Developed a client ‘360 View’ based on advisory board feedback to enable team members to quickly come up to speed on existing client, pick up from last interaction and enable a seamless client interaction that ‘picks up where we left off’
Poll indicating the importance of a 360 client view
Low-res mockup used for idea generation
Phase 1 of the Client 360 view is in production
Enhanced the review and contact history to establish dynamic meeting events to minimize rework and improve team and client logistics
Established historical field capture to streamline branch and Salesforce management reporting
Ability to track fields that have changed within the person account in Salesforce
Report which tracks changes within all accounts within Salesforce
