Professional services
A 200 person accounting and advisory firm
- The situation
- Client calls happen on mobiles and in Teams, so little of what was said reaches the file.
- What they use
- CRM logging with Smart-Open, transcripts and summaries, extended retention, and Teams users in the same queues.
- What changes
- Every client call lands on the file with a summary, and the record is there when a client disputes what was agreed.