Accomplish the Same Things from Your Online Office with Your Customers and Propsects as You Would if They Were in Your Physical Office
Lets take a look at how Cap Dat ACORD is used to work with a new prospect and turn them into a customer, then how you continue to use it to provide great customer service.
Start with meeting a new prospect.
Customer / Prospect Profiles - Know Who You Are Working With
When you have a new prospect the first step is to create a new Profile. Cap Dat ACORD Profiles...
- Maintain each customer's data and related emails in an organized, single view
- Make all information accessible to all members of your team - you control access permissions
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