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What are some tools or methods that you use to track and document your client communication?

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As an account manager, you know how important it is to communicate effectively with your clients. You need to keep them updated on the progress of their projects, address their concerns and feedback, and build trust and rapport. But how do you track and document your client communication, especially when you have multiple accounts and channels to manage? In this article, we will explore some tools and methods that you can use to organize, record, and analyze your client communication.

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James Briggs

Some would say I'm a numbers guy...
Antonio Perez Torroglosa

??? Ayudo a comerciales a duplicar sus ventas con mi método DTV ??? Ayudo a empresas a pagar menos por sus…
Aaric Lo

1 Email Management

Email is still one of the most common and convenient ways to communicate with your clients. However, it can also be overwhelming and messy if you don't have a system to manage your inbox. One way to streamline your email communication is to use a tool that integrates with your CRM (customer relationship management) software. This way, you can automatically log and track your email conversations with each client, and access relevant information and history from your CRM dashboard. Some examples of tools that offer this feature are HubSpot, Zoho, and Mailchimp.

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James Briggs

Some would say I'm a numbers guy...
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- Set specific time blocks for checking and responding to emails - Use folders and labels in your email client program to organize emails by project, priority, client, or other relevant criterion. - Implement the 2-minute rule: If you can reply to an email in two minutes or less, do it right away. - Utilize filters and rules in your email client: Automatically sort incoming emails into designated folders, mark them as important, or even delete them. - Utilize email templates: For frequent inquiries or common responses, create email templates to save time. This ensures consistency in communication and speeds up the response process.

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Antonio Perez Torroglosa

??? Ayudo a comerciales a duplicar sus ventas con mi método DTV ??? Ayudo a empresas a pagar menos por sus Telecomunicaciones
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El correo puede ser tu mayor aliado, o tu mayor ladrón de tiempo. Acota su uso, y después, crea reglas que hagan un primer filtrado de tu bandeja de entrada por ti

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2 Call Recording

Another popular way to communicate with your clients is through phone calls or video calls. These are great for having more personal and interactive conversations, but they also pose a challenge for documentation and follow-up. To avoid missing any important details or action items, you can use a tool that records your calls and transcribes them for you. This way, you can review your call notes, share them with your team, and update your CRM records accordingly. Some examples of tools that offer this feature are Gong, Chorus, and Otter.

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James Briggs

Some would say I'm a numbers guy...
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- scribbl is a great tool for this, it will automatically generate AI driven notes from the transcription, store the recording / video, and notify you with an email

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Antonio Perez Torroglosa

??? Ayudo a comerciales a duplicar sus ventas con mi método DTV ??? Ayudo a empresas a pagar menos por sus Telecomunicaciones
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SI usas un CRM, cosa que te recomiendo, la grabación de las llamadas no puede ser una opción. Te permitirá analizar esa llamada y tener un timeline claro con cada cliente

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3 Chat Platforms

Sometimes, you need to communicate with your clients in real time, without the hassle of scheduling a call or waiting for an email response. Chat platforms are ideal for this purpose, as they allow you to exchange quick and casual messages, share files, and collaborate on tasks. However, chat platforms can also be distracting and disorganized if you don't have a way to manage your conversations and keep them separate from your internal communication. One way to solve this problem is to use a tool that integrates with your chat platform and creates a dedicated channel for each client. This way, you can keep track of your chat history, sync it with your CRM, and filter out the noise. Some examples of tools that offer this feature are Slack, Teams, and Zoom.

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Aaric Lo
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I prefer chat platform because it can provide all info that I discussed with clients, including what she wants, likes, and comment. When time passed, it also serves as the evidence of what we have agreed.

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4 Feedback Forms

One of the most valuable types of communication with your clients is feedback. Feedback helps you understand your clients' needs, expectations, and satisfaction levels, and allows you to improve your service and relationship. However, feedback can also be hard to collect, analyze, and act on if you don't have a tool that simplifies the process. One way to make feedback collection easier and more effective is to use a tool that creates and sends feedback forms to your clients, and aggregates and displays the results for you. This way, you can measure your performance, identify areas of improvement, and show your clients that you care about their opinions. Some examples of tools that offer this feature are SurveyMonkey, Typeform, and Google Forms.

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Antonio Perez Torroglosa

??? Ayudo a comerciales a duplicar sus ventas con mi método DTV ??? Ayudo a empresas a pagar menos por sus Telecomunicaciones
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Pon fácil a tus clientes que se pongan en contacto contigo. Y para eso, los formularios y rese?as son unas muy buenas herramientas. Así podrás gestionar todas sus inquietudes

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5 Communication Analytics

Finally, one of the most overlooked but powerful ways to track and document your client communication is to use a tool that analyzes your communication data and provides you with insights and recommendations. Communication analytics can help you optimize your communication style, frequency, and content, and tailor it to each client's preferences and personality. This way, you can increase your engagement, influence, and retention rates, and build stronger and more loyal relationships. Some examples of tools that offer this feature are Crystal, Hootsuite, and Buffer.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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What are some tools or methods that you use to track and document your client communication?

1

2

3

4

5

6

1 Email Management

2 Call Recording

3 Chat Platforms

4 Feedback Forms

5 Communication Analytics

6 Here’s what else to consider

Account Management

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What are some tools or methods that you use to track and document your client communication?

1

2

3

4

5

6

1 Email Management

2 Call Recording

3 Chat Platforms

4 Feedback Forms

5 Communication Analytics

6 Here’s what else to consider

Account Management

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