Tech Company Blog Post
How To Automate Your Client Relations
Contrary to popular belief, customer service is more than resolving client issues. How you handle your client relations can and will directly affect your business’s reputation, and ultimately, will affect its profits. People talk, and unhappy clients mean poor retention rates and fewer clientele. But how exactly do you create the ultimate customer experience? The answer’s really quite simple: automation.
The Importance of Automated Customer Service
Clients like to feel heard, and know that their problems are being solved. But let’s be real, handling every issue is time-consuming. By automating customer service responsibilities, you’ll ensure that no client is being left unheard. It allows for faster responses, more reliability, and fewer human errors.
Automation also gives your staff more time to focus on the bigger issues at hand more efficiently and effectively. Therefore, creating appropriate automation procedures can be key in defining your brand and creating the experience you desire for your clients.
How to Automate Your Client Relations
The first step in automating your client relations is done through implementing the appropriate Customer Relationship Management (CRM) software. There are many options out there, but time and time again, one brand repeatedly stands out. In 2016, Microsoft launched its first-ever CRM hub, Microsoft Dynamics (Dynamics 365). Since then, the growth and capabilities have become more versatile and customizable than any other platform on the market with their current Dynamics 365 product.
Here are a few ways Dynamics 365 can help automate your client relations:
1. Voice of the Customer Feature
The Voice of the Customer Feature is one of the most effective ways for obtaining client feedback. It allows you to create easy-to-use survey templates that link directly to your client’s Dynamics 365 account. You can even configure Dynamics to automatically send out a survey link as soon as a service has been completed or an issue has been resolved.
2. The Customer Service Hub
Dynamics’ Customer Service Hub is an interactive interface that is designed to easily monitor your day-to-day case activity. It’s fully customizable, giving you an easy-to-use experience that will keep you up-to-date on all customer activities that are being handled. From activities to timelines, you can set up this hub the way you need it, helping prioritize customer complaints and issues.
3. Auto Case Creation
How many times have you received an issue from a client via email? Manually entering and tracking this information can be incredibly time-consuming and inefficient. With Dynamics, you can easily create a rule through your support email that will automatically link new cases with customer accounts as issues arise.
Closing Thoughts
Business owners are no strangers to the substantial importance of client satisfaction. It is their responsibility to not only give their customers a positive experience, but also make sure customers feel taken care of. If you aren’t automating your client relations, it may be what’s keeping your brand from standing out in the crowd.
We are here to help. We have the tools, knowledge, and commitment to help your brand shine. Just let us know what next steps your company may be ready for.
