登录查看更多内容

Last updated on 2024年7月24日

全部

Here's how you can strike a balance between technology and personal interactions in client relations.

由人工智能和领英社区提供技术支持

In the fast-paced world of client relations, finding the right mix of technology and human touch is crucial. You want to leverage the latest tools to streamline communication and data management, but you also need to maintain that personal connection that clients value. It's about understanding when to automate and when to offer a handshake—or a virtual one. This article will guide you on how to strike that delicate balance, ensuring your clients feel valued and supported by both your technological efficiency and your personal attention.

此文章中的业界达人

由社区从 11 条内容中精选。了解更多

Manisha Patel

2 个答复
Snizhana Kaminska

Helping executives and companies grow with referral or multi-level models ?? Creating flawless direct selling solutions…

1 个答复
Sharon Tan

Helping Gen Z & millennials navigate career growth & achieve harmony in life I Create a life where you can be 100% in…

1 Embrace CRM

Customer Relationship Management (CRM) systems are a cornerstone of modern client relations, providing a comprehensive platform to track interactions, preferences, and history. By fully embracing a CRM, you can ensure no detail is lost and every client feels remembered. Use these systems to automate the routine, like follow-up emails and appointment reminders, but always look for opportunities within the CRM to add a personal touch, such as personalized messages on special occasions.

添加您的观点

Snizhana Kaminska

Helping executives and companies grow with referral or multi-level models ?? Creating flawless direct selling solutions ?? Delivering top IT products for company success
举报内容
Embracing CRM systems is a game-changer for any business. They not only streamline operations but also significantly enhance the customer experience. Personal touches, like customized messages on birthdays or anniversaries, can turn a good client relationship into a great one. It’s all about making each customer feel valued and remembered. ??

已翻译

赞
Sharon Tan

Helping Gen Z & millennials navigate career growth & achieve harmony in life I Create a life where you can be 100% in control
举报内容
Having a proper CRM system can help streamline client relations. As compared to humans, a CRM system ensures that every single client is remembered, especially those with over hundreds.

已翻译

赞
Nathaniel Clevenger

Patient Advocate | Infusion Therapy
举报内容
Correctly using a CRM is not only for the short term but also the long term. As turnover or promotions happen well logged CRM's can help newer reps generate pipeline quicker. Easy examples would be logging contract expiration dates, key initiates and meeting notes. All of this can be analyzed in the future ensuring a faster path to revenue.

已翻译

赞

2 Listen Actively

While technology can handle much of the heavy lifting in client relations, it's essential to remember that active listening cannot be automated. When you're in direct communication with clients, focus on understanding their needs and concerns. This can involve video calls or in-person meetings where body language and tone of voice add depth to the conversation. Technology can facilitate this process by providing platforms for virtual meetings or recording preferences, but it's your attentive response that makes the difference.

添加您的观点

Manisha Patel
举报内容
One thing I found helpful is clients Like to hear from client engagement partners whether it is a quick update on ongoing projects or a just hello.

已翻译

赞
Nathaniel Clevenger

Patient Advocate | Infusion Therapy
举报内容
The best sales people are the ones who listen actively. Active listening is about making sure the prospect understands that you understand what they said. Summarizing and response checks are key to building trust and keeping the sale on track. This is also they only way to make sure your next line of questioning is going to be effective and productive.

已翻译

赞

3 Personalized Tech

The beauty of technology today is its ability to personalize at scale. Use data analytics to understand client behaviors and preferences, then tailor your digital interactions accordingly. For example, if a client frequently checks information on a particular product or service, your automated systems can send them updates or offers related to that interest. However, ensure that these automated communications are not overly generic; they should feel as if they were crafted by a human who knows and understands the client's needs.

添加您的观点

Snizhana Kaminska

Helping executives and companies grow with referral or multi-level models ?? Creating flawless direct selling solutions ?? Delivering top IT products for company success
举报内容
When we use data analytics effectively, we can create highly tailored experiences that truly resonate with our clients. It's all about finding that perfect balance between automation and the human touch. Automated updates and offers should always feel thoughtful and relevant, making each client feel uniquely understood and valued. ???

已翻译

赞
Sharon Tan

Helping Gen Z & millennials navigate career growth & achieve harmony in life I Create a life where you can be 100% in control
(已编辑)
举报内容
Using technology can be a double-edged sword. It is important to make generated texts do not sound AI generated and is genuine. Failure to do so can make you lose clients.

已翻译

赞

4 Face Time Value

Despite the convenience of digital communication, never underestimate the value of face-to-face interactions. Whether it's a video call or an in-person meeting, seeing each other builds trust and rapport that text-based communication simply can't match. Use technology to schedule these meetings effortlessly, but once you're face-to-face, it's all about the human connection. Discuss their needs, share a laugh, and show that behind the screen, there's someone who genuinely cares.

添加您的观点

Snizhana Kaminska

Helping executives and companies grow with referral or multi-level models ?? Creating flawless direct selling solutions ?? Delivering top IT products for company success
举报内容
Face-to-face interactions, whether virtual or in person, create a level of trust and connection that digital communication alone can't achieve. Leveraging technology to schedule these meetings is crucial, but the real magic happens when you engage on a personal level. It's these genuine connections that build lasting relationships and show clients that you truly care about their needs. ????

已翻译

赞

5 Feedback Loops

Creating feedback loops is an excellent way to balance technology with personal interaction. Encourage clients to provide feedback on your services through easy-to-use digital platforms. Then, take the time to personally review and respond to this feedback. This shows clients that while you use technology for efficiency, you value their input on a personal level. It's a conversation that benefits both parties—you gain valuable insights, and they feel heard and appreciated.

添加您的观点

Snizhana Kaminska

Helping executives and companies grow with referral or multi-level models ?? Creating flawless direct selling solutions ?? Delivering top IT products for company success
举报内容
By encouraging and acting on client feedback, we show that their opinions matter. This two-way communication not only provides us with invaluable insights but also makes clients feel genuinely valued and appreciated. It's a win-win for everyone!

已翻译

赞

6 Continuous Learning

Lastly, the field of client relations and technology is ever-evolving. Dedicate yourself to continuous learning about new technological advancements and how they can enhance client interactions. Attend webinars, subscribe to industry newsletters, and participate in professional networks. However, equally important is learning from your clients—what technology do they prefer? How do they like to communicate? Balancing tech with personal touch is an ongoing process that requires you to stay informed and adaptable.

添加您的观点

Nathaniel Clevenger

Patient Advocate | Infusion Therapy
举报内容
Continuous learning is imperative to break into any top performing category. One area that tends to be overlooked until there is a fire is conflict management. This is one of the most important skills when deals/contracts are on the rocks. The ability to turn a problem around through effective listing, follow through and empathy can lead to lifelong customers and new friends made.

已翻译

赞

7 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?

添加您的观点

Sharon Tan

Helping Gen Z & millennials navigate career growth & achieve harmony in life I Create a life where you can be 100% in control
举报内容
It is important to ensure compliance and data privacy of your clients while using technology. Obtain consent for data usage, secure client information, and communicate transparently about how data is collected and used for personalization purposes.

已翻译

赞

Client Relations

+ 关注

给文章评分

我们借助人工智能创建了此文章。您认为这篇文章怎么样？

很棒不太好

举报此文章

Here's how you can strike a balance between technology and personal interactions in client relations.

1

2

3

4

5

6

7

1 Embrace CRM

2 Listen Actively

3 Personalized Tech

4 Face Time Value

5 Feedback Loops

6 Continuous Learning

7 Here’s what else to consider

Client Relations

给文章评分

感谢您的反馈

更多Client Relations相关文章

更多相关阅读内容