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How to Build an Automated Client Review Management Solution

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Industry Solutions using Marketing Automation

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Marketing Automation Software | Personalized, Automated Communication, Email Marketing | Personalize and Customize Your Messages, Form Builder Software | Drag-and-Drop Web Form Creator, Contact Relationship Management Software | Manage and Store Data

5 min read

Automated Client Review Management Solution

Let’s start this blog with a couple of facts! Do you know that almost 92% of B2B customers are likely to buy a service or product after reading a positive review? On the other hand, around 94% of customers say they walked away from a product or service after coming across a bad review.

It’s a double-edged sword. Reviews impact your business so much. A bunch of positive reviews can motivate a “meh, shall I or shall I not” customer into adding an item to their cart. In contrast, a single negative review is often good enough to make a customer go and search for an alternative.

It happens to me, you, and everyone else. There are many instances when I was so hyped about a video game and I went to the Xbox store with an intention to buy it right away. Then I got curious, checked some reviews and came across a couple of bad yet well detailed ones. My credit card went back into my wallet!

This is how reviews can influence the buyer journey. Everything businesses do to bring customers to their site goes down the drain just because people submitted bad reviews.

Now, you cannot always control reviews. There will always be bad reviews from unsatisfied customers. However, a couple of excellent reviews can remediate this issue and help you retain your leads.

Usually, companies get reviews both for their website and for their external sites. For instance, SaaS companies often feature reviews on their own websites and external sites such as G2, etc. The same goes for other industries. In this blog, we will discuss how to generate good reviews from customers that you can feature on your own website.

More Reviews, More Choices

When you have only a couple of reviews, you don’t have much option but to put them all on the site. However, when you have a plethora of reviews, you can easily post the most suitable ones. Additionally, if you have multiple services or products, you can feature customized reviews for each of them. For this purpose, you need to request and obtain reviews from customers first.

The process of obtaining reviews may sound so simple (send email, get emails back). However, when you are aiming for hundreds of reviews, it is so hard to reach out to thousands of customers and follow up with them. Not everyone will be responding to your request and sometimes, you will have to follow up to remind them. A general best practice is also sending a customized thank you note when a customer provides you with a review.

That’s a lot of work if you do it manually. Sales and account management teams are already overwhelmed with lots to do. How do they take care of this additional task?

The answer is: automating the whole process!

Automated Client Review Request Process

An automated client review request management process is largely the same process we mentioned above. The difference is that it incorporates automation technology so almost all the tasks involved in the client review request process are automatically done. The benefits? You can reach out to more clients at once and save time plus other resources.

But to deploy an automated client review request process, you should be building a solid strategy first, followed by a set of streamlined tools. In this blog, we are explaining the four-step strategy to build an automated client review request process.

Step #1 Build a Client Database

The whole process starts with building an accurate client database. The database may include clients’ personal contact information, such as names, phone numbers, email addresses, etc. It is important to maintain and update the database with optimum accuracy because later, when the automated solution sends review requests to clients, it will fetch data from this database. The database can be built from scratch or by uploading an existing list of contacts. It is also possible to integrate any existing database with the solution.

Step #2 Create a Review Request Form

The less work for clients to provide a review, the higher the chance they are going to give you one. Also, if the process is structured and clients know exactly what to do, they are more likely to be persuaded. Therefore, the ideal option to collect reviews is through an online form. A form can be created by using drag-and-drop technology with relevant fields in it. For instance, there can be fields for their name, contact details, a section to provide numerical reviews, and a box to provide a text review. Clients can access the form via a link and easily provide their review.

Step #3 Send Personalized Requests

The form is ready. All we need to do is send the form link to clients and persuade them to click the link and provide a review. The best way to do it is sending them automated, personalized messages that contain the form link. For instance, you can create an email message template using email marketing software and mark the areas where you want to add personalization. You can then insert the form link into the email’s CTA button called something like “Provide a Review.”

When you activate the review campaign, the solution will fetch data from the database and send a super-personalized copy of the review request email message to each of the clients in the list. Personalizing these messages is important because it increases the likelihood of receiving reviews. Clients can simply open the email, read the content, and if they are inclined, click on the button, and provide a review.

Step #4 Automated Follow-up

Like we said, building a relationship takes effort. So, when you send messages to clients, it is also important to follow up with them. Many clients will not even open your initial request message and many will open it but forget to leave a review. You can configure the solution in a way that it sends automated follow up messages to clients when they do not interact with the initial message. Similarly, clients who provided a review can also be followed up via a personalized thank you message. All these follow-up communications are done automatically the same way the initial messages are sent.

On top of that, you can also set up the solution to remove clients from the “Request Review” list if they do not engage with your follow-up message because we don’t want to push them. Also, clients who submitted the review request form can also be removed from the list after the thank you message is sent.

So, there it is! A complete, all-in-one, automated client review request solution. Using this solution, you can easily request reviews from thousands of clients at the same time. All those reviews will be stored in a centralized database, that is accessible to you at all times. All you need to do is categorize the reviews and use them appropriately.

But before executing the solution, we should talk about the tools we mentioned! The automated solution’s strategy is powered by digital engagement tools and a platform that streamlines all these tools. It is extremely difficult to build those tools from scratch. Even if you manage to acquire these tools separately, streamlining and integrating them with each other is another tough job.

Fortunately, SimplyCast anticipated the growing need of an automated client review solution and built a ready-to-go, 100 percent customizable digital client review request management solution. We have used our in-house digital engagement tools such as email marketing, SMS marketing, a CRM, a form builder, and web tracking software to build the solution. It is powered by our digital engagement automation technology.

The solution is easy to use with the advanced drag-and-drop technology. You do not need to learn coding or development skills to use this solution. Also, we can configure the solution to meet your business requirements.

Sound interesting? Don’t wait!

Request your one-on-one demo with our experts today!

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