In this article, you will learn:
All new feature releases or enhancements to current features during the month of Nov.
Client relationships are important but all clients are not equal. You can categorize them by an internal rating system where 5 stars are the most valued client. Follow the steps to rank clients.
Sales and service can have multiple pipelines and no need to cramp them all in one DealBoard. Pipeline Manager allows you to create pipelines specific to lines of business or to manage service tickets.
Never miss out on an opportunity to celebrate your customers! Welcome emails are sent to contacts when they become your clients. These are super effective to show your clients special attention and acknowledge their VIP status every single year.
Power your business with social proof — let your happy customers digitally endorse you and increase conversion with our completely automated reputation management platform. Build a happier, more engaged frontline team. Improve customer experience and online reputation.