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Reasons why your support team needs their CRM User ID
Reasons why your support team needs their CRM User ID

The success of your practice hinges largely on strong client relationships. And while advisors may deliver exceptional client care, the quality of your service also depends on your support teams. Advisors initiate client relationships. But support staff often facilitate, helping with record-keeping, ensuring compliance, and managing communications.  You’ve already spent lots of time & money building out your support team–which is why it makes sense investing a bit more in add-on CRM licenses for an even better return. With every team member kitted with their very own CRM user ID, you’ll reap a multitude of different operational efficiency gains. Here are highlights of what you can achieve when taking advantage of our Customer Service CRM functionality in your practice

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