"Which clients should be handed over to sales representatives?"
If you want to know which conversations offer new business leads and, conversely, where there is a risk of losing a client, use the Sales Radar display mode. This will give you a clear overview of conversations that may require urgent action.
- Below the Leads graph, you will find conversations that show sales potential and where it is therefore appropriate to get a sales representative involved.
- In the Churn graph you will find conversations in which the client has expressed their intention to terminate the contract, cancel orders, or otherwise end their cooperation with you.
Both tabs list cases sorted by severity, with a summary and recommendation for each one, so you know not only who to hand over, but also why, and what to say when you reach out.