track of all of your customer's information:
- Customer discounts
- Tax exemption status
- Customized product and service information
- Transaction history at the touch of a button
- Print directions to customer's locations for service calls and installations
- Detailed customer notes and history
- E-mail lists enable you to send personalized specials at the touch of a button
- Photograph’s and custom measurement forms
- Accounts receivable credit limits for your customers to control accounts
- Customer and equipment profiles for reference in your store, and printing on service call slips - staff will always have access to important equipment and service information
- Pool and spa volume, size and chemical system
- Future service call needs
Provide your customers with personalized chemical maintenance calendars, opening tip sheets and closing tip sheets. These are customized with your products and insert the correct dosage for your customer’s pool or spa volume. Keep them coming back to your store for their maintenance products.
If your customer does not bring in a water sample, print a chemical troubleshooting form or their water problem. It is a cheat sheet for your staff to ensure they sell the customer everything they need and an easy to follow checklist for the customer when they get home.
Ensure all of your customer’s needs and company needs are taken care of by creating special "flag" notations for individual customers that automatically show up in bold red text when a sale or sales order is started.
Revolving service providers can schedule your customer's preferred service person, their preferred day of the week, frequency, location, type of service, and time of service. Sales Orders and scheduling is created automatically for an unlimited number of customers at the touch of a button.
When you add a new customer, recording the referral source will enable you to create referral reports, helping you make important future marketing decisions.
Sell gift cards or hand them out as complimentary credits. The barcode number on the back tracks the amount available on the card.
Keep track of all of your sales leads plus current and future follow up calls. Create targeted mailing lists from each "lead type" you create in the system.
To learn more about how RB Control Systems can manage your customers and increase sales simply select to request more information below.
