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Identify unhappy customers

Identify which customers are happy and which ones are ‘at risk’ at-a-glance. Use cases and reports to manage issues to a successful conclusion.

Workbooks gives you MORE.

More granularity.
More control.
More retention.

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Retain more customers and get far greater control over your business with Workbooks:

  • Forecast more accurately and plan accordingly with more granularity about the risks in your customer base
  • See your at-risk accounts at-a-glance by assigning Red, Amber and Green (RAG) statuses to customers
  • Make a mitigation plan with more detailed information on specific issues
  • Manage customer issues to a successful conclusion using cases and reports
  • Adapt customer account management processes by identifying common issues across accounts
  • Predict revenues and plan staffing levels and procurement needs with an accurate, real-time view of customer retention

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