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How CRM Can Help Manage Employee Expectation

How CRM Can Help Manage Employee Expectation

“Employees who are engaged and thriving are 59 percent less likely to look for a job with a different organisation in the next 12 months”*

Customer satisfaction is not just for external customers. The challenge for financial services firms is to find and keep talented employees, who are vital to the continuity and success of their business. Keeping those employees happy and engaged will help to retain them.

Download our eBook - Making it count and learn how to:

  • Empower your staff with digital insight
  • Better allocate tasks and responsibilities
  • Provide full visibility of project status
  • Identify where staff are struggling and need help

Being happy and engaged is not just to do with pay rises and perks, however. An employee who is empowered to do their job to the best of their ability is likely to be more satisfied than one who struggles to find what is needed to help them to do their job. The flow of information and data about customers and prospects, and the full visibility of the pipeline that CRM offers, can ease the work of anyone who is dealing with clients. They will have all the information they need at their fingertips.

Accountancy and financial services firms have much to gain by investing in technology that will help them to meet the challenges of the next few years. A CRM system can help to make the business more efficient and effective, it will help to keep employees engaged and productive, it will ensure that customers are satisfied, and it will help to build new business. See how we have helped BDO Drive UK do just that, learn about their success HERE. 

*SOURCE: Gallup

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