November 2017

How well do you know your clients?

Call

Monday 20 November at 1pm

Having a single view of your client is imperative, in order to fully understand their value now and in the future.
Every client wants to be treated as an individual. It’s not just about knowing their name. It’s about building a knowledge base of their needs to improve customer retention. A single customer view also allows for better targeted cross-selling and up-selling of additional services, for a more profitable practice.
Maybe you manage multiple spreadsheets, databases and even piles of written notes in the filing system on every client. So being able to create a single view may seem an impossibility. That’s why IRIS has developed an integrated and automated CRM solution that consolidates all this important information and systematically prepares a set of personalised communications triggered at a point that you set, and then automates the whole flow of communication on a continuous basis.
Sound daunting? Join us on 20 November to understand the power of customer engagement and accuracy in the use of client data. And with GDPR upon us in May next year, compliance in how you capture, store and use client data will soon become law.

Having a single view of your client is imperative, in order to fully understand their value now and in the future.

Every client wants to be treated as an individual. It’s not just about knowing their name. It’s about building a knowledge base of their needs to improve customer retention. A single customer view also allows for better targeted cross-selling and up-selling of additional services, for a more profitable practice.

Maybe you manage multiple spreadsheets, databases and even piles of written notes in the filing system on every client. So being able to create a single view may seem an impossibility. That’s why IRIS has developed an integrated and automated CRM solution that consolidates all this important information and systematically prepares a set of personalised communications triggered at a point that you set, and then automates the whole flow of communication on a continuous basis.

Sound daunting? Join us on Monday 20 November to understand the power of customer engagement and accuracy in the use of client data. And with GDPR upon us in May next year, compliance in how you capture, store and use client data will soon become law.

Duration: 30 minutes

Monday
20 Nov 2017
13:00 - 13:30
Register now
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