 | Conversations about customers become informed. It moves the conversation from no longer having to ask for information to agree on actions that benefit the firm and customer alike. Customers should also have visibility into the relevant information about them that is stored within these systems. This includes CRM, through project details to financial transactions. Customer portals should not be the place where they have to go to just log a call, update their information or acknowledge an invoice query but an area where they collaborate constantly. Selecting a single application to deliver such functionality makes sense. In a single data repository, business leaders can see what is happening within their organization. Employees and clients can see information that is relevant to them and that information sharing will help to build the trust that transparency promises. Request Free! |
