ClientInsights

CLIENTINSIGHTS

 

 

PANALITIX

ClientInsights

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.

 

USES INCLUDE

Prioritize client care and engagement
Gather client needs information
Action opportunities
Introduce new products
Supplement existing programs

BENEFIT FROM

New leads
Higher sales and profits
Re-energized relationships
Greater proactivity
Enhanced reputation

Add Templates

 

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.

ClientInsights Templates

 

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.

Prioritize Opportunities

 

Detailed analysis of your client’s responses allowing you to focus on the highest value opportunity.

PANALITIX

ClientBuilder

Better understand your clients’ ambitions, concerns, experiences and opinions to create new opportunities for up-selling, new services and client referrals.

PANALITIX

MarketingHub

Communicate regularly, professionally and authoritatively through newsletters, email updates, articles, blog pages and social media.

other technology solutions

ATTRACT
CLIENTS

Find more leads and grow revenue

DEVELOP
TEAMS

Empower teams to improve performance

OPTIMIZE
PROCESSESES

Streamline business processes to grow capacity

DEVELOP
PRODUCTS

Optimize your product and service portfolio

OTHER WAYS WE HELP YOU SUCCEED

Panalitix offers different ways for you to benefit from our expertise including intuitive technology solutions, a vibrant membership program, professional advice and coaching for strategic delivery.


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