processes and policies to register opportunities on the CRM systems and in SharePoint structure.
margins
role of Diary Management New Business Servicing CRM (Customer Relationship Management) Managing the Vitality the FAIS Act. Your client must be created on the CRM system and a new business query opened. All client Servicing All servicing queries are to be logged on the CRM system Liaise directly with the clients for information to date and clients do not lapse their policies. CRM (Customer Relationship Management) Every client needs needs to be correctly captured onto the CRM system Existing clients need to be checked and info needs
role of Diary Management New Business Servicing CRM (Customer Relationship Management) Managing the Vitality the FAIS Act. Your client must be created on the CRM system and a new business query opened. All client Servicing All servicing queries are to be logged on the CRM system Liaise directly with the clients for information to date and clients do not lapse their policies. CRM (Customer Relationship Management) Every client needs needs to be correctly captured onto the CRM system Existing clients need to be checked and info needs
sales information is kept updated in the relevant CRM
sales information is kept updated in the relevant CRM Aspects like account Plans, exco briefings on latest
sales information is kept updated in the relevant CRM
sales information is kept updated in the relevant CRM
with the relevant agencies
designated products