Relationship Management

Managing relationships is important to building a successful business.  It gets ever more difficult with the huge rise in the amount of communication,  through the exponential rise in email traffic, social media interactions and off line business networking. Being able to segregate such relationships into meaningful groups and lists is necessary, so you can manage them effectively and arrange appropriate follow up and monitoring.

Keeping clients, prospects and others potentially interested in your products and services informed and up-to-date with developments in your business, and ensuring you have accurate details about them so you can tailor and time your communications, is key to retaining existing clients and converting those in your sales pipeline.

To do this effectively and efficiently it is necessary to have the right systems and procedures.  This can be difficult using just spreadsheets and Outlook (or manual post-it notes!).  Automation to provide reminders of key dates, templates for standard letters and emails, filing documents and mail so that they can be easily accessd along with the client details are all necessary to promote efficiency annd help you to ensure a good service.

Campaigns and Pipeline Reporting

Creating marketing campaigns to attract prospects or notify clients of a new service or product that has been launched, for instance, is an important way of generating new business.

It is important to be able to target the campaigns so that they are sent to those who would be most interested.  Segmentation is therefore important, and monitoring and analysing the campaign to see how successful it is will provide valuable feedback on how the campaigns may be improved. 

Once people are engaged and you have qualified a new lead or prospect, you need to be able to track the progress, and see how successful you are in converting these to clients.  Good reporting tools wil enable you to be able to spot where any issues are, and allow you to address them to improve conversion rates.

How we can help

A good Client Relationship Management (CRM) solution can help marketing, sales, and customer service people find, win, and grow profitable customer relationships.  We offer expertise in implementing such solutions, and through our partnership with Microsoft we can offer a leading Cloud based application, offering a cost efficient solution which can easily grow with your business.

This is integrated with Case Management giving you a complete view view of both clients and prospects, including their relationships with other parties. Together they provide a full picture for your business development, marketing, and servicing needs from the moment of first contact through to better serving your established and valued client base.