Keeping them in the loop. Giving clients the reassurance that they'll be kept informed of important updates or changes that affect their services provides them with peace of mind.
Efficiency is key. Whether a small organisation servicing a few clients, or a larger provider with clients numbering in the thousands, streamlining your ability to communicate efficiently and effectively and at scale is a core operational function.
Get a boost withmulti-channel. While email is a great channel for sending more detailed information and including necessary attachments, it can have a low delivery rate (emails bounce, can be left unread or get filed in hidden inbox folders). Adding SMS to your customer flow leads to better open rates and provides clients with the opportunity to reply with alternative or new email addresses when things bounce.
Stand out from the crowd. Provide a better experience by celebrating key achievements, milestones and events with clients. Ensuring your organisation stands out as one that puts clients first.
Before you start
To enable the following experiences it's key that you have access to your client data, specifically that which reflects their goals, services and demographic information:
At a minimum, you will need the contact information (mobile phone number and email) of the person who is to receive the communications
To provide a better experience, having the clients name and demographic information to include within the body of each communication.