A business can never place too much emphasis on its customers. One of the primary goals of any organization should be to identify and meet the needs of the customer’s business.
Having the right data and developing the skills to effectively respond to customer’s needs will lead to offering the right solution.
Managing customers is more than just selling to them – it’s about effective communication, meeting and exceeding their expectations, and a relentless focus on providing solutions to their problems. It requires creating a culture where all customer-facing employees feel ownership of each customer relationship so that they are driven to improve the customer experience.
Uptake Canada offers solutions focused on providing the right tools to understand and engage the customer from all levels of the organization, creating increased growth opportunities and higher satisfaction levels.
A robust CRM system designed with the specific needs of the Caterpillar dealer business in mind, SalesLink allows companies to better manage their business relationships, including the data and information associated with them.
The Customer Search module is part of the core CRM package and a sister system to SalesLink that allows the dealership to expand its CRM reach to any customer-facing employee, including the management team and sales reps.
Another core component of the CRM package, Customer Hierarchy is a tool to create and view information by grouping of accounts. There is an automation of core ERP parent/child relationships plus the ability to create custom groups of accounts.
The key to unlocking customer data and dealer inventory on the go, SalesLink TOUCH is an app available for mobile devices that provides access to contact info while allowing users to edit activities, leads and opportunities, issues and more.
UCC Integration is an optional module that brings UCC1 filings on competitive information into SalesLink, providing visibility and robust reporting. This module is available to dealers in the US only.
Customer Issue Management (CIM) is an optional module within SalesLink that enables the dealership to easily document, track and resolve issues that are directly related to customer satisfaction.
The Customer Survey Management (CSM) module enables the dealership to develop and record their own surveys as well as import outsourced survey results from services like Daniels Group and RDA.
Dealers will differentiate themselves with the Customer Portal, a dedicated, branded, self-service site for their customers to access and manage vital information about their account and their fleet of equipment.