How to Boost Customer Retention-These 4 Smart Ways

Converting a lead into a buying customer takes lots of time and resources. That is why you have to hang on to all your customers as much as you can. Once you close a sale, things should not end there. You should nurture your clients so that they can become repeat customers. Most people use Salesforce when it comes to closing leads, but here is how you can make maximum use of it.


You can use the information gathered in the system to personalize how you interact with your clients. This will make your clients feel so much more special and they will respond more willingly to your messages and offers.

For instance, you can personalize emails to them by addressing them with their names. You can also suggest things to buy based on their past purchases and things they have expressed interest in the past.

Get all customer data together

It is important that you have a 360-degree view of your customer. This creates more transparency and helps you to understand your customers better. This makes it easier for you to deal with your clients and meet their needs in a satisfactory manner.

You can do this by integrating your CRM such as Salesforce with other applications that you are using. For instance, if you have a marketing application and a customer service desk, all these can be integrated with Salesforce, such that when your staff is dealing with a customer query they can see the entire history of the client’s dealings with the company.

In addition, integrating Salesforce with other applications such as will make Salesforce easier to run since it will be much more efficient.

Get active on social media

You can integrate your Salesforce account with your social media account. This will help you to actively respond to customer queries on social media. You can set the feed to refresh after every few minutes so that you can see any new queries as they are posted.

Seeing that most customers who are on social media would rather ask questions on these platforms, it is good practice for your company to be active on these sites so that clients can see you are responsive and you will reply to any of their queries.

You can simply respond to these queries from your Salesforce account, which will save you the hassle of having to open multiple social media accounts and post in each of them.

Track your customers

You can be able to track how your customers interact with you. If they do not interact with your business in any way for a couple of months, you can reach out to them by sending them offers and messages. This is a great way to ensure that you do not lose your customers.

The beauty of it is that you can set up Salesforce to automatically track clients who have been inactive for quite some time so that you can send them reminders.

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