Good communication can turn an average client experience into a great client experience — and workflow automation could be the difference maker. By using the right tools at your accounting firm, you can ensure that your clients stay in the loop and have their problems resolved promptly.
Here are some ways a workflow automation tool may help improve your client communication — and how you can start using one!
Updates and Alerts
Automating important notifications is a fantastic way to improve client satisfaction at your firm. Remembering to remind clients about every upcoming deadline can be a huge burden on your shoulders. Automation can help take the load off and give your clients peace of mind as they’ll know exactly what’s on the horizon.
Streamlining Operations
We love workflow automation as a tool for improving client communication because it simplifies what can quickly become a complicated web of channels. Think about all the ways you communicate with clients and potential clients. Email, social media, chatbots — a workflow automation tool can filter these all through one system, helping you understand the overall picture of your relationship with a client.
Ticket Management
When clients and potential clients reach out to you with a question or problem, a workflow automation tool can help sort those inquiries and ensure they are directed to the proper team members. This reduces wait time for both your team and your clients, resulting in smoother, more efficient communication.
Data-Driven Decisions
One of the benefits of automation systems is their ability to record and analyze data. You can use this valuable information about the success of your client outreach and communication to improve those things. That way, you can better serve your clients in the long run.
Getting Started
So where can you get started with automating your client communication? Not every tool suits every business, so it’s important to begin by assessing your automation needs and researching software that covers those areas. You want to find a tool that integrates well with the software you are currently using. This will allow you to connect multiple channels. Don’t forget to keep a close eye on your KPIs. Monitor to ensure your automation benefits your firm — it’s never too late to change strategies!
There are many ways that workflow automation tools can improve your client communication. One way that may get overlooked. Automation saves you time, allowing you to focus on your client work more. Instead of wasting your energy and hours scheduling emails, sending reminders, and sorting through inquiries, you can hand these tasks over to an automation tool. Then, you’ll get to spend your time on what really matters: providing your clients with excellent work!
