How to capitalise on customer acquisition using Uptick

By Craig Handley – Uptick Product and Customer Success Manager

Since the inception of Uptick over 3 years ago, we have been driven to excel in providing value to your business. This is achieved by driving efficiencies within your business and helping you deliver value added services to your client via the use of our technologies. In this post, I’d like to focus on the second part of that equation.

How can I use Uptick to create more value to my clients?

  1. Set up a client portal to demo for your clients:

    The client portal is a great source of information for your clients to manage their defects and see how their buildings are performing. When you are in conversations with potential clients, don’t forget to walk them through an example of a client portal in your system. To give them the full experience, you can create a dummy client and series of sites with assets to show off to your client, then give the potential client the log on details to let them take a look through the system in their own time. You can change the password from time to time if you don’t want them looking through the portal after the deal has closed.

  2. Let them know about the real time dashboard:

    The real time dashboard isn’t just for your own efficiencies, it also prescribes a sense of reassurance to your potential clients that you are in control of your business and can deal with their issues in real time. Describe the fact that you can know where your technicians are at any point in time so that if your potential client calls for urgent work, you can find the nearest technician to the site, and dispatch the task to that technician to get them onto it as quickly as possible.

  3. Show the flexibility you have when communication back to them:

    At Uptick we don’t really do things in half. You want to send an invoice, defect quote, report all in one email, you got it. You want the invoice, report and defect quote sent to different people in the organisation, you got it. They only want access to their report via the client portal, you got it. Your client will appreciate the flexibility. Many take these things for granted, but many systems don’t provide this kind of flexibility. You have it at your fingertips

  4. Provide confidence in the maintenance performed to standards:

    The first jobs to get cut by the client when the budget gets tight are discretionary, the non-statutory or legislated maintenance. With our system, you can show them the direct link between the work you are doing and the standards and legislations that require you to do. This is great ammunition for your client to take back to their CFO to make sure your budgets don’t get cut. Your client will also appreciate the transparency.