Before getting started with Clientbook- What were you doing before we engaged? What problem were you trying to solve? What were your frustrations? What was your current state?
We did not have a consistent, modern method to keep in touch with our customers. We had to pull data constantly to review and contact customers. Every sales person had their own method of contacting the customer, setting reminders and appointments and they were not visible to others. In addition, as a commissioned sales force, we did not have transparent system of reviewing customer contacts for any commission disputes.
What piqued your interest in Clientbook originally?
The simplicity of the app and the responsiveness of the Clientbook team. We were able to get up and running very quickly.
Why did you decide to do business with us? Why did you decide to pull the trigger?
The simplicity of the app, the attentiveness from the team, and the excitement of the sales team were all contributing factors in coming on board.
Describe working with us. In what area did you get the most value? Why do you think that is?
Everyone on the team is very quick to respond, listens to your needs and updates are regular which show a passion for growing the system. The team asks for feedback and checks in to see how it is going. I also like the progressive thinking on possibly building algorithms to show what a successful clientelling approach is and how to make the team more effective.
What results did you achieve from working with us? How would you describe the transformation? What areas of your business/life improved and by how much? Why do you think they improved?
Our data has shown an uptick in closing sales with the proper and timely follow up to questions asked by our customers. In addition, the sales team has been more efficient in serving our customers. Sales associates can review contacts between another sales person and the customer, which helps serve the customer when the the primary sales person is out of the store when a customer returns. Finally, the sales team is able to quickly communicate with customers for upcoming events, birthdays, anniversaries, etc.
Why should someone in your position take action right now?
Customers want a frictionless environment meaning they want to communicate faster and easier as ever. This system facilitates better communication and organization to effectively communicate.
What was your ROI from working us? Just ballpark...
For every 1,000 customers that walk through our doors, a 1% better closing ration is worth about $2,000 so anytime we can improve our closing ratio we improve our sales. I would say our ROI has been 100% easily. In other words, a year's worth of Clientbook cost was covered within the first month of being on board.
What could be improved with your experience?
I would love to see integration with Point of Sale Systems to limit data redundancies.
