26. PROACTIVE
NOW JOE CAN PLAN MEETINGS, SURVEYS,
PHONE CALLS, AND E-MAIL COMMUNICATIONS
WITH HIS CLIENTS WELL IN ADVANCE USING
THE TOUCHPOINT PLANNING TOOL.
28. MOBILE
JOE CAN UPDATE CLIENT/CONTACT
INFORMATION WHILE TRAVELING ON HIS
MOBILE PHONE OR TABLET.
29.
30. EFFICIENT
HE CAN ACCESS THE SURVEY MODULE TO
COLLECT INFORMATION FROM ALL CLIENTS
ELECTRONICALLY –
NO MANUAL PAPERWORK REQUIRED.
31.
32. CUSTOMIZABLE
JOE CAN EITHER USE SURVEY TEMPLATES
DESIGNED BY EXPERT BR&E CONSULTANTS
AND SUBJECT MATTER EXPERTS (SMES)
OR DESIGN CUSTOM SURVEYS TO COLLECT
DATA.
36. EXECUTIVE LEVEL ANALYSIS
JOE CAN IMMEDIATELY SHARE CREATIVE REPORTS
FOCUSED ON MACRO-ECONOMIC FACTORS, CLIENT
RETENTION, AND THE IMPACT ON THE COMMUNITY
IN SECONDS
38. RESPONSIVENESS TO CLIENTS
THE RESOURCE DATABASE IN THE CLOUD ALLOWS
JOE TO COLLECT RELEVANT INFORMATION IN ONE
PLACE AND SHARE IT WITH HIS CLIENTS INSTANTLY.