CRM Best Practices: Acquire Stunning Customer Service Skills [Infographic]

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CRM Best Practices: Acquire Stunning Customer Service Skills [Infographic]

Innovations and digitalization of the world have changed the customers’ requirements critically. Definitely, they always wanted more personalization and quality in services and products but nowadays they also demand effortless issue solving and anytime access to the knowledge base. To enable great customer experience, you should have a full view of each client, buying history and patterns, as well as previous cases if there were some. CRM solutions deal with these problems easily and supply you with tools for business processes facilitation and improving your service speed and quality. Besides, CRM best practices help to increase customers’ loyalty what is really important for making them come back to you over and over again.

Boost the Rates of Customer Engagement

With CRM, you may get into the clients’ needs and preempt the appearance of some cases by increasing the number of communication channels. The more touchpoints with customers will your managers have, the more effortless and effective service will they provide. CRM best practices emphasizes the essence of 3 aspects of success in service providing:

  • customers the options of self-service support (knowledge base, FAQ modules, self-service portals, forums and communities in social media)
  • support managers with workable tools and a shared knowledge source for offering solutions to customers’ issues
  • a single view of a client for all company’s departments for ensuring the transparency of interactions and consistent service delivering

Lots of customers find more convenient to visit your site or ask you some questions in social media instead making a call to a support manager. So, empowering your clients with the ability to access the knowledge base or portal anytime from any device will deliver a positive effect on the loyalty levels.

CRM Best Practices for Becoming First-Rate Support Manager

Business is always about the people - you deliver product or service, as well as those you are working with. Once you provided your service team with great tools, you should take care of their proficiency and advance their skills with extra trainings. Thus, make sure that your employees possess a basic set of abilities such as

  • attentiveness not only to the customer priority or value for the business, but also to the language, terms they use
  • patience - as a rule clients’ are angry with the service and write or speak too emotionality, so support managers should listen to them without interruptions, and only then offer help or provide the solution
  • knowledge of product and its functionality is obligatory for becoming a forward-facing manager
  • depersonalization - customers are uninterested in issues or problems of your managers, so they should be friendly and the general phrases “I understand” or “I know how you feel” would be enough.
  • sense of humour helps your team to deal with the stressful job more effectively. Thus, make sure your managers laugh with a customer but not at a customer

There are far more skills support managers should acquire. So, take a look at the infographic offered by and figure out how to master the key abilities for outstanding service delivery.


  As you can see, the stunning performance requires the permanent improvement. If you want to receive the latest updates and get the praised and proven CRM best practices posts, subscribe to Trujay weekly newsletter right way!

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