2 min read
Who Does What in a Digital Client Outreach Solution
Client outreach is one of the primary functions that organizations need to find a way to automate. Organizations need a flexible process that handles the key steps can turn what is normally a lengthy challenge into a quick resolution. Manually handling client outreach is fine for organizations that are just starting out, but as a business grows it becomes harder and harder to ensure proper communication without issues. This could be as simple as calling a client by the wrong name, or as drastic as accidentally sending an internal email with confidential documents to a client. In either case, your reputation is damaged and the client’s trust in their relationship with you is diminished. An automated solution helps preserve that trust in most situations.
An automated solution, however, comes with its own set of challenges. How much technical knowledge do you need? Where will you find the budget for all the tools involved? How can you be sure that the company you use is trustworthy? Is it possible to find a way to answer all these concerns at once? We think so.
SimplyCast presents the idea of the Client Outreach use case, a complete solution for communicating with your clients.
This solution can be leveraged by organizations to minimize the time and resources required to communicate with clients on a regular basis. It leverages emails, voice calls, and SMS in order to communicate with clients according to their preferences.
Within this digital client outreach process, staff and clients both play an important role. To illustrate the use case, we will be using a monthly newsletter, but this use case can easily be adapted for almost any routine communication with clients.
Staff – Step 1
Staff begin the process by organizing the client database and setting up the messaging that is intended for clients.
Staff – Step 2
Once the messaging is built and the client database set up, staff will need to set up automation tools to ensure that the messaging is sent at the right time.
Client – Step 1
In this use case, the only responsibility the client has is to open and read the messages. Their responses, as well as any actions they take, can be logged.Staff – Step 3
Staff should check the reports and review how clients are engaging with the messaging that is sent in order to refine and improve their outreach process.
And that’s it! Once the client outreach solution launches, each step is taken care of by the automatic and straightforward process.
The SimplyCast platform is a no-code platform that allows anyone to build and edit their use case solutions. As a result, this solution is fully customizable, it can be tweaked or altered to meet the exact needs of every institution.
SimplyCast is an ISO 27001:2013-certified company with data centers in the USA and Canada. Our platform has the capacity to send 100,000+ messages every hour and allows for 10,000+ concurrent sessions, with a 99.5% minimum uptime. We can also acquire additional gateways and servers if you need them to assist with scalability. Your confidential data is safe on our secure server and the messages you transmit are completely encrypted.
With our solution, you can have peace of mind.
Don’t wait! Our experts are ready to give you a one-on-one demo to explain how this solution works.
Simply request a demo by clicking the button below and let us show you how our solution can help you manage your client outreach more efficiently.