Great Solutions for the Perfect Customer Integration Now

The customer, the ROI. Any commercial enterprise has the objective of satisfying it as well as possible in order to build loyalty. This customer-company relationship begins with a phase of expression of the need by the customer to which the company responds by providing relevant solutions. But we all know today that the customer is no longer limited to just one source of information.

The latter will therefore compare the different options available to him, before making his choice. Hoping that you are the chosen company, your ambition after this acquisition process is to ensure that the relationship with the client can continue. To get there, there are three basic steps that you should not miss: the integration of new customers, the constant contribution of added value and the effective management of the after-sales relationship. For the best Customer Integration this is important.

Complete the integration process

The first step for activating a new client is to complete the integration process. Putting this process in place makes it possible to federate customer expectations with the capacities of your team, so that we can all work in symbiosis and more efficiently. Banks and other financial institutions are familiar with this vital process. Take the example of opening an account. This requires providing all possible papers for verification purposes first, but also for archiving. Today, thanks to automation, this process is faster and less restrictive for both parties. This process allows the largest financial companies to build much more reliable files. Integrating customers into the banking system becomes much more natural and you gain in return their trust and loyalty. Today big data improves the integration process, thus guaranteeing shorter cycle times.

If you already have this type of process in place, now is a good time to review it. If so, it might be time to put them in place.

Let's discover together these few phases to include in an integration process

Assessing customer needs: How can your business best help its customers? To find out, you can send them a questionnaire to find out more about their specific needs.

Determine your most qualified employees for each type of client: Assigning an employee with experience in the client industry or in common is one way to create an instant connection between your business and the client. The choice of resources to assign to each client is very important. This will help make his experience better.

Educate the team about new clients:

It is crucial for your team to get to know a client to offer them the best possible service. Schedule an information session with the employees who will be working on the new account. Use this time to share essential information about the client and expected services.

Plan the first call: This will allow you to ensure that the perception that you have of the client's needs really corresponds to his expectations. It will also be a good opportunity to introduce your team to the client, an opportunity for them to demonstrate their know-how.