4 ways a digital customer management tool benefits your business

Still keeping track of your customers the old-fashioned way? You’re not alone. A surprising number of small businesses still rely on old-school methods of recording their customers’ purchasing and contact information. The problem is that most of those methods—be it a notebook or spreadsheet—aren’t the safest (or most legal) method of customer management and they put your business at unnecessary risk.

Every business, from plumbers to salons, run on sensitive information like birthdays, social security numbers, credit card numbers, addresses, and personal contact information. If you process credit cards or keep any customer information on file, it may be time to consider digitizing.

Traditional methods of storing customer information make it difficult to recall past customer’s purchase, it requires a lot of your time to keep them updated, and too often important parts fall through the cracks. In many cases, the information you need to run your store is sensitive enough that even federal law prohibits your most trusted employees from having access to it.

Protecting this information isn’t just a good idea, it’s never been easier. Today we want to highlight four of the biggest benefits of using digitized customer management software.

1. Protect and secure private information

Keeping your customer and business information secure is a smart business practice. It also happens to be a federal requirement. With trusted, verified secure customer relationship management software, you and your customers can rest easy and know their information is safe and secure.

Every new customer should have their own, unique profile that you can quickly look up in your centralized customer directory. You need to be able to see their past purchases, buying behaviors, and personal details faster than ever, and all that information needs to be secure.

2. Simplify your record keeping

Let’s say you run a bike shop. How do you remember if a customer bought a helmet or something else? If you know it was a helmet, do you recall if they bought an extra-large, matte-black helmet of a specific brand with a carbon fiber visor?

Having this level of specificity will help you get better business results with less time and effort. But manually tracking such detailed information on a customer-to-customer basis would be a daunting task. With a digitized customer management tool in place, you’ll record every detail without having thinking twice about it.

You can put your record keeping on autopilot. You won’t have to train employees to ask for information at the register, nor will you have to worry about details falling through the cracks. When you centralize your customer directory, you’ll be able to automatically capture many of the most valuable pieces of information when they pay.

3. Get to know your customers

A manual ledger of your customers limits your ability to get to know your customers. With a digital customer management platform, you can have a customer directory that is searchable, filterable, and easy to understand. You’ll be able to identify your best customers (the ones who spend the most in your store) and how they are different from your most frequent customers (the ones who shop with you the most). You’ll even be able to see which of your customers may need a little extra love to nudge them back in.

4. Stay engaged

Customers want and expect a digital relationship with the businesses they patronize. They want email notifications for deals, specials, and events. They want to stay informed and updated.

That’s hard to do without a method to keep in touch when they walk out the door. It’s even harder to do if you don’t have a record for first-time buyers. A customer management tool that creates a profile for each customer, not just the ones you know on a first-name basis, will help you keep in touch with customers and keep them coming back.

Customer engagement is more than just knowing who your customers are or what they bought. Customer engagement is about growing a stronger relationship with them and encouraging them to continue doing business with you. Knowing who they are is the first step. The next is engaging them with relevant and well-timed messages, which isn’t possible without a solid customer directory.

Take action

Womply makes customer management a breeze. Our customer management solutions automatically build or update customer records every time someone transacts with your business, creating a customer directory that gets better every day without any work on your part. Learn more, plus get free reputation monitoring and customer insights when you sign up for Womply Free!


COVID-19 stimulus for consultants, contractors, agents (BIG PPP RULE CHANGE)

In this 5-minute read: Paycheck Protection Program (NEW RULES/BENEFIT FOR SCHEDULE C FILERS!) Pandemic Unemployment Assistance (PUA) benefits SBA Economic […]

Read More

Does California Prop 22 impact PPP loans? (plus NEW RULE CHANGES)

In this 3-minute read: What is California Prop 22? How does it affect app-based drivers who want to apply for […]

Read More

Can consultants apply for PPP loans? (important updates!)

In this 4-minute read: Do consultants qualify for PPP loans? What other eligibility requirements should you be aware of? Recent […]

Read More

Can real estate agents get PPP loans? (important changes for 2021!)

In this 4-minute read: Can real estate agents apply for PPP loans? Are there any other PPP loan eligibility requirements? […]

Read More

PPP UPDATE: New max loan amount calculation for Schedule C borrowers

In this 3-minute read: What changes to the PPP process will impact “Schedule C filers”? New rules will allow certain […]

Read More

14-day PPP exclusivity period starts today: what you need to know

In this 3-minute read: PPP “Exclusive Application Period” opens 2/24/21 and continues through 3/9/21 Businesses with 20 or more employees […]

Read More

See why Womply is the #1 marketing and CRM solution used by 500,000+ businesses.

Please start typing, and then choose your business from the dropdown.

By submitting this form you agree to Womply’s Terms of Service and Privacy Policy.