eBook - EN

5 Ways to Strengthen Client Relationships with Document Management

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Competition is always intensifying. Customers are extremely informed so you need to use the client experience as your chance to shine and stand out. It is no longer sufficient to just have a great product or service; your client experience will under constant evaluation by your customers, who will also be comparing it to what your competitors can offer. Every organisation has a client engagement process for their product or service that they need to manage end to end. The process will vary in complexity from busines to business but at its absolute core will involve the following 4 stages: You have an interested pentential client A client has shown some interest in your offering. It could be that they are an existing customer or new client. You begin to engage with them communicate Communication will become more complex in order to deliver your service or product. Documents and information will need to be captured, created, stored and shared. The client is won and onboarded This isn't the end of the engagement with your client; you need to continue to monitor their experience. You may offer further services but feedback is key - is the client satisifed with the experience? Client's expectations remain high during the entire process and companies must ensure each stage of the process is consistently positive. This eBook will cover 2 elements that impact the client experience across the 4 stages: document management, which covers all of the information relating to the client and their case, and workflows that enable process automation and task management. We'll explore how combining both these elements lets organisations deliver maximum value back to their clients. You have an offering - product or service This could be software, hardware, a physical product, your knowledge and expertise or a mix.

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