The handover of a client can be complex if the necessary information is scattered among private chats and unshared emails. EntryFilter offers an effective solution to organize this vital information.
Use of the Client Dossier
The main feature that facilitates the handover is the Client Dossier. This tool allows for a complete overview of interactions with the client on a single screen, making access to information quick and easy.
- Client Header: displays name, email, and phone number for immediate contacts.
- Statistics: check the date of the last contact and the number of cases handled.
- Case History: consult the chronological list of all cases, with details on each interaction.
Benefits of the Client Dossier
By using the Client Dossier, your colleague can quickly retrieve the necessary information, avoiding the need to search through various channels. This is particularly useful in emergency situations, such as when a client is at risk of leaving the service.
Example of a Practical Case:
Imagine an account manager who needs to transfer a client to a new colleague. By using the Client Dossier, the new account manager can immediately access all previous cases and communications, allowing for quick alignment and continuous management without interruptions.