Technical consultant : how to manage the customer relationship ?

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Published on 5 April 2022

Managing customer relations is a full-fledged expertise that technical consultants must master in order to perform at their best. This form of communication allows us to build customer loyalty by offering them services that meet their needs. For the technical consultant, managing the client consists in finding the best solution that will allow the satisfaction of the latter while offering him quality services.

Use collaborative tools

The technical consultant, as a consultant, has a role of customer loyalty. At a time when new technologies prevail, it is easy to build immediate exchanges, based on collaborative project management tools. Instant messaging and videoconferencing platforms integrated into applications, and online chat tools encourage instant dialogue, while retaining a human touch that’s perfectly effective, especially for remote work meetings.

Anticipate customer needs

It is necessary for the consultant to have relevant tools to understand the data related to priority management. The more the consultant knows the needs of the customer, the more he is able to anticipate the solutions to the problems. Backed by past experience and supported by business management tools, the technical consultant must be able to make proposals.

Being there for the customer means listening to their expectations. Technical consultants need to be sociable and attentive. The integration of a collaborative approach allows several collaborators to be involved. Their roles are to co-construct the future solution, submit comments, make modifications. This proximity develops a relationship of trust and illustrates the commitment of the teams to the client’s project.

    Use digital tools

    The consultant’s mission will be to get the client and his teams to adhere to the project. With new technologies, it will be easier for him to meet the challenge of communication. His role is to accompany the change. Communication through internal newsletters and launch kick-offs will help explain the project’s progress to everyone.

    His challenge will be to find a simple language, not too technical, accessible to all! With an interactive incident management tool, consisting of a simple web interface, customers will be kept informed of how their malfunctions are being dealt with. This ticketing platform also allows for a reduction in customer relationship management costs, as well as an improvement in customer satisfaction.

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