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Deepening Client Relationships with Value-Added Services

12/1/2020

 
Dear Bob,

I have a client with an older copy of Goldmine that they just have outgrown. I am afraid to outsource what I don’t know and risk the relationship.
​ -- Mike

Dear Mike,

Don’t be afraid to partner. Don’t be afraid to tell your client that CRM is not your specialty, however, you have the capability to bring in someone who is an expert.  And together, we can work with you to provide the best possible solution.

​Change is inevitable – but how do you keep evolving?
It’s hard to be everything for customers, especially when they are constantly evaluating new solutions to make their business perform better, faster, smarter. The true is that it is not if they will seek changes for problems, but how. You want to keep pace with the client and remain their trusted advisor. The only way to do so is to be part of their search conversations.

The key is knowing when to call for an assist

It pays to know your differentiator, where you can directly deliver an improvement, and what is out of your scope. Transparency will build the client’s trust and strengthens the relationship. Rather than avoiding questions outside your depth, address them head-on and help guide the client to find a solution. 

The stronger the partnership, the happier the client

Clients expect results, regardless of who is doing the implementation. When clients are thoroughly pleased with the services provided them their trust in who helped them solve the problem grows.

Happy clients = Happy Lives.

Reach out to me, and let me show you how InfoGrow will build a strong partnership with you and make your clients happier.

bsullivan@infogrowcorp.com or call me at 330.929.1353 x 5224.
-- Bob

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  • Home
  • Services
    • CRM Implementations
    • Dynamics CRM Rescue
    • Dynamics CRM Support
    • Dynamics CRM Reporting
    • CRM Manager
    • Formstack and Dynamics
  • Solutions
    • Dynamics 365 Sales, Service & Marketing
    • Marketing Automation
    • Dynamics for Hospice
    • Dynamics 365 Quality Assurance
    • Dynamics 365 Fundraising and Engagement
    • Dynamics Power Platform
  • Resources
    • Dynamics CRM Coaching
    • Dynamics CRM Blog
    • Videos
    • Guides & Ebooks
    • Dynamics CRM Quiz
  • Why InfoGrow
    • Our Approach
    • Our Pledge
    • Our Story
    • Careers
    • Our Clients
    • Alliances
  • Business Partners
  • Contact Us
  • Schedule FREE Review
  • New Hire Documents