Collect and Organize Customer Information

Find out the best ways to communicate with customers to increase satisfaction. More information means less team errors.
Contact Sales
Lead Routing

How Customer Tracking Works

We’ve all heard the saying “knowledge is power.”

Well, that couldn’t be more true when it comes to growing your customer base.

Information like a person’s name, email, and phone number is just the start. To really stand out from your competition, you should know things like why a prospect is interested in your product, how soon they intend to buy, and what they’ve already looked into.
DYL Advanced Workflows
  • 1. Build Lasting Customer Relationships with Customer Tracking

  • 2. Market Products and Services More Effectively

  • 3. The Seeds of Prosperity

  • 4. Additional Features
And it should all be accessible in just a few clicks.

With DYL’s Customer Tracking software, you can see all that and more, including how and when a customer prefers to be contacted. And whether you should follow up via call, email, or text.

You’ll have better ideas for how to package your marketing efforts. Customers may respond better to product updates, while prospects may react more positively to limited time offers.

Additionally, managers can see when prospects were last contacted and who spoke to them. This ensures no potential sale falls through the cracks.

Customer Tracking is all about offering premium service. When people feel special, they remain loyal to your brand.

And that’s the secret to growing your business.
DYL Workflows Dashboard DYL Workflows Dashboard

Build Lasting Customer Relationships with Customer Tracking

Growing a company requires ongoing communication - between you and your team, and your team and the outside world.

If your team doesn’t have a way to track a customer’s call history, you’ve got a problem.

Why? Because communication doesn’t stop when a prospect buys. On the contrary, staying in touch is how successful businesses build loyal customers.

To do that, your team needs access to customer information, notes on past conversations, a log showing call history, and anything else that enables them to continually provide superior service.

Many customers go months without ever hearing from a business. Imagine all the missed opportunities to share best practice tips or engage them with fun contests or giveaways.

With Customer Tracking, you have all the information you need to send a text, schedule an appointment, or follow up with a call or email.

Who needs DYL’s Customer Tracking? Business owners who want their sales and service teams to build stronger client relationships.
DYL Advanced Workflows

Market Products and Services More Effectively

Customer Tracking is all about how well you know your prospects and customers.

It’s beyond just knowing their contact info. It’s about knowing their reasons for buying or not buying. Knowing their immediate needs and future plans.

When you have customer tracking in place, you minimize miscommunication and keep your staff accountable.

People’s needs change over time, so knowing a customer’s history helps you adjust the frequency and nature of your outreach efforts.

Do they prefer text or email? Are they a large account? Do they qualify for a loyalty program?

If you sell multiple products or provide a service with multiple options, tracking a customer’s history enables your team to make informed decisions.

In the end, your customers will show their appreciation by staying with you for the long haul.
DYL Advanced Workflows
DYL Advanced Workflows

The Seeds of Prosperity

Denise Redford, owner of Leafy Greens Co-op, wanted to make a larger impact on her community by expanding her footprint.

But in order to determine the location of her next store, she needed to collect more information on the needs of populations in outlying regions. This meant making hundreds of calls to local farmers and small businesses specializing in healthy, sustainable products.

The problem was her team wasn’t equipped with the tools to collect all the necessary information in an easy-to-reference manner. Many of her staff members still relied on traditional pen to paper and file cabinets. And even the more tech savvy team members lacked the skills needed to keep their notes organized in Google Docs and Excel sheets.

Fortunately, she found DYL’s all-in-one sales and crm platform. With DYL, Denise could take advantage of the platform’s Customer Tracking software to track all customer interactions, including recorded calls, call logs, notes, and workflows to follow up, and make appointments, all from within the same platform.

The results were pleasantly surprising. With all the time her teams saved, Leafy Greens was able to expand sooner than expected. And new business relationships are now easier to forge than ever before.

DYL’s All-in-One Platform includes over 80 Customizable Features

See if DYL is for you.