DataVerity’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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At a glance, assess onboarding effectiveness and identify at-risk accounts. Facilitate prospect pipeline management, analyze campaign effectiveness, and incorporate employee engagement.