Your CRM software is great for managing customers, but not for managing tasks
Benefits for Sales Teams:
- Tap into your team
Request support from a menu of pre-defined services.
- Deliver on promises
Improve accountability by assigning tasks and owners for follow-up.
- Avoid surprises
Get full visibility into the status of work being done for your clients, plus
advanced reporting.
Benefits for Cross-Functional Teams:
- Standardize incoming requests
Single source of truth for all incoming requests. No more email or drive-by requests.
- Improve on-time delivery
Increase productivity and accountability with a clear record of all your team’s work in one place.
- Real-time reporting
Instantly see workload and project status for everyone on your team.