The launch of the system is accompanied by the appearance on the screen of information about the plans for working with specific clients. When talking with a client on the phone, sales managers immediately display the entire history of contacts on the screen, which allows them to build the right conversation as you can see at
metabank phone number. After completing the conversation, the employee records the progress of the negotiations in the "History" section, making a record with a certain type (call, demonstration, etc.), and plans the date of the next contact. By means of the system's mailing module, it automatically sends standard documents and demonstration materials by e-mail.
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