YOU HAVE A CRM - USE IT!
CAN YOU IMPLEMENT A CLIENT FEEDBACK QUESTIONNAIRE PROCESS IN XPLAN?

 

The short answer is 'Yes'.  XPLAN provides a secure and elegant mechanism for capturing client feedback which could be completely automated by incorporating same into your 'Annual Review' process. A key benefit of this approach is that all client information can be now be utilised when undertaking activities such as data mining.  

CLIENT FEEDBACK QUESTIONNAIRE 'DEMO'