Proactive Client Management
Use workflow and collaboration tools to turn insight into action, for example with centrally created tasks for individuals or teams as part of a strategic client development programme.
Automatically alert lead professionals when a client relationship may be at risk, for example when revenues decline, a lower than usual number of individuals are engaged on both sides, or when the last stay-in-touch call is overdue.
Visualise ‘at risk’ clients, relationships or practice areas with fully configurable dashboards and reports that pull in any data held in your CRM system. Uncover problematic trends in the early stages and mitigate associated risk.