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Client relationships


Meaningful and beneficial relationships

Developing meaningful and beneficial relationships is fundamental to success for all parties, and at all levels, whatever the organisation.  We help you to achieve this by taking a practical approach to CRM (client relationship management) that does not suffocate the business.

Simple processes

It is important to recognise that in any organisation, 'everyone sells'.  We implement simple processes that identify everyone's role in developing and maintaining client relationships, particularly project teams, who have the highest level of client engagement.  This is backed up with coaching and formal training in relationship skills.  We set out how members of the virtual 'client team' relate to each other as well as to the client.

Efficient systems

Efficient knowledge-sharing is essential to the effective operation of the client team.  Too many systems fail because they overload the intended user with demands for superfluous information, and the whole system falls into disrepute, dragging the process down with it.  And too many companies are paying for functions on CRM systems that will never benefit them, or their clients.

Cordelis balances process and system, and works with your organisation to find a tailored cost-effective solution that meets your needs.

Are your clients really satisfied?

How can you genuinely tell that your clients are satisfied?  How often do you check their pulse, and how effectively is it done?  Who engages with the clients to obtain the feedback, and does this adequately convey the importance of the client to your business?  Do you use the client's feedback to benchmark against your competitors?

We implement engagement programmes that get you closer to the truth about the relationships with your clients, and position you to gain from that knowledge.


Effective partnering models

Cordelis provides planning and facilitating that deliver clear and effective partnering models.

For business-to-business partnering we identify tangible objectives and actions that are meaningful to all parties.  We identify cost-effective ways of keeping the partnership alive, on plan, and relevant.

For project-based partnering, we ensure that the process complements project management, and does not place an unnecessary burden on the team.  We take into account the individual circumstances of the project, and set up a clear process and incentives that aid success.

The processes and techniques align with the best practice set out in the Office of Government Commerce (OGC) guidance, assuring our clients that they meet current standards.


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