The ServOps CRM

How to Win More Clients and Make Them Love You!

6-Apr 2018

What if I told you that you could attract even more clients by simply increasing your efficiency? With the help of service operations automation, you can! By streamlining your business operations - including client accounts, team scheduling, and billing - your team will have more time to spend on valuable clients instead of repetitive busywork.

Here are 4 simple ways of using service operations automation to grow your business and retain existing clients;

1. Put the ‘Relationship’ back into CRM

You need a CRM that will effortlessly nurture your client relationships from prospect through to payment. It might sound like magic, but the right smart platform can forecast your profitability, monitor your projects, and update your team schedules - so you can focus on attracting new business and closing every sale.

By investing in a ServOps CRM that logs (and archives) all client information in one shared sapce, you’ll always know what's going on with your clients - and you’ll never have to dig through endless email threads just to figure out what’s going on.

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2. Impress with Integration

Further delight your clients by choosing a smart platform that integrates with the likes of Slack and HubSpot. 

For example, get instantly notified of any changes made to client projects so that your team always knows what to work on next. And when you start to attract new leads, you won't need to worry about spending valuable time manually entering their details into various tools. Instead, a new HubSpot contact will automatically be added to your ServOps platform so that you can seamlessly nurture that lead from contact to customer.

3. Be the Brightest

Just like a smart car, a ServOps CRM will drive your business for you - and predict any speed bumps along the way. You’ll be notified every time a client interacts with a project, or if a certain project is going over budget so that you can allocate resources accordingly and ensure every task gets completed on time. That way, you’ll never have to let another client down or miss an important deadline that affects your bottom line.

4. Go Beyond Collaboration

Take your project management to the next level with a smart platform that manages client work from start to finish. With the right integrated system, you’ll be able to track tickets, issues and finances in real time, and easily generate an invoice from the same dashboard. Genius, right? Imagine how much happier you and your clients will be at the end of a project when they realize the billing process is only a matter of crossing the t’s and dotting the I’s.

It's a surefire way to win them over and keep them coming back for more! Just click here to see a ServOps CRM in motion.

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