Do client management
better, together

Backlog streamlines collaboration, not just between project team members but also between project teams and clients.

To use Backlog for client management, first invite clients to their project boards and assign them the guest user role. This allows them to access the project issues, code repositories, project wiki, and shared files, but it does not grant them access to the organization space as a whole. In other words, they will be able to track their own project but not internal ones or those related to your other clients.

With this access, your clients can enable notifications for tasks of interest so they are alerted whenever they progress, ask questions, and share updates, ideas, and information in task comments. As a result, clients will have the most up-to-date information, and project teams can share updates with them more easily. It’s a much more efficient way to work that builds closer alignment between development and design agencies and their clients.

Yes. Cacoo’s easy-to-use design templates make client communication more engaging and easier to understand.

Project managers can use presentation templates to deliver stronger pitches and product updates to clients. Furthermore, Cacoo’s diagrams make complex data easier to understand for key stakeholders who may lack technical knowledge. Instead of trying to explain a complicated concept, just map it out in Cacoo to display concepts in a simple, visual format.

Flowcharts may also assist in client relationship management, helping clients better understand project workflows, timelines, and when they can expect to receive their deliverables. This reduces the number of questions that need to be answered and allows the team to focus on creating the new product.

Backlog’s flexibility allows you to integrate your customer data and contact management with their projects, ensuring all relevant data is available where and when you need it.

Here are a few ways that you can use Backlog to manage your customer relationships more effectively:

• Create a dedicated issue to house all client data and contact information. For example, you might update the issue details to include client background information, communication preferences, and other notes.
• Create a client page in your project wiki, including names of key stakeholders, contact details, preferences, background information, call notes, and more.
• Upload files containing customer data and contact information for easy access.

Storing all of this information in Backlog ensures you have easy access whenever you need it. As relationships evolve, keep your records updated in Backlog to ensure your team always has access to the most up-to-date version of your customer information.

By granting clients access to projects in Backlog, you can give your clients a real-time view of each task’s progress. That empowers them to ask and answer questions, contribute ideas, and more – all of which help them feel more involved in the project. As a result, they may feel more ownership over the results and will build a stronger bond with the project team.

This strengthens the sales process in a few key ways: first, building a stronger, more collaborative relationship with clients increases the likelihood they will return for future projects. Second, happier clients could offer stronger referrals and recommendations, positioning you to win even more business. It’s a win-win for both parties.

Cacoo can help teams standardize the client management process internally, ensuring that all clients get a consistent experience regardless of whom they interact with on the team.

For example, you could build a client management flow aligning with the project management timeline using a project planning template. This diagram could show the team which client management actions, from updates to presentations, meetings, and more, are necessary at each stage of the engagement.

Other diagrams, such as project flow charts or product wireframes, could additionally be used as references by team members to answer client questions more easily.

Finally, Cacoo’s intuitive interface makes it easy for project team members to easily create custom diagrams as needed to communicate complex ideas with clients.

Backlog was designed to streamline task management and enhance collaboration by bringing all aspects of the project together into one central hub. As a result, tasks progress more quickly, quality control can be streamlined, and project members can easily collaborate, share resources, and keep one another updated.

This efficiency strengthens customer relationships by demonstrating the team’s commitment to efficiency and quality. Moreover, by granting clients access to the projects in Backlog, teams can collaborate directly with clients, instantly integrating their ideas and feedback.

Cacoo enhances this process even further. Its intuitive flowchart templates help teams plan projects and anticipate and overcome challenges so workflows go smoothly.

Cacoo’s product design templates clearly communicate every aspect of each planned deliverable with developers and clients alike. And with multi-user editing, the team and clients can offer and incorporate instant feedback into their workflows, helping accelerate progress.

Finally, Cacoo’s presentation templates, video conferencing, and screen sharing enable project managers to pitch new concepts, share formal updates, and present deliverables in an engaging, easy-to-understand format.

Backlog is ideal for managing complex projects due to its customization and scalability.

Imagine you’re launching a new project, and the client has requested a complex workflow with multiple stages for client input, review, and testing. You can create this workflow in Backlog with custom issue statuses, types, and categories. Then, if the client’s needs change later, you can modify them accordingly.

Backlog also enables you to manage the entire scope of the project in one place, with features like:

• Workload management with dependencies and subtasking
• Resource sharing with Cacoo integrations and file uploads
• Instant collaboration with task comments, version control, and code reviews
• Seamless communication with in-app and optional mobile and email notifications

These resources enable your team to monitor every detail on the most complex client projects, ensuring fast, high-quality delivery.

While Cacoo is not a marketing automation tool, it can enhance marketing automation workflows in several ways.

First, Cacoo’s flowcharts and process mapping templates can visualize marketing workflows for lead generation, lead nurturing, content creation, campaign management, and more. With a more in-depth understanding of these processes, marketing teams can identify bottlenecks and plan more effective automations.

Second, Cacoo’s customer journey maps help marketing teams better understand customer flows and identify the content they need at each point. With this knowledge, sales and marketing teams can use marketing automation tools to personalize user journeys and boost conversions.

Finally, Cacoo’s user-friendly interface makes creating sales and marketing assets easy, whether infographics, social media graphics, landing page designs, or something totally unique. These assets can then be distributed using preferred marketing automation tools.

Sales teams can use Backlog to track their leads’ progress through the sales funnel. To do this, create custom issue statuses such as:

• Lead qualification
• Engagement
• Re-Engagement
• Conversion
• Closed Lost/Won

For each lead they plan to nurture, salespeople can create an issue. Here, they can store all relevant information like contact roles, background, pain points, and previous interactions.

With this system, sales leaders can monitor leads’ progress through the pipeline, assign sales representatives, and identify weaknesses in the sales flow.

Backlog can share data using webhooks with third-party applications–such as your favorite CRM.

To do this, enable the Webhook integration in your Backlog project and then specify which data you’d like to share with the other tool.

This ensures that all Backlog updates are automatically shared with the other tools your team relies on.

Additionally, Cacoo’s Atlassian Confluence integration enables you to send diagrams directly to any Confluence page so that your diagrams and creative assets can be referenced seamlessly across platforms.