Client Management Effectively managing client relationships is a critical process for any organization which is why INSYTE delivers powerful functionality for capturing, defining, and managing relationships. INSYTE ensures that users understand every association between contacts organizations and the firm, enabling them to leverage existing relationships and minimize conflicts. Users can navigate and identify contacts by relationship type, related contacts and organizations, and who the contact knows and works with in their firm.
The INSYTE automatically links activities to specific opportunities and monitors and reports on all activities connected to a specific opportunity.
- “Single-click” access to next activities while entering a current sales, service and account management activity.
- Generates single-click access to all related issues and information while entering client activity.
- Creates activities for the user and other individuals assigned to undertake an activity.
- Provides single-point access to all company activities, data, records and communication for each user requiring it.
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"The INSYTE Active Desktop provides us with a single personalized and secure environment from which our activities, collaboration, processes and workflows are managed". Brend Johnston, Arrow Voice & Data
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