Faced with rising costs, companies are raising their prices, which in turn is making their customers more demanding.
It is essential that key accounts offer their customers a premium service, combining flexibility and relevance: they must be able to make appointments at any time to suit their constraints, while benefiting from a response tailored to their specific needs. This means pre-qualifying requests and routing them to the right contact, who has the complete history to guarantee an ultra-personalized service. It's by combining adaptability, personalization and automation that companies can truly offer a top-of-the-range service. This is what Agendize is all about: improving customer relations and creating tailor-made customer paths.
Free up consultants' time and direct them towards strategic actions
For key accounts, the main challenge lies in planning advisors' time so that they can concentrate on high value-added tasks. As Clément Lejeune, Managing Director at Agendize, explains, “an appointment is generally divided into three phases: preparation, interview and follow-up”. Yet, on average, advisors spend 40% of their time on the preparatory phase, which is often devoted to administrative, regulatory or prospecting activities. By effectively planning team schedules and missions, managers can optimize the management of each advisor's time, enhancing the quality of customer exchanges and sales efficiency. “This approach enables companies to focus on what really matters: the customer relationship and the customer experience,” adds Clément Lejeune.
AI has reshuffled the cards in digital sectors
By making it possible to automate the tasks involved in managing appointments in branches and Customer Relations Centers (CRCs), AI is helping to set up these processes. “Automation, made possible by artificial intelligence, is therefore an essential lever for reducing time-consuming tasks,” emphasizes Clément Lejeune. AI not only helps reduce administrative tasks, but also produces follow-up and historical reports based on data collected during appointments. “At Agendize, our AI-related thinking focuses mainly on harnessing quantitative data to provide advisors with tools that help them schedule reminders or initiate new interactions with their customers, proactively and efficiently.”
" Digital sovereignty is a real issue, but not the only one ! "
However, the rise of AI raises significant challenges when it comes to digital data management. It is necessary to clearly define which data can be shared and which must remain strictly confidential. At the same time, social and environmental responsibility (SER) and sustainable development are now essential criteria, particularly in calls for tender issued by major corporations.
Agendize takes these issues to heart, and is actively engaged on these fronts, with a particular focus on accessibility and carbon footprint reduction. “These values are an integral part of our DNA. We are pursuing our mission to revolutionize the market by combining flexibility, efficiency and social responsibility,” concludes Clément Lejeune. Thanks to its constant development, the scalable and upgradeable platform integrates perfectly with complex infrastructures, while guaranteeing maximum data security (ISO 27001 and RGPD). To discover the full range of functions and find out more, contact one of our business and technical specialists.
