Customer records
Keeps records current before and after a meeting.
- What piles up
- The CRM trails the inbox. The next colleague sees an old status.
- Where it starts
- CRM and the email or notes you connect, around meetings on the calendar.
- What the agent does
- It compares the record with the last contact, proposes missing fields and prepares the update.
- What you get
- A list of records that need attention, with the proposed change visible.
- Data and tools
- CRM, email, calendar. Writes only if you grant that right, and still for review.
- Where you say yes
- Every change to a record.
- Why that saves time or money
- Fewer quotes and follow-ups based on a record that is wrong.
- What it does not do
- It does not blank fields, and it writes nothing without your rule and your yes.