A strong relationship with clients gives a solid backbone to your business. Your field executives selling financial products to customers are the frontline representatives of the company. They represent you and your organization when they visit customers. Hence, they are the people who help you to build client relations. But have you ever thought about what will happen if you cannot track what your field staff are doing? Well, if that happens then coordination with
As an enterprise selling financial products or services, you have likely employed many people who work in the field to sell your products or services to customers. These are the people who visit door to door and bring customers. They try to persuade customers through sales presentations. So, you must teach them how they should present themselves and your product Infront of clients. Sometimes, there is a need to communicate with your field staff so
