Improve Customer Experience
Gain powerful insights on the entire customer journey and use that information to improve your customers’ experience every step of the way. You’ll know how the prospect found you, why they chose your services or why they didn’t, and how well did they like the service received.
Increase Customer Retention
Keep your customers informed on products and services you offer and how those offerings will improve the quality of their lives. Ensure they are updated on service agreement renewal deadlines so they can properly plan for renewal payments.
Know Who and When to Upsell
Quickly identify customers and prospects to market the right product or service to. For example, you may want to create lists of prospects who declined the service agreement offering and promote a “2nd Chance” offer to convert them. You may also want communicate a special promotion to prospects who never became customers. The options are endless and you have all the data for any promotion required.
Total Office manager tracks phone messages, appointments, notes, files, documents, email, and other pieces of information. Locate all records with three mouse clicks or less.