There is always the risk that clients move away when conversations and the level of engagement fades or key members of your team move away.
You fail to leverage the true potential within the client asset because your business development or marketing teams are talking to the wrong people within your client's professional services firm. A missed cross-sell opportunity is your competition's open door.
If this happens for clients, it happens for referrers too. Feeling under-served they too move away.
The cost mounts and will be exposed when the life-time value of a client leaves the revenue stream. Weighed against the cost of acquiring new clients the loss accumulates.
Getting on top of knowing the total spend on the services you market, the percentage of wallet share you win from a client, how much key referrers generate for you and referring elsewhere is vital. Ensuring you are managing these key relationships effectively is crucial to this dynamic. Enter Client Sense to automatically joins the dots for you. Leveraging existing client information, the cost-effective data driven solution is quick and simple to install, providing you with real time relationship intelligence visibility that you need to manage, protect and grow the relationships that drive revenue to improve the client experience.
Book a demonstration here to learn more about our legal and accountancy relationship intelligence solution.
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