What do you do if your account management technology is hindering collaboration with clients?

Be sure to identify and understand the problem. There are many solutions in search of a problem that can and will distract you.

If account management technology is hindering collaboration with clients, it's crucial to address the issue promptly to maintain strong relationships and ensure effective communication. Here's how to handle this situation: 1.Identify Specific Issues 2.Gather Feedback 3.Evaluate Technology 4.Explore Alternative Solutions 5.Customize Training and Support 6.Streamline Processes 7.Implement Client Feedback 8.Enhance Communication Channels 9.Establish Clear Expectations 10.Monitor and Iterate By addressing the issues with account management technology and implementing solutions to improve collaboration with clients, you can enhance communication, streamline processes, and strengthen relationships for mutual success.

In Latin America, especially in Brazil, some B2B clients in certain markets are very used to WhatsApp as a means of interaction with a company. In order for an Account Manager operation to be visible it is necessary to use some sort of WhatsApp CRM. However there's an issue: Meta's official API can be very restrictive. For instance, a number that utilizes a WhatsApp CRM may not be added to groups, which can displease clients with multiple stakeholders who would like to see the conversations. In a situation like that, the Account Manager could text the client without using the CRM and then use the CRM to measure C-SAT and NPS thus gaining to access to quality metrics, being able to swiftly identify unsatisfied customers and act assertively.

Identify the specific challenges: Determine the aspects of your account management technology that are causing obstacles to collaboration with clients. Is it a lack of user-friendly features, limited accessibility, or compatibility issues? Pinpointing the exact challenges will help you find appropriate solutions.

In my experience it is important to find the issue before you start to find solutions. Having a good grasp of what the issue is and what caused it is very important because you never know that you might find a simple solution to a complex issue. Always important to be mindful of possible causes of any issues to better understand the next steps to take.

Explore workarounds: In the meantime, explore workarounds to facilitate collaboration with clients. This could involve utilizing other communication channels, such as video conferencing or project management tools, to bridge the gap created by the limitations of your current technology. Seek client input on alternative methods they prefer for collaboration.

One thing I find helpful in exploring solutions is making sure you utilize all forms of communications to get different perspective but also make sure you have access to various types of media to help you search in a big way for many possible solutions. Also important is to make sure you keep in communication with all involved so that the correct solution is made.

Gather client feedback: Reach out to your clients and ask for their input on the technology you are using. Understand their pain points, frustrations, and suggestions for improvement. Their feedback will provide valuable insights into the specific areas that need attention

When you are a business owner, it is extremely important to keep in touch with clients so that they can easily come to you for possible solutions and don't be afraid to involve them in the process of finding a solution because you will want to make sure they are comfortable with each solution that you come up for any issues they may come to you with.

Advocate for change: If the current technology is not meeting your collaboration needs, communicate this to your management or decision-makers. Present a case for investing in a more suitable account management system that promotes effective collaboration with clients. Highlight the potential benefits, such as improved client satisfaction, increased productivity, and better business outcomes.

If you are working with a team, it is important that keep track of all details that are being generated with your team so that everyone is on the same page to find the correct solution to a problem

With me being hard of hearing, I never had an issue with trying to find ways to adapt to different situations. So regardless if you are hard of hearing or not, it is always important that you are openminded in adapting to new methods of solving a solution. Especially if it makes your job easier.

Provide training and support: If the hindrance to collaboration is due to lack of knowledge or understanding of the technology, offer training and support to both your team and clients. Conduct training sessions, create user guides, and provide ongoing assistance to ensure everyone is equipped to utilize the technology effectively.