Collection of important information for accounting services
Posted: Mon Jan 20, 2025 9:01 am
To provide personalized and efficient service, it is crucial to collect detailed information about customers and their needs. This includes data such as company name and CNPJ. In addition, Digisac’s robot can be programmed to automatically collect this information during the first contact with the customer, ensuring that all necessary information is obtained quickly and accurately.
Benefits :
– Efficient data collection
– Reduction of errors in obtaining information
– Improved personalized service
Using custom fields to record information
Each customer has their own unique needs and specificities. Therefore, using custom armenia phone number library fields to record detailed information about each customer is essential to offering differentiated service. Digisac allows you to create custom fields to record relevant information about customers, such as contract details, service preferences and interaction history.
Benefits:
– Personalized customer service
– Detailed recording of relevant information
– Improvement in the quality of the service provided
Classification of contracts with tags
Accounting firms manage various types of contracts, each with its own particularities and requirements. Classifying these contracts efficiently is essential for organized management. Digisac offers tagging functionality, which allows you to classify and organize contracts according to different criteria, making it easier to search for and manage contracts.
Benefits :
– Efficient data collection
– Reduction of errors in obtaining information
– Improved personalized service
Using custom fields to record information
Each customer has their own unique needs and specificities. Therefore, using custom armenia phone number library fields to record detailed information about each customer is essential to offering differentiated service. Digisac allows you to create custom fields to record relevant information about customers, such as contract details, service preferences and interaction history.
Benefits:
– Personalized customer service
– Detailed recording of relevant information
– Improvement in the quality of the service provided
Classification of contracts with tags
Accounting firms manage various types of contracts, each with its own particularities and requirements. Classifying these contracts efficiently is essential for organized management. Digisac offers tagging functionality, which allows you to classify and organize contracts according to different criteria, making it easier to search for and manage contracts.