{"id":185,"date":"2022-10-31T16:50:16","date_gmt":"2022-10-31T16:50:16","guid":{"rendered":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/?p=185"},"modified":"2022-12-19T14:03:41","modified_gmt":"2022-12-19T14:03:41","slug":"what-are-the-best-practices-for-managing-customer-relationships-within-the-platform","status":"publish","type":"post","link":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/2022\/10\/31\/what-are-the-best-practices-for-managing-customer-relationships-within-the-platform\/","title":{"rendered":"What Are The Best Practices For Managing Customer Relationships Within The Platform?"},"content":{"rendered":"\n<div class=\"wp-block-fv-player-gutenberg-basic\"><div id=\"wpfp_12ddbc4a77d86b9c5c3b6d396966c61a\" data-item=\"{&quot;sources&quot;:[{&quot;src&quot;:&quot;https:\\\/\\\/www.nitssolutions.com\\\/wordpress\\\/wpprocrm\\\/wp-content\\\/uploads\\\/sites\\\/4\\\/2022\\\/10\\\/WPP_Best-Practices-Micro.mp4&quot;,&quot;type&quot;:&quot;video\\\/mp4&quot;}],&quot;id&quot;:&quot;23&quot;}\" class=\"flowplayer no-brand is-splash is-paused skin-slim no-svg fp-slim fp-edgy\" data-fv-embed=\"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/2022\/10\/31\/what-are-the-best-practices-for-managing-customer-relationships-within-the-platform\/fvp-23\/\" style=\"position:relative; max-width: 1920px; max-height: 1066px; \" data-ratio=\"0.5552\">\n\t<div class=\"fp-ratio\" style=\"padding-top: 55.52%\"><\/div>\n\t<div class=\"fp-ui\"><noscript>Please enable JavaScript<\/noscript><div class=\"fp-play fp-visible\"><svg class=\"fp-play-sharp-fill\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 100 100\"><defs><style>.fp-color-play{opacity:0.65;}.controlbutton{fill:#fff;}<\/style><\/defs><title>play-sharp-fill<\/title><path class=\"fp-color-play\" d=\"M49.9217-.078a50,50,0,1,0,50,50A50.0564,50.0564,0,0,0,49.9217-.078Z\"\/><polygon class=\"controlbutton\" points=\"73.601 50 37.968 70.573 37.968 29.427 73.601 50\" filter=\"url(#f1)\"\/><\/svg><\/div><div class=\"fp-preload\"><b><\/b><b><\/b><b><\/b><b><\/b><\/div><\/div>\n<div class='fvp-share-bar'><ul class=\"fvp-sharing\">\r\n    <li><a class=\"sharing-facebook\" href=\"https:\/\/www.facebook.com\/sharer\/sharer.php?u=https%3A%2F%2Fwww.nitssolutions.com%2Fwordpress%2Fwpprocrm%2F2022%2F10%2F31%2Fwhat-are-the-best-practices-for-managing-customer-relationships-within-the-platform%2F\" target=\"_blank\"><\/a><\/li>\r\n    <li><a class=\"sharing-twitter\" href=\"https:\/\/twitter.com\/intent\/tweet?text=Wholesale+Parts+Pro+CRM+Training+Microsite+&url=https%3A%2F%2Fwww.nitssolutions.com%2Fwordpress%2Fwpprocrm%2F2022%2F10%2F31%2Fwhat-are-the-best-practices-for-managing-customer-relationships-within-the-platform%2F\" target=\"_blank\"><\/a><\/li>\r\n    <li><a class=\"sharing-email\" href=\"mailto:?body=Check%20out%20the%20amazing%20video%20here%3A%20https%3A%2F%2Fwww.nitssolutions.com%2Fwordpress%2Fwpprocrm%2F2022%2F10%2F31%2Fwhat-are-the-best-practices-for-managing-customer-relationships-within-the-platform%2F\" target=\"_blank\"><\/a><\/li><\/ul><div><a class=\"sharing-link\" href=\"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/2022\/10\/31\/what-are-the-best-practices-for-managing-customer-relationships-within-the-platform\/\" target=\"_blank\">Link<\/a><\/div><div><label><a class=\"embed-code-toggle\" href=\"#\"><strong>Embed<\/strong><\/a><\/label><\/div><div class=\"embed-code\"><label>Copy and paste this HTML code into your webpage to embed.<\/label><textarea><\/textarea><\/div><\/div>\n<\/div>\n<\/div>\n\n\n\n<p><strong>Define List Of Customers To Target With Outreach<\/strong><\/p>\n\n\n\n<p>Use the landing page Fast Lane feature to look at predefined metrics with customized customer lists. Also, use the Customer Comparative Sales report to define your own unique customer lists.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-content\/uploads\/sites\/4\/2022\/10\/image-15.png\" alt=\"\" class=\"wp-image-188\" width=\"839\" height=\"435\" \/><\/figure>\n\n\n\n<p><strong>Customer Information Screen<\/strong><\/p>\n\n\n\n<p>Learn more about each account and develop the talk track for the contact through the Customer Information pop-up screen. This screen will provide insight to sales performance, top parts sold, invoices and  more. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-content\/uploads\/sites\/4\/2022\/10\/image-16.png\" alt=\"\" class=\"wp-image-189\" width=\"820\" height=\"353\" \/><\/figure>\n\n\n\n<p><strong>Contacts Module<\/strong><\/p>\n\n\n\n<p>Plan\/document contact efforts in the Contacts Module, there are 3 methods available to quickly add contacts in the platform. Utility Bar, Search Bar, and the \u2018Add Contact\u2019 page, keep track of open contacts in the Manage Customers module as well as the Contact Activity Calendar.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-content\/uploads\/sites\/4\/2022\/10\/image-17.png\" alt=\"\" class=\"wp-image-190\" width=\"866\" height=\"297\" \/><\/figure>\n\n\n\n<p><strong>Measure Impact Of Outreach Efforts To Your Bottom Line <\/strong><\/p>\n\n\n\n<p>Assess performance across various metric widgets on the Landing Page Dashboard. Identify effectiveness on account sales in the Customer Sales Trends report.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>If you have any further questions, please reach out to<strong> wpp@wholesalepartscrm.com<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"2233\" height=\"1250\" src=\"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-content\/uploads\/sites\/4\/2022\/10\/image-18.png\" alt=\"\" class=\"wp-image-191\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Define List Of Customers To Target With Outreach Use the landing page Fast Lane feature to look at predefined metrics with customized customer lists. Also, [&#8230;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"cybocfi_hide_featured_image":"","footnotes":""},"categories":[1],"tags":[],"_links":{"self":[{"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/posts\/185"}],"collection":[{"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/comments?post=185"}],"version-history":[{"count":2,"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/posts\/185\/revisions"}],"predecessor-version":[{"id":192,"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/posts\/185\/revisions\/192"}],"wp:attachment":[{"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/media?parent=185"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/categories?post=185"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/tags?post=185"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}