Best for:
-
Firm owners and managers looking for real-time visibility into client communication and relationships.
-
Accounting and bookkeeping team members who need up-to-date client information to deliver satisfactory client service.
-
Accounting and Bookkeeping firms struggling with remembering to follow up with clients on past conversations.
Effective communication is critical to quality client service and relationships. But:
- How can you effectively communicate with a client whose evolving pain points (and goals) you don’t know?
- How can you know your client’s pain points (and goals) if you don’t have a central place to monitor your team’s interactions with clients?
Accounting and Bookkeeping firms use the Financial Cents’ Activity feature to record the date, content and mood of client interactions to drive clients’ businesses forward.
How Financial Cents solves this problem: Step-by-Step Guide:
Step 1: Access Client Profile in Financial Cents
Every client-related information in Financial Cents is stored and organized in the client profile. Here’s how to access the client profile in a few clicks.
Step 2: Log Client Interactions
The Activity tab in the Client Profile allows your team to record the history of interaction with your clients (including the billing information and time tracked for the client).
Watch this video to understand how to record the interactions had with clients👇
Step 3: Set Reminders and Follow-Ups
This short video shows you how to schedule follow-up calls to clients. You can also create a task to schedule client emails or document-sharing:
Step 4: Monitor and Review Client Activity
With much client interactions, the Activity tab can become a hive of information. The Filter solution allows you to drill down to specific team member’s interaction with the client or types of activity:
Here’s how to do it 👇
Step 5: Collaborate with Your Team
Your team members can clarify client interactions by asking questions and providing more information using the Comments and @Mentions features in the Client Activity tab.
Watch them in action👇
The Client Activity solution is most helpful when your team records each conversation they have with clients.
Encourage your team members to update the activity logs as soon as they get off a conversation with a client (See how to record client interaction in Step Two above).
That would give your team up-to-date information to complete client work and manage client relationships.
Start a free trialWhy Tracking Client Interaction is a Game Changer
Clients want to know how to save money and make decisions that help their businesses grow.
They won’t choose (or remain with) your firm because you’re the cheapest or the most qualified. They’ll choose you because your support helps them achieve their goals.
Ignoring them (either because you forgot to follow up on conversations or lost track of where you stopped in the conversation) will reduce your chances of providing that level of client service.
With the Financial Cents Activity feature, you can easily see what has been said to a client so you can keep the conversation going, align client expectations and provide quality support or service.
Make Each Client Feel Valued with the Financial Cents Client Activity Feature
As their trusted adviser, your clients want to be able to reach you easily. When they can’t reach you, it helps to know that you will return their calls or respond to their emails.
The Financial Cents Activity tab helps you manage this without sacrificing your firm;s productivity.
It helps you to stay on top of all interactions with each client so you can make them feel seen, heard, valued and satisfied (which would win you more referrals).
Wondering how it’ll work in your firm? Book a Personalized Demo or Start a Free Trial Now.
Many of the other tools are poor at managing updates and bugs. Some use subcontracted developers, providing real client data samples. Others have suffered breaches without proper notifications.
Of the pre-built systems out there, I do think Financial Cents has a solid offering.
One of my top goals is to make the process easier for clients. Glad I made the switch!
Many of the other tools are poor at managing updates and bugs. Some use subcontracted developers, providing real client data samples. Others have suffered breaches without proper notifications.
Of the pre-built systems out there, I do think Financial Cents has a solid offering.
One of my top goals is to make the process easier for clients. Glad I made the switch!
If you’re not using this feature, I highly recommend it! Remembering to follow up with clients can be a serious bottleneck and I love how this solved that problem!
If you’re not using this feature, I highly recommend it! Remembering to follow up with clients can be a serious bottleneck and I love how this solved that problem!