Leverage Tier1 to increase efficiencies in your morning routines.
Tier1 discusses how users can leverage Tier1 to increase efficiencies in their morning routines. The morning workflow highlights the following features:
- Interest Searching - to find clients & contacts interested in the day's primary topics for discussion
- Fast & Easy Call List Creation - for individuals & coverage teams
- Setting Priority Contacts - to highlight important contacts that require extra attention & resources
- Quick Call Log - to record a fast interaction took place that does not require additional details
- Call Report Templates - for highlighting similar talking points across many client calls
- Booking Contacts Into Corporate Access Meetings - book clients into events like NDRs & Field Trips directly from calendar view