Client Savvy is a specialized customer experience (CX) platform designed specifically for professional services firms, enabling them to effectively collect, analyze, respond to, and act on customer feedback in real time. Unlike standard survey tools that often fall short in addressing the unique complexities of professional services, Client Savvy offers a tailored solution that integrates feedback collection at critical project milestones and key moments of truth, ensuring that every interaction is an opportunity for improvement.
This platform is particularly beneficial for firms that operate in environments where client relationships are paramount. Targeting professionals in sectors such as legal, consulting, and financial services, Client Savvy provides a comprehensive approach to monitoring client experiences throughout the lifecycle of a project or matter. By focusing on milestone-based feedback, firms can gain insights into client satisfaction and engagement at pivotal stages, allowing for timely adjustments and enhancements to service delivery.
Key features of Client Savvy include real-time feedback collection, advanced analytics, and seamless integration with existing project management tools. The platform allows firms to track client sentiment and satisfaction levels, providing actionable insights that can lead to increased differentiation in a competitive market. Additionally, the ability to respond swiftly to client feedback fosters stronger relationships, ultimately resulting in enhanced profitability and reduced client churn.
By utilizing Client Savvy, professional services firms can not only measure client experiences but also leverage that data to identify cross-selling opportunities and refine their service offerings. The platform's focus on continuous improvement helps firms stay ahead of client expectations, ensuring that they remain responsive and relevant in an ever-evolving landscape. This proactive approach to client feedback positions firms to thrive, making Client Savvy an essential tool for those looking to elevate their customer experience strategy.
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Product Description
Client Savvy’s Customer Feedback and CX Management Platform was designed and built for professional services firms to provide a way to monitor the relationship between a firm and the customer regarding the progress of a project or matter. Following completion of a task, your firm surveys the customer with a pre-built survey corresponding to that phase of the project. Survey questions can also be changed or added, depending on the requirements of the project.
The platform stores the survey responses, which are organized and displayed in several graphical formats that are easily accessible to your team. The system
can be configured to provide notifications to the when survey results are available, or if a response is entered that corresponds to preset criteria. The reports of the feedback results in the design facilitator can be configured to display by sender, by recipient, by project or by project team.
The feedback responses to the survey questions are made through a unique interactive visual response mechanism which allows feedback to be given by a user through movement of a slider on a scale displaying a range of qualitative word values. The user responds to the survey question by moving the slider along the scale to a position corresponding to the user’s response to the survey questions.
A numerical value from 7.0 (exceptional) to 1.0 (unacceptable) in 0.1 increments is recorded corresponding to the user’s qualitative response on the scale. The platform compiles the values from user responses and generates graphic reports of the survey responses, which are available in several formats. In this manner, ongoing feedback regarding the progress of the project and the client’s level of satisfaction is provided.
Overview by
Tim Asimos
