The 360º Customer View
In a Client’s File you can find all data related to the Client. Contact details, information about Sales and Sales Opportunities linked to him, notes and a complete history of contact service.
You don't only see what your customer bought from you, but, above all, what else he can buy!
THE CLIENT FILE
Fast activities
A Client File in not only the place to collect and edit data. This is the place where you can swiftly add new Sales or Sales Opportunities.
The Client File
Quickly add a task, event, notification or even send an email.
As you plan a financial and investment decisions with a Client it’s wrighting them down in his File. All the data you enter will appear in your Calendar and, as a result, you’ll get a notification in a right time.
CLIENT FILE
A complete history of customer service
All the activities linked to a client – both elapsed and planned ones – collected in one place (event timeline).
CLIENT FILE
Prepare an analysis of customer's needs in accordance with IDD requirements
An Analyzation of Customer’s Needs is one of legal requirements. In Berg System you won’t just fulfill an IDD’s requirement, but you would also use pieces of information you own to offer your Client another products.
CLIENT FILE
Collect all attachments in one place
Skans of documents and policies in the System are always linked to a relevant client.
No more searching through binders, files on a hard drive or e-mails.
CLIENT FILE
Take over others' products and win back Clients
Every man makes more than 100 financial and investment decisions in ones entire life. We what sort of needs each client has when a product comes to its termination, we can contact him at the best moment and offer an adequate deal.
It operates on all sorts of products
The System operates with all insurance, financial and investment products.
Full flexibility in setup
Add your own fields and forms
Filled fields validation
Require filling in blanks
Comprehensive settings processes
Business processes and sales funnels created flexibly
GDPR & Security
GDPR compliance. Security level comparable to a banking systems’ one.
Access from any device
Access from any device
Different access permission for each employee
Different access permission for each employee
Integrations
Integration with tools you already use!
See how Berg System's implementation helped our customers to improve their sales
