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Recording Sales Call Notes on a Client

Typical Problems

  1. People are not adding notes to the contacts after cross-sell or up-sell
  2. People have no reference for when they call the client back
  3. Notes are in different places which there is no central database to follow

How Blitz Makes This Better

Blitz client manager allows users to take notes and record dispositions, in addition, Blitz enables:

  1. Contacts to be neglected so if an update is not put in on a client, the user and manager knows about it
  2. Future follow-up tasks can be created for the staff which makes sure they stay on the client
  3. Users will always be able to reference the notes in Blitz whether it is from their computer or mobile phone
  4. The notes are always going to be in one place for reference

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