The client was doing well – business was great – and yet – they started seeing seams cracking. As more clients came on board, the sales reps were often stuck following up with new account setup and client service inquiries.

This started discouraging sales reps from getting new clients on board, and causing a lot of tension between the client services department and the salesforce.

The management team found Finch CRM solutions and started building out aa workflow to streamline the bridge between these 2 departments. A clear sales flow was outlined, and once the sales rep closed the lead, client services was alerted and client was onboard.

The sales team was confident new clients were services promptly and professional, plus they had more time to get new accounts.

Don’t let the tension build between your sales and clients services department on new client onboarding. Let Fintech CRM solutions setup your workflow and use the power of software and automations to grow your business. Request a free analysis today.