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52 votes
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5 votes
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Dave
commented
This critical path to hold our locations, sales team and district managers accountable for for client communications. It is the best way for us to know if these individuals are taking proactive steps (doing their job) to be client centric and it allows us to know which users are doing it vs not so we can see if they are doing a good job (reward them, give them a next opportunity) or if they need to be replaced.
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209 votesDave
supported this idea
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This critical path key client-facing agents in our company, like the sales team, district managers and director of locations - who are doing many of their own personal SMS communications with clients. Before reaching out to a client, we want these users to be able to see what our locations have been sending via SMS to clients prior to reaching out (via call, SMS on their user profile, and/or email). Without this visibility we risk communicating unclearly and unprofessionally to our clients. Because we are caring for their dogs with can break trust, diminish value and risk us losing the client all together.