What's inside
- Unified customer profiles for individuals and corporates
- Requests and quotations linked to each client
- Follow-up log so nothing is forgotten
- Repeat-client history for better offers
What it changes
Higher conversion on incoming requests
Client knowledge stays in the company, not in one phone
This pillar shares the same database as the other six, so data entered once appears everywhere it matters.
See all 7 pillarsNEXT PILLAR
Accounting & Finance