BeeCastle can help you uncover issues, offer new solutions and strengthen the relationships with your customers today.
Being able to visually see the status and health of all my relationships has really changed the way I connect with customers and vendors. BeeCastle makes me more strategic about who I approach. As a result, I'm retaining previously slipping customers as well as keeping top of mind for my high value clients.
Use AI powered prompts to ensure newly onboarded clients are “feeling the love” from the team and that self sufficient customers aren’t left in the dark.
Who should you reach out to next?
Have you sent a thank you to a key referrer?
Are you sufficiently engaged with the decision maker in a key account?
Have complete visibility into how your team is engaged with your customer base and easily identify accounts that may be slipping due to lack of engagement.
Have productive conversations with your team around customer engagement and identify at-risk accounts.
Create cross team visibility by generating weekly reports based on the teams email’s and meeting's.
Easily add notes and rate meetings directly from your Outlook inbox. Share important context with your team without leaving Outlook.
Continue to work where you spend 90% of your time with our Outlook and Teams Add-ins to easily add new contacts and manage dashboards.
Automatically log every inbound and outbound phone call from Teams and capture your calls with customers.
Let’s create a proof of concept together, here’s how we’ll help:
Understand how you currently manage your customers and what outcomes you’d like to achieve
Build a demo account with your pre-defined fields using dummy data
Sync your Microsoft 365 accounts and give you real insight to your relationships from the past 6 months
Feedback and tweaks for your customised set up
Proven reports based on improvement of customer engagement over POC time period