Spend Less Time Toggling and More Time Servicing Business Clients
Our Comprehensive Customer View provides users with a 360° view of their contacts, in an easy-to-view and navigable format. It gives them the ability to make recommendations in a fraction of the time, without any toggling or data collating.
By consolidating information across all company-wide sources, it allows users to create a single point of truth that is shared across all lines of business. Key data points include profile information, demographic information, activities, and related account information.
Key Features to Drive Results:
- Relationship Hierarchy: Enables Sales Managers to better identify and collaborate on cross-sell opportunities across regions.
- Interaction Journal: Our Interaction Journal logs all client interactions, including meetings, communications, events, etc.
- Notes Capability: Enables users to capture and view notes about the contact.
- In-context messaging: Allows users to exchange secure messages about the contact.
- Custom Fields & Categories: Enables users to collect extended profile information.
The Value that Our Comprehensive Customer View Can Provide You:
- Drive opportunities to drive revenue
- Enhance client experiences by minimizing wait times for the business clients and provide users with insightful information
And that’s just the beginning!