3 Softwares You Need to Have In Place to Maximize Your Client Experience

As women in business, we all know that providing excellent customer service is key to building long-lasting relationships with our clients. One of the most effective ways to enhance your client experience is by incorporating the right software into your business strategy. This not only allows you to serve your clients more, but it will also help you save time without feeling like you’re neglecting your clients.

With a well thought out client experience, your clients will be impressed, have a great experience, and want to refer your services to their network. If you haven’t prioritized your client experience, then NOW is the time. 

If you're wondering which software tools you should invest in, this article is for you! 

Here are three software programs that will help you streamline your business operations and maximize your client experience:

Customer Relationship Management (CRM) Software: A CRM system allows you to manage your customer interactions, track your leads, and automate your sales processes. With a good CRM system in place, you can personalize your communication with your clients and stay on top of your sales pipeline. It helps you keep track of customer interactions such as phone calls, emails, and meetings and ensures that you never miss an opportunity to follow up with a potential customer. A good CRM system can help you build strong relationships with your clients and increase customer satisfaction and loyalty. Here at HelloBriana Consulting, we use Dubsado, but there are many out there, like Honeybook and vCita, just to name a few. 

Communication Software: Communication software is a great way to keep in touch with your clients and team members, especially in this era of remote work. Slack is a popular option that allows you to message, call, and video conference with your clients and team members all in one place. Not only can you communicate with clients or team members, but you can share files and voice notes, and you can integrate apps to further automate things. In the past, we used Slack internally among team members and with clients, however, due to how we’ve developed our client experience, we now keep communication within our Project Management Software and use Slack among team members only. 

Project Management Software: This tool is essential for keeping track of your tasks and deadlines, collaborating with your team members, and ensuring that nothing falls through the cracks. This is also a great way to collaborate with clients, so they can keep track of tasks, submit items needed, and share feedback. With a project management software, you can streamline your workflows and ensure that your client’s projects are completed on time and to their satisfaction. A good project management software can help you save time, increase productivity, and improve the quality of your work. We are currently obsessed with ClickUp for our project management software. Not only do we use it internally, but we created separate views just for clients, so they have their own space to know what we are working on, access call replays and exercises, and they don’t have to worry about seeing our internal tasks.  

Investing in these three software programs can take your business to the next level and enhance your client experience. When I mention investing, I don’t just mean investing money. You or a team member will also need to invest time to get things set up. This may take some time to research as well as set up, so be mindful. 

Start incorporating these tools into your business strategy today, and see the difference it makes in your day-to-day operations.