Client Relations

Track Contracts, Ticketing &
Improve Client Retention

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Sales, Marketing & CRM


Sales

Set and manage sales targets (OKRs). Monitor a wide range of metrics including leads, sales, reviews, current contracts and deal value, to facilitate upselling.

Marketing

Create unlimited newsletter categories to segment your user base and invite clients. As it is GDPR-compliant, this functionality is opt-in only.

CRM

Our pre-sales CRM includes the 7 stages of the sales lifecycle. Post-Sales CRM uses Kanban-Controlled (Kanban-C) to manage on-going workflows.

Support/Live Chat

Client Relations (the same person is client-facing per ticket); Customer Support (any agent handles open tickets); plus Live Chat. Audit trails are provided.




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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 select a topic e.g. Suggestions, Issues or Delivery. Messages are allocated to and handled by the relevant department. The system is suitable for customer service, sales, operations and tech support

  • Client Handling: We offer two modules: 1) Client Relations: one staff member liaises externally per ticket 2) Customer Support: Any agent handles open tickets

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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 clients, they are more likely to extend contracts. Client acquisition is expensive. Bolster profitabililty through client retention.
Strengthen Communication: Give clients a platform to voice their needs. Use this information to fine-tune and optimise the offering, 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
Book a Demo/Consultation