Relationship Management

Build Quality Connections With Your Customers, Vendors, Industry, & More

Customer Relationship Management Systems

The world is moving into a new way of maintaining customer relationships at a faster pace due to the external pressures.

People are more guarded in their personal accessibility. We rarely have easy face-to-face access so we must make up for it when we do communicate through email, phone or by video by making solid individual connections. We do this through managing the knowledge we have on our customers so we maximize the touch points when we do connect.

Get the latest Customer Relationshipment Management tools set up with your company data and working in the way that fits your business.

Get A CRM Setup Today

Build reliable partners, stay connected with your vendors, manage your sales teams’ efforts, and have a presence everywhere you need to with personal representation. Take your business to business relations to the next step.

Build Lasting Relationships

Take your business relationships to the next level or have help on a specific task. Let us know what you need to be done and we will let you know how we can help.

Get Started With A Manager

Types Of Relationships

Customers

One-Time
Regular
Ambassadors

Vendors

Suppliers
Partners
Advertisers

Agencies

Sales
Representatives

Industry

Groups
Chambers
Associations

Community

Non-Profits
NGO
Public

Employees

Individuals
Unions
Human Resources

Personal

Family
Friends
Neighbors

Government

State
County
City

Case Study

Hawaii Tours & Activities

Our Challenge

The company was growing quickly and needed to adapt to the increase in guides, bookings, customer requests, manifesting, guest services, and all the other operational pressures that comes with a business in the travel and tourism industry.

With the newly commonplace work-from-home model and geographic separation from our coworkers, keeping a pulse on collective and independent tasks, constant assurance that things are running smoothly is needed now more than ever.

Our Solution

Integrating a client relationship management system tracks guests’ needs, allows easy interaction with site visitors through chat, and specilized email campaigns treat every website visitor to a VIP level of personalized serivce – all on a screen-to-screen basis! We work to anticipate, meet, and exceed the needs of the site’s guests. Feedback is immediately provided and put into motion to enhance performance for specific areas and the organization overall.

CRM & eCommerce Integration
Website Chat Integration & Management
Training & Support

Relationship Management Tasks

Sales Outreach
- Direct Communications
- Create Materials
- Develop Strategy
Industry & Community Interaction
- Attend Meetings
- Set Up Events
- Coordinate Organization Partnerships

Marketing Support
- Make Promotions
- Analyze Performance
- Update Tasks
- Create Effective Workflow
Tech Support
- Provide Solutions
- Implement Tools & Software
- Train & Assist

Review Management
- Handle Customer Replies
- Complete Service Investigations
Guest Services
- Develop Follow Up
- Update Messaging
- Realize Customer Expectations
- Create Feedback Loops

CRMS Frequently Asked Questions

1.Why Do I Need Someone To Manage Business Relationships?

There are many things to handle in business on a day-to-day basis. Proactively managing relationships tends to be lower priority on the list as other tasks take precendence. Many business owners or managers simply have too many more important tasks that require them to complete immediately, whereas managing relationships lack a clear deadline or timeframe. Delegating that to an expert will allow relationships to steadily grow in your name, allowing you access to the greater benefits that stem from these relationships over time.

2.Is This Something You Can Do On Your Own?

You are (in most cases) your own best advocate and you don’t need someone speaking on your behalf. What you may be lacking, however, are the tools to stay on top of the many tasks that accompany relationship management. We don’t just set up software; we integrate processes and data that you need to make them work best for you.

3.How Should You Manage Relationships?

It starts with having a way to track what is going on within your network. A CRM (Client/Customer Relationship Management) system is the answer. It tracks and notifies you of a variety of actions that is seen to further a relationship. Track email opens, phone calls, site visits, notes, support tickets and more so when you connect with a customer, you have all the data to make that interaction meaningful for both parties. Donʻt waste other peopleʻs time due to a lack of easily trackable information on your end.

Have A CRMS Question? Ask Us!

Relationship Management Services

B2B Relationship Development Service
We support stronger business relationships. Develop workflows, events, meeting presentations, outreach materials, and so much more. Keep your people closer.
- Build Brand Ambassadors
- Customer / Vendor Management
- Communication & Tracking Tools
- Training & Support For Success
Starting at $99.00
Customize
Marketing Consultant & Manager
Sometimes you need an expert marketing consultant to come in and provide some fresh eyes. Let us help you manage your next sales initiative. Start now.
- 20+ Years Of Marketing Experience
- Diverse Team Of Professionals
- Get The Best Out Of Your Marketing
- Develop & Implement New Initiatives
Starting at $99.99
Customize
Setup & Training For Client Relationship Management
Get better results with your customers using a Customer Relationship Management (CRM) system. Track, set tasks, and take action. Learn about it now.
- Build Relationships
- Manage Vendors & Customers
- Increase Responsiveness
- One-On-One Training
Starting at $499.99
Customize