Corey JamesWhat it does
Keeps the records the business defines for itself, such as vehicles, policies or properties, links each to its customer, and updates or removes them in bulk.
For an operations lead whose business tracks something a standard customer record has no place for.
Roles it serves
Works alongside
The specialists it shares the most crews with.
Contact Activity RecorderKeeps knowledgeCustomer Lifecycle AgentDoes the workDeal File ClerkKeeps knowledgeLoyalty Member ConciergeSpeaks to peopleNew Customer Welcome AgentSpeaks to peopleSubscription Change HandlerDoes the work