Loyalty and the Priceless Client [13:26]


It has been said that the cost for attracting a new client is five times as much as retaining an existing client. Armed with this knowledge, what is your office doing to reward client loyalty? Oftentimes, the clients who generate the most revenue are also the clients that take the least amount of time. By using the CRM to track these loyal clients, we can start rewarding them.

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Click the link below for more information on each of the features covered in the video:

01:03 - Contact Overview - Contact Details

02:54 - Advanced Search

06:22 - Reminder Reports

08:19 - User Defined Fields (UDFs) 

08:59 - Manage Database Lists

10:10 - Custom Exports 


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