How can you determine CRM customers issue easily?

6 min readSep 4, 2020

Treating your customers like a king in business so it means that you have to treat them forever whenever they deal with your organization. No matter what complaint or issue they are facing from the product or service that you shared. Like if you are serving the stellar service of one of the software called Customer Relationship Management then it can happen when customers come to you to share their pain points or we would say their issues. Working in one of the most demanding software called CRM but that doesn’t mean you can’t face any issue or your customers will never come to you with their pain points.

Large scale organizations prefer to introduce CRM tools for this task because customer issues can be easy or can be challenging one for anybody. Therefore, CRM tools are dominant in this task and are ready to make the relationship better between both you and your customers. You can feel like the CRM tools are playing a role as a middleman. Now the question is how the organization will tackle CRM customers issue or how to determine CRM customers issue without any difficulty? Your customers can face any issues like the process of their CRM software, support issue, financial and many others but it is important to see how an organization that deals with them determines their problems.

How to find and fix the CRM customers issue perfectly?

First task is to “Ask”

This is simple where you have to just ask your customers about the problems that what they are facing while working on this superior CRM software. Asking straight to your customers means that you care about them and always want to strengthen your relationship so that they always contact you without plunging into any other organization regarding CRM problem. Your job is to solve their queries and also ask them an open-ended question which is a good idea. Well, asking them open-ended questions means you did a good start.

Next job is to “Listen” what they are trying to say

You are looking to find and fix the CRM customers issue, so now the organization role is to hear their queries no matter how much pain point or big problems they are informing you. It will be a good decision again if you call them and discuss, face to face conversation, live chat and you have many more options where you can start the conversation with them. Grab the entire data whatever they said and here the CRM tools will help you because you can import the data here.

Now “Look” what you are offering

Like if a customer has shared an issue about the CRM software product that you offer then your role begins by checking out the product and service carefully and see what is a mistake there. Remember review matters the most and you have to take this as an opportunity because customers are helping you to improve your business. You can also learn from your competitors by checking out the information about a similar product. You have to determine what better or we would say what best you can present now.

Now “Understand” their pain points

Here we must say you should share some efforts to map your customer’s journey and examine every activity of purchase and other aspects that they do with your business. Mapping their journey will present the information from initial interest to final purchase. This is good because you will get aware of CRM customers issue via mapping their journey and you will find the pain point on your own and hope you bring a change after that before customers share their issues. No one wants to face any daunting task like CRM problems but if you map the customer’s journey then you get to know about the issues before anyone raises any question.

Last task is to “Search” that

Next, the organizations have to do is to search for the similar content keyword that the customers are using for your product and service. It is not so difficult as you have to go to Google and type the same keyword what the customers did and see the pop-up search result. You find out the entire terms that users search and then it gives a signal to you where your customers are facing the hurdle by using the same term related to the product and service that you offered them earlier.

CRM users must adopt some great extensions regarding their issues

You may have numerous CRM customers issues but these pain points can be solved if you strive for some dominant plugins in your work activity. We are going to enlist some exceptional plugins for your business and those were-

SuiteCRM BCC Archive

Suppose you are not at your office and if a client wants to understand something, so you choose other platforms but are you facing this issue of not saving the conversation with that client? We have a great extension for this called SuiteCRM BCC Archive no matter from which device you are messaging to your clients, it will automatically get saved on your CRM system. Thanks to this plugin for this outstanding functionality as it scans the BCC and then assigns it to the CRM system just to keep the conversation in a safe zone.

Inserting conversation between both parties goes in real-time
It scans CC, TO, FROM and then fetch customer email address
The plugin can attach email conversation from leads

Twilio Auto Dialer

Many of you are facing issues regarding calling purpose as you want a stellar extension that saves your quality of time, so let us put a spotlight on the addon called Twilio Auto Dialer for your business where you don’t need to dial the number again and again. It will get connected to the second call automatically when you end up the first call with your client. The extension saves you high efforts where you don’t have to entail a long process while calling.

Always a pop-up appears on your screen when someone calls you
Always save the conversation between both parties
Offers you a default number feature

SuiteCRM Record restore manager

Your customers can face difficulties when they accidently delete the records which are important for their work activity. Want those crucial data back in your work? We have a new and advanced plugin for you called SuiteCRM Record restore manager where you can restore all those data that you lost. No such harm to your data as you will get it the same that you want. Only the admin can do this process of restoration.

You can do multiple restores in a single time easily
It saves your quality of time as just one tap and you restore the data
Real status will show like when the data was deleted.

Concluding remarks

Starting up the business then one thing you should always bear in mind that you build up the organization to gain customers and if they face any pain points then you are one who should step forward and solve all their queries swiftly. Today we expound about the CRM software and their customers that there are many who are facing many big issues. Do you have any idea how you will find out and more importantly how you will fix that issue? If not, we have shared the top five determines that you must remember what your task is. Also, many of you here need some great extension to build-up your business more powerful by solving issues. Read out the whole extensions that we shared above and check out which addon is suitable for your work activity.