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The Client Service Tool
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One day we asked ourselves: why are CRM tools so successful for telecom, banking or manufacturing, but it totally fails for professional services such as audit, advertising, management consulting, or research firms? CRM stands for &ldquoCustomer Relationship Management&rdquo, so why don't professional services firms manage their client relationships with CRM tools ?
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designed specially for professional services firms.
We've turned CRM  inside out!  |
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6 elements of your better client service:
1. Your client gets a portal with all inputs, outcomes and related discussions in one place;
2. Status report is always up to date being created automatically;
3. Meeting minutes are instantly published with the next steps merged into the status report;
4. No client requests or feedback ever lost;
5. The ”temperature of relationship” alerts you far before client calls you angry;
6. …and last, but not least, client can check timesheets and billing every day with no extra pain!