We get customer enquiries in lots of different ways from both current clients wanting more services, and potential new clients. And those enquiries can go to lots of different people in lots of different roles at Sunnyfield. This makes it hard to always know what services are in the most demand.
With Compass, client enquiries will be easy to enter in the system for anyone at Sunnyfield. And the enquiry will be linked to the onboarding processes. And that will be linked to the client file. Everything entered once in one place.
Compass will give us more time and better information to create stronger relationships with clients and customers.