Tasks And Conversations - Staying on top of your activities.
A 5% increase in customer retention results in a profit increase of 25% to 95%, with 65% of a company’s purchases coming from returning customers.
No matter what you do, being able to respond to your leads and customers in a timely manner - and following up on their requests to completion - will be absolutely critical to your success.
The Conversations view is the fastest way to make sure you're fulfilling your obligation to your customers to respond to their requests in a timely manner. It pulls together all of your emails, SMS messages, and missed calls into a single convenient view and lets you sort by new, sales rep, and more. Never drop the ball again on a client request!
Sometimes, things take more than a simple reply to resolve. Sometimes you need to task a team member to solve a problem, create content, or circle back with the one person who knows how that software system you wish you could leave in the dark ages works.
That's what the tasks interface is for - Not only does it let you see all of your outstanding tasks, it lets the agency owner get a top down view of what tasks are still outstanding, or even late, right from the agency dashboard.
Tasks are one of the most effective ways to remember to knock out those requests to completion - even if they take several days of back and forth from your team internally!
Easy enough, right?
But I know what you're thinking - the last thing you want to do is constantly create tasks manually every time a customer has a request. And I couldn't agree more!
That's why we created Workflows and Playbooks (Spoiler alert: Playbooks are just your most useful workflows).
Check out this guide on how Workflows and Playbooks can help you automate the most repetitive parts of your sales, marketing, onboarding, and customer support processes.
Ryan Matonis