In late 2021, Wilkinson Partnership’s CSM organised in-person training to help sales and admin staff gain a better understanding of AgencyCloud’s reporting functionality, enabling them to focus on maximising business opportunities.
“We have a great relationship with our Reapit Customer Success Manager (CSM). In late 2021, we spoke to our CSM as we recognised the need for training and a refresher for our sales and admin staff. The face-to-face sessions that were run enabled all our staff to get a much fuller understanding of the reporting functionality within AgencyCloud and guidance on managing our data in the system. Meaning that, as the CEO of our firm, I am getting the best use of the software and in turn, my team members have been able to save on average 4 hours of time each per month.
We are now maximising business opportunities and leads, and my staff are far more on top of their workloads and can access information swiftly and accurately. The relationship we have with our Reapit CSM helps us to stay well ahead of our competitors.”
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