Transforming Your Customer’s Experience

If you’re a managed service provider (MSP), you know the importance of communication and engagement to ensure a good customer experience. When touch points with your clients are few and far between, your quarterly business reviews (QBR) may be your main opportunity to make sure clients stay updated on the work you’re handling for them. The only problem is, a QBR takes time to prepare, and busy account managers don’t always get these reviews completed as often as they’d like. How can you maintain consistent engagement with your clients and deliver a quality customer experience?

 

Understanding the Problem

 

There are many vendors who offer services to account managers, claiming that they can help them generate a QBR more efficiently. While these companies can be helpful in formulating a more efficient QBR “plan of attack” for account managers, they don’t address the real problem– aggregating the necessary data. Captain’s Chair offers a simple but powerful solution to this issue, aggregating data in our platform so that account managers can easily consolidate all the information they need for a QBR.

 

Thinking beyond Quarterly Business Reviews

 

Even with the ease of having data consolidated in one place, why limit your client engagement to a rigid routine of quarterly business reviews? What if it was possible to expand your engagement with customers beyond quarterly business reviews and give your customers the ability to consume this data in real time? That’s where the Captain’s Chair platform can be a game changer for account managers. We live in a world where we’re accustomed to having information at our fingertips. With this platform, you can provide your customers with information on demand and bridge the engagement gap.

 

Revolutionize the Customer Experience

 

It’s time for MSPs to move beyond quarterly business reviews and transform the customer experience. The solution is simple: a platform that gives your clients more access to data and helps them better understand the true value that you’re delivering. When you put your customers in the Captain’s Chair and help them stay informed, they’re far more likely to stick around for the long term.

Captain’s Chair gives more transparency for MSP customers

Our own, Phillip Myers, sat down with the SmileBack team to discuss the purpose of the Captain’s Chair dashboard and how our newest integration with their software can help MSP partners to better display their value to clients. Check out the content here!