Remember the important details

Seamless note-taking

Building trust starts with remembering the details that matter to your account holders. Whether it’s a birthday, anniversary, or milestone event like a child’s graduation, these personal touches play a significant role in strengthening your account holder relationships. To help you scale this level of personal connection, the Lynq platform includes a built-in CRM service that makes it easy to:

• Take detailed notes: Capture comprehensive information about your account holders, from their preferences and interactions to key milestones like birthdays and anniversaries
  
  
• Share notes with colleagues: Collaborate seamlessly with other internal staff by sharing notes about account holder conversations. This ensures that everyone involved has access to the same valuable context, enabling more informed, consistent, and personal interactions
  
  
• Track next best actions: Stay proactive by tracking the next best actions for each account holder. Whether it’s scheduling a follow-up, recommending a product, or preparing for an upcoming milestone, you can easily assign and monitor tasks to ensure nothing falls through the cracks
  
  
• Schedule follow-ups and reminders: Set up automatic reminders and follow-up tasks so you never miss an opportunity to stay connected with your account holders. This not only helps maintain a high level of service but also ensures that each account holder feels valued and prioritized

Notes and comments are persistently linked to the account holder conversation within the Lynq platform, allowing you to quickly remind yourself about what makes this particular account holder special. This kind of personal attention demonstrates a deep understanding of their needs and fosters a sense of trust.

In addition to functioning as an independent CRM system, Lynq integrates seamlessly with most existing CRM platforms. This means you can not only synchronize notes and reminders, but also present service and product recommendations, ensuring a cohesive view of your account holder relationships.