Habits can lurk in the shadows and create problems we aren’t aware of. Communicating in disjointed ways can sometimes become such a habit among professional services teams. Outdated or inefficient methods of managing communication could slow down your projects, create internal misunderstanding or — worst of all — damage your client relationships.
According to Salesforce, 86% of executives say ineffective collaboration and communication are to blame for failure in business.
It’s important to uncover your team’s collective communication issues (especially the ones you may not have seen clearly before) and offer effective solutions. We’re going to take a look at how poor communication can get out of control and how client-based teams like yours are using Accelo to solve this problem.
Think about how many different ways you currently keep in touch with team members about internal work and with prospects and clients throughout their journey. For example, you might follow a path like this:
Your team accumulates inefficiency at every step along this trail because of a lack of visibility. Not having visibility over a client’s history of sales, requests, projects, invoices and more makes it hard to find information and provide top-notch service. Your employees, workflows and clients are affected.
With improper communication and limited visibility, your team could struggle to make sense of where a client stands. It can be difficult to complete project work accurately, respond to client requests appropriately and know what the rest of the team is working on. Employees might therefore feel frustrated. Managers could be frazzled. And new hires may have a hard time catching up.
How people communicate is intertwined with how they complete tasks. If communication isn’t working well, you could have a workflow problem — or vice versa. Using too many platforms or repeating manual steps can create hidden bottlenecks that break down your processes and slow down nearly every stage of client work.
Issues within your workflows will eventually transfer to your clients. They’ll notice when you can’t provide quick status updates, take care of one-off requests easily or handle adjustments to a project. Once your team’s communication starts impacting your clients, it can be hard to recover.
It’s shocking when something that seems like a complex problem has a simple solution. That’s exactly what happens when new Accelo users experience the power of the Activity Stream firsthand.
The Activity Stream compiles all of the communication and activity that pertains to a given client or company in one convenient feed. It’s like a social media feed but better — because it displays the key information your team needs to keep the business running efficiently.
Perhaps the best part is the email capture: You don’t have to waste time asking around for the latest on a request or wonder what a team member recently said to a client when they’re out sick. It’s all readily available in one place.
In other words, the Activity Stream solves multiple communication-related issues at once.
See what real users say about Accelo’s popular Stream feature.
The long-term positive effects of the Stream speak for themselves. These three service firms started out with unique challenges that Accelo addressed with this automated visibility solution: