Improve Client Management by Utilizing Project Management Software – Edition 2020

At the end of the day – the main goal is to facilitate business growth for the client.

Most of the time, there is a problem with communication with clients and stakeholders. Using multiple software to incorporate all workload processes and internal communication, you will create a disorganized workflow that will affect your final output. To avoid that consider utilizing some of the innovative project management software tools. The project management industry is incredibly fast-evolving and uses intelligent algorithms to manage client projects efficiently.

To start with employing your client management – we will begin with basic principles.

Client onboarding

The most important thing is how well you will get on board your new client. Consider creating a unique system that will standardize all processes that new clients need to get through toward efficient collaboration.

Once you have a transparent onboarding scheme, the workflow becomes accessible for both sides. That way, your client has a unique overview of a project and real-time monitoring of project performances, data, and analytics.

Communication channels

The biggest time-eater in client management is using a vast number of communication channels such as Email, SMS, Phone calls, Skype, etc.

Communication needs to have at the most two channels for internal communication. In practice, the best combination is an Email and Slack that can be integrated into the project management software to set it all under one platform.

That way, you can have a better distribution of resources and have continuous internal communication.

Enhanced collaboration

Collaboration is critical when it comes to managing client projects. To have a collaborative workflow, your team needs to have a clear vision of the primary goal, structure of workload, and a highly organized list of tasks, files, and docs. In light of current events, many businesses are choosing to work remotely, so efficient collaboration is more important than ever.

At the same time, you need to have a client incorporated in those workflows to create a two-way line of communication – and enhanced collaboration.

That way, you will eliminate unnecessary meetings, calls, and additional issues and potential misunderstandings.

Workflow transparency

Crystal clear workflow is the most critical process when it comes to client management.

To avoid duplicate work and unimportant tasks, all processes need to be transparent all the time – from initiating, planning, monitoring, and execution of tasks. That way, you will have complete control of all processes and the final output of all projects.

Delivery and reporting

And in the end – your clients will want to have a status report on daily, weekly, and monthly basics. Project management software has advanced algorithms that can deliver a report within any timeline or a specific project. That way, you will have a project overview in real-time and to easily access all data, analytics, and results – and share it with your client under one platform.

Conclusion 

We can sum things up and say that in the age of the hi-tech project management software tools, we need to incorporate those intelligent algorithms to enhance every aspect of our workflow – with a focus on client management as the most delicate process.

What are the most stressful circumstances you have with managing your client projects?

Please, leave a comment!

Aleksandar Radosevic

Tech copywriter & Creative storyteller. Content writer at IdeaBuddy, innovative business planning software. Combining innovative and data-driven content to optimize digital content performance and user experience.