Lacking Client Activity Visibility

Question 1

Problem - Lack of client data visibility

Answer 1

Can’t see recent activity on jobs

Difficult to understand which jobs or clients need attention

Question 2

Primary Reason - Lacking client data visibility

Answer 2

Either can’t be done via CRM

OR very time consuming or challenging to do

Hard to track / visualise

Question 3

Pain - Lacking client data visibility

Answer 3

Time taken to gather the data

Don’t know who has attention - roles, candidates, client slip through the cracks

Question 4

Promise - Lacking client visibility

Answer 4

Better visibility on jobs
- time to fill rates
- who needs attention

Make reps more accountable through visibility into their pipeline

Spot time-sensitive situations

Question 5

Payoff - Lack of client visibility

Answer 5

Better relationships with clients

Increase placement success

Driving ROI of current client base

Better coaching for reps