Articles & Resources on Customer Retention | Wrike Blog
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Customer Retention

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How To Enhance Customer Experience With Client Intake Forms
Project Management 10 min read

How To Enhance Customer Experience With Client Intake Forms

Entice potential clients and get them on board using a client intake form.

Leveraging Marketing Integrations for Enhanced Efficiency
Marketing 5 min read

Leveraging Marketing Integrations for Enhanced Efficiency

Workato’s Colleen Schaal explains the power of integration and automation for marketing teams — and how Wrike Integrate Lite can help.

7 Steps to Creating a CRM Strategy
Project Management 10 min read

7 Steps to Creating a CRM Strategy

Customer relationship management is the process of nurturing relationships with your customers. Here’s how to build your CRM strategy.

How to Build a Customer Experience Strategy
Marketing 10 min read

How to Build a Customer Experience Strategy

Craft a distinct CX strategy that achieves business goals and delights customers. Learn more about customer experience strategies with Wrike.

How to Improve Customer Experience
Leadership 10 min read

How to Improve Customer Experience

Improving employee engagement to improve customer experience is an excellent strategy for customer experience management. Read on to learn more.

The Ultimate Account Management Guide for Professional Services
Collaboration 7 min read

The Ultimate Account Management Guide for Professional Services

What is account management? Drive sales growth from existing customers and build deeper relationships with a successful account management strategy.

What Is CRM Software? The Definitive Guide
Project Management 10 min read

What Is CRM Software? The Definitive Guide

CRM project management software is used to manage customer data and interactions and nurture lasting relationships. Read Wrike’s CRM guide to learn more.

3 Proven Ways to Keep Your Customers Happy
Collaboration 3 min read

3 Proven Ways to Keep Your Customers Happy

How can you achieve customer service so fine that clients actually comment on it and spread the word about your company? Learn from the benchmark experiences of other companies, and benefit from the latest technologies to facilitate your work. So, what are client management tools? , a leading provider of Electronic Data Interchange (EDI), has been offering a variety of robust, cost-effective EDI solutions since 1991. Projects of 123 EDI are typically complex and require coordination between sales, accounting and programming departments to ensure the company meets and even exceeds customers' expectations. According to Bernie Murciano, President at 123 EDI, the following principles, supported by Wrike's features, help to achieve top-notch customer service: Attention to detail Being thorough in performing clients' requests, minding the details, no matter how small they are, is crucial on the road to customer satisfaction. But can you take the load of remembering too many things off your brain and still deliver everything and more to your clients? Yes, you can! Wrike project management software stores all the short-term and long-term commitments of 123 EDI, providing "a view of the big picture without losing sight of the many details" says Bernie. Thus, 123 EDI stays ahead of the game and ensures that even minor customer needs are not overlooked. "Positive customer feedback doubled in a couple of months after we adopted Wrike," shares Bernie. Seamless collaboration To achieve excellent customer service, a unified effort of all the organizational departments is required. 123 EDI chose Wrike for teamwork with its enhanced collaboration features: real-time discussions, handy ways to follow tasks, and a cross-project newsfeed to track progress with ease. What makes Wrike especially convenient for collaboration is easy data-sharing on project progress with everyone involved. If you wish to connect remote teams, external partners and clients to the project, you can easily do so – the number of external viewers is unlimited.  Bernie confirms: "Wrike's user-friendly web application keeps everyone on the same page." Commitment to timelines When you deliver a project on time, customers appreciate it and come back for more. With Wrike's automatic reminders about tasks and updates, you never miss a deadline. Scheduling tasks is simple and can be done from list, table and timeline views in real time. Bernie Murciano values this ability "to more effectively prioritize tasks by revising due dates." Thus, 123 EDI quickly reacts to the ever-changing business conditions, so that no customer is disappointed by a missed deadline.

Customer Acquisition Experts Share Campaign Best Practices
Marketing 7 min read

Customer Acquisition Experts Share Campaign Best Practices

The buying process for products and services has changed completely. Here are some tips from customer acquisition experts to help your team drive awareness, interest, and leads in today’s crowded market.

Want to Ramp Up Customer Acquisition? First, Break Down Your Campaigns
Marketing 7 min read

Want to Ramp Up Customer Acquisition? First, Break Down Your Campaigns

Customer Acquisition teams manage thousands of campaigns across dozens of channels. Here’s some tips from the team here at Wrike about how to optimize lead gen campaigns and refine your customer acquisition strategy for maximum impact.

Stop Customer Churn in Its Tracks! Tips to Improve Retention and Revenue From the Inside Out
Leadership 5 min read

Stop Customer Churn in Its Tracks! Tips to Improve Retention and Revenue From the Inside Out

The customer churn rate is huge after a single negative experience with a company — more than half of customers won’t return. Reasons for customer churn vary, but the problem stays the same: Companies must determine why customers are leaving, as well as ways to reduce customer churn. Check out this webinar for more information.

How to Develop a Customer-Driven Project Management Philosophy
Project Management 7 min read

How to Develop a Customer-Driven Project Management Philosophy

Boost client retention and satisfaction with a customer-driven project management approach. Create a strategy that works for your project team using Wrike.

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