Enable Relationship Intelligence and Transform your Customer Experience

Enable Relationship Intelligence and Transform your Customer Experience

In professional services, relationships are everything. Often, service firms expect all communications for an account to go through one account manager. If you are trying to pitch a new service to an account or reach a new contact at an account, all roads usually point back to an account manager. However, you may have other resources that have relationships with this account, either in a different department or location. It’s important that you have technology that enables communication internally so your teams can connect and share account level details before contacting an account. Customers want you to demonstrate an understanding of their business, their industry and their pain points.

When you have technology that can facilitate conversations internally, you are building what’s called relationship intelligence. By connecting your account team to your business development team to your sales team, you strengthen the amount of intelligence you have on your customers and allow each department to provide a better and more customized level of service.

Collaborate to Impress Customers

Firms that enable relationship intelligence and encourage collaboration will naturally impress customers. So, how do you create a collaborative environment? Start by embracing technology such as shared workspaces where your team can come together and work on assignments collectively. By doing this, your team gains visibility into key project milestones and can work together on project deliverables. And don’t forget about providing transparency to your customers. Using a customer portal, you can showcase project updates directly to your customers and allow them to provide feedback across your team.

Productivity is about working together, in unison, using the same tools. If you’re using several different internal tools to manage projects and client communications, you’re missing an opportunity to better connect with your team and better connect with your customers. Bottom-line: when teams are in sync, providing regular and consistent project updates, customers take notice.

Be sure to watch this webinar for more on this subject - How to Create an Amazing Client Experience Every Time: Best Practices for Professional Services Firms.


Professional Services, Technology, Account Management, Best Practices, client experience, Communication, connected, customer experience, Microsoft Dynamics CRM Blog, productivity, projects, visibility, manage, tools, workspaces