ClientInsights helps your business to secure additional revenue by identifying valuable new sales opportunities amongst your clients. It is pre-loaded with content to create opportunities across a range of business advisory areas from which you select.
It’s a tool that asks your clients to assess their current and anticipated needs. ClientInsights then notifies you of all leads created and ranks them in order of importance, based on how clients respond.
ClientInsights enables smart decision-making based on data and actionable solutions to increase new revenue opportunities from clients.
Get to know your client’s business and industry better. Create your own templates to help you probe more and present customized business opportunities with ClientInsights.
Templates are available to outline the best practices to move forward with a new client and ensures you never miss a step in the process.
Detailed analysis of your client’s responses allowing you to focus on the highest value opportunity.