IXACT Contact has announced the launch of the Keep in Touch Coach widget, an added feature in IXACT’s Keep in Touch system. The dashboard widget automatically tells agents which contacts to reach out to next based on each contact’s “Status,” and the Keep in Touch frequency set for each Status.
When it’s time to reach out to a contact, the Coach will present a “Contact Card” that includes all of the contact’s most important relationship information right at an agent’s fingertips, including their Status, Prospect Type, assigned Groups, Last Prospecting Activity, Last Note, phone numbers and email address. If an agent wants to open the full Contact Profile, they can simply click the contact’s name.
Agents can also filter by a selected Status if they want to focus only on contacts in that Status. They can “Action” each contact by entering a Prospecting Activity, updating their Status, or they can “Snooze” the contact in order to have them reappear in a selected number of days. The Coach automatically resets a contact’s Keep in Touch frequency each time an agent enters a Prospecting Activity.
To turn on Keep in Touch Coach, agents can go to the new Keep in Touch tab under their User Profile, select the box to turn on the Coach, and make any desired changes to the Keep in Touch Frequency for each Status below. IXACT Contact has pre-loaded a recommended frequency for each Status, but agents are free to customize these based on their own preferences.
The Keep in Touch Coach feature has also been added to IXACT Contact’s Mobile app, so an agent can reach out to the right contacts at the right time from anywhere.Â
For more information, please visit www.ixactcontact.com. Â
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