client management software

Client management: What is it?

Providing great customer 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 them 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, whether we are talking about your support team, your product team, your sales team or your IT team.

Client management: Information at your finger tips!

Client management is a process for recording and accessing important information about clients, such as their contact information, and all tickets, interactions, 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 software that will go beyond the basics. In addition to tracking information, software must provide an effective process for managing client interactions and conversation. This ensures details are discussed and clarified, project or product requirements are identified, issues are addressed, 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.

Manage client interactions with OneDesk

Do you want a client management 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 issues, ideas, suggestions and concerns? Do you want to be able to manage customer insights and incorporate their feedback into your projects or product development?

OneDesk simplifies this sometimes cumbersome process through its various helpdesk, contact management and project management applications. The client-portal, discussion forums and chat let your customers participate in conversations and enable you to effectively hear what they have to say about your products and services. You can capture and resolve their tickets, implement their changes, obtain new projects and contracts. You can also manage 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 Ticket and Task management tools to effectively incorporate customer data into your projects or the product development process.

client management

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 gain. Let OneDesk help you with all your client management needs. Sign up for your free trial account today.

Related blog posts:
Customer Engagement: A way to outperform your competitors
Sales database: Benefits and an alternative
Client relationship management modernized

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