Win, Retain, and Grow

3 Ways to Win More Clients

4-Dec 2017

More often than not, your clients are just as busy as you are, so why not make life easier for both of you with Accelo?

With a client work management platform like Accelo, you’ll be able to streamline your workflows so that all of your sales, projects, client communication, and data are stored in one place - for you and team to access in real-time.

This way, everyone is always on the same page when it comes to the status of a certain project and you don’t have to rehash old information with the same client twice. The best part? You'll finally get back the time you need to focus on growth and attract new business.

Here are a few ways to leverage Accelo to win more clients:

1. Revamp Your Inbox

One way to build lasting client relationships is by having a seamless communication process. With a Team Inbox or ‘stream’, all client-related communication will be stored automatically for any new team member to access. This means a client won't need to be hassled with questions they’ve already answered - because every detail will be right there in front of you.

With the client work management platform, you’ll also be able to see what’s going on with pertinent client accounts (in real-time), without having your personal inbox flooded with forwarded emails or CCs - saving you from the frustrating task of having to dig around in various disconnected tools just to find the information you need.

2. Increase Transparency

A fully automated platform can further boost company-wide transparency by enabling shared access to projects and calendars, so that existing (or prospective) clients understand your true value. They’ll be able to see how many billable hours you’re putting in, and get automatic updates every time a task is completed - so that your business looks professional, efficient, and most importantly, worth investing time in!

3. Easy Invoicing

Before you can turn your billable time into revenue, you need to invoice your clients. But gathering all your expenses from various tools, emails, and accounts is a tedious process and one that could damage client relationships (if done incorrectly). The right client work management platform can cut the admin burden of invoicing in half (or altogether) for you and your clients - so that you can focus on more important things like boosting profitability and productivity.

To put it simply, a true, cloud-based software can give you the support and business operations management that you need to grow with ease - getting you set up for success and back to doing the work you love. Click here to sign up for a free trial today.


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