NoledgeLoss automates the process of preserving customer knowledge inside the CRM and optimizes how it's utilized, leading to improved retention, higher revenues, and proactive relationship management.
With a single click, NoledgeLoss generates designated booklets within the CRM, incorporating all relevant knowledge required to excel in various tasks, such as:
Customer meetings
Account handovers
QBR planning
NoledgeLoss seamlessly integrates with your CRM, automatically saving communication data in the correct fields while providing a clear timeline view of customer interactions, enhancing collaboration and improving efficiency.
NoledgeLoss integrates with all communication applications, capturing and automatically processing customer interactions, ensuring a holistic view of communication data stored within the CRM.
NoledgeLoss tracks and consolidates follow-up emails sent to customers via Gmail, effortlessly organizing them within the CRM's timeline, enabling easy reference and a comprehensive view of email interactions.
NoledgeLoss automatically processes video conference transcripts, generating concise summaries, actionable action items, risk and opportunity identification, product feedback, and important numbers for streamlined knowledge utilization.