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
Request a demo or consultation
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. |
Request a demo or consultation