Assign Clients to Staff
- People don’t have specific clients that they are assigned to.
- Clients are not being consistently follow-up up with because they are not assigned to staff.
- Clients don’t know who their point of contact is.
How Blitz Makes the Assign Clients to Staff Process Better
Blitz allows for users to assign clients to staff. This includes:
- Allowing clients to be imported and assigned out in batch to current staff.
- Allowing staff know who they should target to cross-sell and up-sell.
- Allowing the clients to know who their point of contact is for the the company.
- Allowing the staff to know internally who is responsible for the client.