January 2011

Ticoon recently launched it’s new Sales & Service Desktop. The desktop is designed to support firms, dealers, branches and advisors operating using a team approach

The sales & service desktop enables organizations to drive and manage sales & service initiatives & opportunities to both internal resources & 3rd party individuals or organizations to help deliver solutions for all of the clients needs.

  • Establish a business network to help serve all of the client’s needs
  • Assign referrals to preferred business partners
  • Track the referral and report on the status Workflow to manage clients through the sales process
  • Sales pipeline & management reporting
  • Sales managers can utilize reporting to coach advisors to improve service levels and closing ratios

To learn more: contact us at infoatticoondotcom or request a demo.

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