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Client Management

The client management option helps to store client data accurately with all associated data points. The personally identifiable data are stored in encrypted mode. There is an option to complete KYC data points of a client and link associated documents for compliance purpose. The authorized persons can access important details when they need it. Such data can be used to send invoice, send promotional emails and more.

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Client Management

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  1. Client Management Solutions

  2. Client Management? Client engagement Clients are the foundation of your success and engaging with clients beyond just the sales pitch makes all the difference Set and manage realistic expectations Continuously hitting targets and delivering on time will gain reputation for reliability Respond to clients quickly Quick response to inquiries, feedback or comments leaves a lasting impact Document important information Documentation can bring this up again in future conversations and clients will know you really listen when they speak

  3. Client Management Challenges Growing client expectations for service value Internet and globalization is creating a worldwide market for professional services, escalating competitive pressure. In response, firms must keep client satisfaction high and solidify a reputation for delivering high-convenience and high - quality service. Distant client relationships provide openings for competitors To foster and maintain client interactions, firms need to help their professionals be available to clients and enable new levels of service convenience and transparency. Inadequate controls over liabilities stemming from client service activities Data security, privacy concerns, and associated legislation have elevated the risk of transferring and storing sensitive client data. These compel firms to invest in and publicize protective measures for client information.

  4. Client Management - Features • • • Helps to store client data accurately with all associated data points. Personally identifiable data are stored in encrypted mode. Option to complete KYC data points of a client and link associated documents for compliance purpose. The authorized persons can access important details when they need it. Client’s data are linked with projects discussed, work completed, payment done, and more • • The invoice history, project data, and client activities can be brought out using multiple tools of client management. Can add more clients or delete existing one with proper approval. •

  5. Client Management - Benefits • Better client relationships Improved ability to cross-sell Increased team coloration • • • Improved efficiency in serving clients Increased revenue and profitability Greater staff satisfaction Cost savings Less client attrition • • • •

  6. Register for Now! www.smartadminmanager.com Click here and Register for free Enjoy 30 Days FREE Trial with Invoice Management Client Management Timesheet Payroll Management Project Management If any issue in installation, please send an email to info@smartadminmanager.com or call us 953 – 807 - 6063

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