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5 Tested Strategies for Remote Client Management with Orangescrum

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Jay Davis
5 Tested Strategies for Remote Client Management with Orangescrum

Stakeholder management, client engagement and customer satisfaction are an integral part of project delivery. If not more, they are as important as project planning, execution, monitoring and control.

Turning prospects into clients is itself hard let alone engaging and retaining them. To add to it the challenges of the modern work environment of a global audience with local culture of their own.

So businesses across industries are always juggling between attracting, winning, delivering and retaining customers. That’s indeed a lot of work and doesn’t sound so fun to me J

Let us take a quick look into some of the strategies that Orangescrum project management software can help with your customer success initiatives.

  1. Understand your Customer

Jumping into execution upon winning a deal sounds exciting. Rightly so. But do not ignore your “customer” in that excitement!

The real work begins once the customer has decided to work with you. Hence understanding your client’s desired outcomes is a must. Never gamble with that unspoken & unwritten piece of the contract.

Go over the scope of work and ask as many questions as needed to strengthen your execution plan.

Sure, you run the risk of losing critical information in emails or documents or chats given the numerous communication and collaboration tools available to us from email. Skype, WhatsApp, webex, zoom and many more.

You can eliminate all of these chaos and prevent wasteful efforts in tracking information across multiple platforms by using Orangescrum.

Create a project with the relevant name, link it to the client and create a Task Group – Requirements Gathering and start adding tasks for specific high level discussion items, features or modules of the project and assign to your client SPOC.

Use the handy “Notify via email” option for comments to obtain prompt responses.

This way the entire discussion thread is captured in one central place providing full visibility to your team as well as the client.

Most importantly, you build up your client’s confidence quickly as he sees how organized and professional your approach is. In other words, he starts to see ROI immediately.

 

Read the full article at Orangescrum Blog

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