RELATIONSHIP MANAGER

Datava’s Relationship Manager ensures consistent implementation of your onboarding process and allows management to hold employees accountable for the customer experience.

Employees are provided with a daily list of tasks. Prospect and customer emails and letters are quickly and efficiently generated at the prescribed time. Managers get real-time updates on employee and department performance.

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Automated Scheduling

Ensure every prospect and customer receives follow-up with automated scheduling that syncs with employee calendars and sends reminders.

Dashboards

Improve employee productivity with easy-to-understand dashboards, automated task lists, follow-up scheduling, and collaborative customer management.

Closed Account Alerts

Reduce lost customers with closed account alerts. These alerts allow employees to proactively reach out to customers before the relationship is lost.

Data Syncing

With customer profile syncing, analyze when new customers are opening additional accounts, using your product, and/or other major retention events.

Managerial Notifications

Managers are always “in the loop” with automated alerts for missed/late tasks, managerial preview of employee schedules, and real-time insight into pipeline and onboarding progress for each prospect and customer.

Next Best Product Prompts

Anticipate customer needs during the onboarding process with next-best product prompts.
ONBOARDING DASHBOARD
At a glance, assess onboarding effectiveness and identify at-risk accounts. Facilitate prospect pipeline management, analyze campaign effectiveness, and incorporate employee engagement.