Tag: referrals
Financial Advisor Client Advisory Board
As a new financial advisor, here is your challenge. You want to attract new clients and build deeper relationships with existing clients, and you want referrals, more client trust, bigger investment portfolios and more satisfied clientele. One way to achieve this end is to create a Client Advisory Board. You can either comprise your board [...]
Posted: November 24th, 2009 under Find Customer Needs.
Tags: bus, Business, client, clients, company, feedback, marketing, referrals, relations, relationship, social media, software
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Learn What An Online Crm Application Can Do To Improve Your Business
The interactions you have with clients go a long way in determining the success level of your establishment. Utilizing an online CRM application may result in a dramatic upgrade of your customer relations. CRM (Customer Relationship Management) software can also help your employees communicate more smoothly with each other.
Online CRM Application : Benefits of CRM
Online [...]
Posted: January 26th, 2009 under Customer Service.
Tags: advertising, Business, client satisfaction, clients, company, CRM, crm system, customer, Customer Relations, referrals, relations, relationship, software
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How Satisfied With You Are Your Clients? (part one)
How satisfied are your clients with you? Many companies assume client satisfaction, and often survey data seems to confirm that the gut reaction is not far from the mark. There might still be a problem though. Even if satisfaction is rated at 70% then there are still 30% who are unsatisfied. With a rating such [...]
Posted: August 20th, 2008 under Customer Service, Customer Service Improvement, Find Customer Needs.
Tags: client satisfaction, gut reaction, referrals, survey data
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