Are you experiencing a sudden spike in client attrition?
Are you sick and tired of your sporadic or non-existent leadflow, low quality and infrequent referrals, sub-par sales closing ratios, and lack of repeat business?
Do your competitors have higher levels of employee engagement, better understand the needs of your clients, and have more loyal customers and raving fans than you do?
Is your staff constantly handcuffed by time-consuming, manual tasks while servicing your clientele, partners, and investors?
If so, the time is now to leverage a more innovative, user-friendly CRM system to standardize and automate your customer engagement processes, centralize and consolidate your client profile data, boost employee engagement, productivity, and collaboration, enhance client service and retention levels, and exponentially increase your sales conversions and share of wallet.