Updating Client Information

Business, Implementation
The day-to-day processes of your business can be disrupted when client information is not kept up to date. It is best to have regular reviews of such materials as it only takes one miscommunication to a client to cause confusion. To maintain a professional and reliable relationship with your company’s patron, the process of updating client information should start internally. The first step to updating client information is to look at your past communication logs with your client. These logs might include phone calls, emails, or physical documents. There may be conflicting communications that you have received from different client contacts, so it is best to make notes...