Bring Back the Spark in Your Client Relationships

Every client relationship needs to be nurtured and cultivated so that it can blossom and become stronger over time. Ultimately, the touch points you make along the way will serve a greater purpose, which is to develop a level of trust and loyalty that will not easily be broken.

We know how important it is to create a memorable client experience, so we want to share some ideas on how you can use Accelo’s features to achieve your goals and stay on top of client relationships.

First Client Meeting

First impressions are everlasting. Once you’ve established a new partnership, it’s important to keep the honeymoon phase alive. Sending out a nice thank you note or welcome note serves as a grander gesture. It can reinforce the fact that they’ve not only made the right decision but that you are going to live up their expectations. In Accelo, you can create an automated email from a Sales Type progression action that will send a client facing email once the Sale is Won.

If you’re looking to go above and beyond, you can even send promotional swag or gear to welcome your new clients to the family. To keep track of whether or not gear has been sent, you can create a Custom Profile Field in Accelo on the Company level to capture that information.

Build a Connection 

Now that you’ve won them over, you’ll have to maintain that relationship. Impress your clients by remembering important dates. For example, use Custom Profile fields in Accelo to capture significant dates such as sign-on/anniversary date, or birthdays. From there, you can use our powerful automated Triggers to fire off a personalized email whenever their special day arrives. All you have to do is sit back, relax, and reap all the rewards.

Maintain Communication and Outreach 

There’s nothing more caring than a message or note that lets your client or partner know you’re thinking of them. Proactive communication is an essential part of building that unbreakable bond. In Accelo, you can use our Campaigns feature to create a drip marketing campaign such as newsletters or one-off campaigns to send to your clients. You can even utilize our MailChimp integration to export target lists, send them in Accelo, and track campaign results.

Listen and Learn

In any healthy relationship, communication is a two-way street. If there is active and open communication, that’s great. However, it’s just as important to be listening when they are not saying anything at all. You’ll want to keep a lookout for those subtle signs. With our advanced Trigger settings, you can check for activity against inbound emails and see if there has been a gap in communication. Let’s say your client hasn’t responded in over 30 days; you can send an automated email to your client and account manager to check in with them. All your client needs is some TLC to win them over again and remind them of how great you are.

Start working with a client work management platform like Accelo today and put the 'relationship' back into CRM. Click here to activate your free trial now.