I’ve managed a number of shoppers over time who have been nonetheless utilizing antiquated, paper-based programs to handle their buyer relationships.
For sure, issues can get disorganized rapidly.
I’m right here to avoid wasting you from making the identical mistake.
With FieldPulse’s shopper administration instruments, conserving observe of all of your prospects’ data and notes has by no means been simpler!
For starters, including a brand new contact is a breeze. Right here’s the way it appears to be like (to present you a greater thought).
Inside every contact card, you possibly can simply add & entry the next data:
- Title
- Related person
- Account kind
- Contact data
- Notes & tags
- Lead supply
FieldPulse even presents a reproduction contact checker immediately inside every card, additional streamlining the method.
After getting all of your contacts added, you possibly can simply view and edit them from FieldPulse’s contacts dashboard (screenshot beneath).
FieldPulse lets you totally customise your dashboard, making it excellent to your particular wants.
Our two cents: Should you’re searching for the following huge factor in managing shopper relationships, give FieldPulse a shot.
