Hello fellow CBANCers,
Is anyone using any kind of automation to simplify note-taking for CRM purposes at the client/account level? I am wondering if anyone has been able to find a technological solution to ensure branch staff documents client interactions (i.e. positive/negative, exception related, etc) into CRM or even Core. This would certainly be extremely beneficial for call center staff as well as other support departments who routinely interact with clients.
Just looking to see if anyone has found a solution or is looking to implement something similar. With all the technology advancements, I wonder if a vendor has figured out a way to solve automatic documentation that would relieve a user from having to spend 10-15 minutes typing in how their conversation went with the client.
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