Client Service is the Key!
Consider this common client service scenario:
- A wealthy client calls with questions about her portfolio.
- Your staff member, Thomas, hasn’t spoken directly with this client previously.
- ClientLogix CRM pulls up the client record for Thomas before he even answers the phone .
- He immediately has access to her entire portfolio as well as notes from previous conversations and written correspondence at his fingertips.
- Thomas is able to handle the client’s inquiry efficiently and knowledgeably because he is able to provide the requested information immediately over the phone instead of having to call her back after searching through 5 different systems and a network directory.
- In addition, Thomas (more…)