About SVConnect
全港首個保險理財客戶關係管理應用程式 — 宏星集團 SV CONNECT
透過不同方式來管理你的客戶、行程及事件。
簡易標籤系統,有效地記錄客戶或朋友的職業、喜好、以至關係網絡。
不同類型的提示清單助你記錄日常大小事務及行程,並作適時提醒及查詢。
主要功能包括:
自動匯入手機聯絡人及 Facebook 好友資料;
內置生肖及星座性格,助你更有效了解你的客戶;
全新設計的職業、喜好及關係網絡標籤功能;
創新時間線客戶溝通面談模式,並設有錄音備忘錄以供選擇;
重要事項跟進及面談或活動提醒功能。 Hong Kong's first financial insurance customer relationship management applications - Acer Group SV CONNECT
Through different ways to manage your clients, travel and events.
Simple labeling system, effectively recording career clients or friends, preferences, as well as the relationship between networks.
Different types of tips to help you record the daily list size of the transaction and the itinerary, and make timely reminders and inquiries.
Key features include:
Automatic import phone contacts and Facebook friends information;
Built zodiac and horoscope personality, to help you better understand your customers;
The new design career, preferences and network of relationships tagging;
Innovation timeline customer communication interview mode, and a recording memo for selection;
Important follow-up interviews or events and alerts.