Client Relationship Management (CRM)


Get closer to your clients. It's important to nurture and maintain strong client relationships. We have the experience in client relationship management (CRM) as well as the strategies and the tools you need to seriously develop and expand your client base and keep your clients happy.
Jaffe will:

  • Analyze your client base and explore your strengths, weaknesses, opportunities and threats
  • Evaluate key clients and determine their satisfaction, needs and problems
  • Structure and facilitate client team meetings
  • Develop and implement effective client list management programs
  • Plan and support client development activities
  • Facilitate CRM planning meetings and training sessions, focusing on client care, relationship planning and management
  • Strengthen client relationships and generate increased revenues by coaching and training client teams