Imagine your top revenue-generating client is disappointed with your service. Your team wants to act... and each and every member of your account management team sends an email to follow up with your client. Few things are going to make you look more unprofessional and disorganized than this email free-for-all.
Annotation prevents this. Jotting down conversations with clients keeps an ongoing record of all interactions. It’ll remind you of when you last spoke with your client, the nature of the conversation, and any necessary follow-ups. This avoids the frantic note-checking scramble prior to a client call when everyone is trying to see if and when they talked to the client.
And, if you have an online survey tool with annotation enabled–like CLIENTpulse–keeping notes is a cinch. Just input the note, hit “Save,” and your comments will be saved so that everyone on your team can be on the same page.
You’ll find that when you follow these steps you’ll have a lightweight Customer Relationship Management (CRM) tool at your disposal.
When leaving annotations to add more background to each client’s profile, it’s best to follow a few simple processes to keep yourself and your team updated on client communications:
When you’re done, you’ll have something that looks like this:
No credit card required - just a desire for happier clients