Monday, April 9, 2012

Who You Going to Call?

The quality and timeliness of client communications has a big impact on the success of your firm. While today’s advanced technology lets us shoot off replies via text, email, tweets and more, we can’t ignore the importance of the phone call. It is an effective tool for client communications, especially when you aren’t able to set up a face-to-face meeting.

One key component of a phone call is the follow-up. In particular, staying on top of callbacks by tracking details such as when a message was left, whether there were any action items and most importantly, have you returned the call. To ensure that I stay current with my callbacks, I set aside an hour or two each day to deal with them, but with so much going on in a day, how do I know the status of each callback?

Well, with Credenza, it is effortless! You can simply filter your phone call list to just show callbacks. These include callbacks that you have created or messages taken by other team members and assigned to you.

 Simply select “Phone Calls” on the left-hand menu. Then, on the screen that appears, go to the ‘Show’ menu and select “All Callbacks” from the drop-down list. You can also specify what user/group you want to see the callbacks for, however callbacks will only appear if they have been assigned to a matter that you share with the selected Team Member/group.

Voila! A list of phone calls you need to return. It’s never been easier to stay on top of client communications than with your Credenza.

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