Client management: What is it?
Providing great client service and seizing opportunities to increase sales revenues from every client interaction requires good record keeping and tracking processes. Keeping client information current and available to everyone who interacts with clients is a daunting task for any size organization. Today’s technology provides organizations with the software that can greatly simplify the task of client management.
Client management: Information at your finger tips!
Client management is a process for recording and accessing important information about clients, such as their profile, requirements, and all transactions or conversations between the client and team members.
Many software applications are simple systems that track basic contact information, such as, customer names, addresses, telephone numbers and purchase records. In a highly competitive marketplace, organizations need a client management software system that will go beyond the basics. In addition to tracking information, software must provide an effective process for managing client expectations. This ensures details are discussed and clarified, project or product requirements are identified, timelines are respected and project guidelines followed. Client management software must also provide an effective way to increase collaboration between the customer, the employees and partners which in turn builds strong working relationships where everyone benefits.
Client management with OneDesk
Do you want a client management software system that organizes your customer information and promotes collaboration? Do you want to have an easy way to reach out to and engage customers, create conversations and listen to ideas, suggestions and concerns? Do you want to be able to manage customer insights, elaborate on their requirements and incorporate their feedback into the product development system?
OneDesk simplifies the sometimes cumbersome client management process through its various social collaboration and product management tools. The customer portal tools such as, the discussion forums and chat let your customers participate in the conversation and enable you to effectively hear what they have to say about your products and services. You can then manage the customer suggestions by elaborating on their ideas and taking action to meet their needs. OneDesk’s client management tools also help your employees and partners take action. You can use the client insights to align your business goals and processes.
OneDesk: Utilize the Ideas, Requirements and Task management tools to effectively incorporate customer data into the product development process.
Client management in three steps: Listen. Engage. Take Action.
Firstly, listen to what customers really think about your products and services. Then, engage with them to figure out exactly what they want, by elaborating their suggestions and clarifying their inquiries. The final step means you have to act on this new found insight by incorporating the best ideas into the product development funnel. This will ensure you are delivering the right products and services that meet your customer needs and are ultimately more profitable.
Embark on a new journey with your customers, employees and partners that leads to increased collaboration and mutual gains. Let OneDesk help you with all your client management needs. Sign up for your free account today.