Client Relations
- Overview: Add each client's products/services, deal value, number of users, term, corporate size and key sales rep. Filter data by Client Name, Product/Service. The system sorts by your most profitable clients
- Tracking: Summary data and notes allow you to monitor progress, upgrades and contract expiries. There are automated notifications well in advance of contractual end dates
Client Relations Management
- Comprehensive Messaging: Staff can message clients, the team, add follow-up dates and benefit from full message threads with clients
- Client Messaging: Clients can send messages on a number of topics, such as Suggestions, Issues or Delivery. When a message is received it will be allocated to the relevant department and handled. The system is suitable for customer service, sales, operations and tech support
- Client Handling: We offer 2 modules: 1) Client Relations: one staff member liaises externally 2) Customer Support: Any agent handles open tickets
Issue Tracking
- Overview: Create internal tickets: Add WBS1 or WBS2 (work breakdown structure) and assign to relevant staff
- Tracking: The system tracks progress, offers full message threads, assigned staff show a completed status but on senior staff can sign-offs
- Filters: Filter by product/service, staff or WBS
- Audit Trail: There is a full audit trail of all module activity
CRM: Pre-Sales
- Overview: Manage the 7 stages of the sales cycle. View stage, timeline, potential deal size, firm size, likelihood of closing and key contacts. Aside from job title, each contact is classified as decision-maker, champion or influencer. Add new notes or follow-up dates and view full message threads
Kanban-C: CRM (Existing Clients)
- Overview: Kanban Controlled (Kanban-C) is a patent-pending methodology for workflow management with controls. It is simple to use and non-tech users can be proficient within an hour
- Flexible Across Teams: Kanban-C is flexible across teams. Sales can upsell to existing clients, while marketing can plan social media campaigns, marketing material or client events. Improve client relations efficiency: Plan and track tasks. Support have read access to past client orders and payments, to reduce the number of tickets required
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Key Benefits
| Benefit | Rationale |
|---|---|
| Improve Client Retention: | When you build strong relations with your clients, they are more likely to continue with you. Client acquisition is expensive. Bolster profitabililty by keeping existing clients. |
| Strengthen Communication: | Communication is a significant aspect of Client Relations. Give clients a platform to voice their needs. Use this information to fine-tune and optimise the offering, as a way to enhance Client Relations. |
| Understand Client Needs Better: | Gain a deeper understanding of each client's needs, track and monitor, to nurture the relationship. |
| Happy Clients Spread The Word: | Whether "word by mouth", or online reviews, satisfied clients are more likely to recommend you. The converse also holds: Unhappy clients are likely to recommend avoiding your firm. |
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