Managing years' worth of contact information in your CRM is no easy task...
For this reason, the Vega chat allows you to retrieve comprehensive information about your contacts, including both clients and prospects.
Personal, professional, and financial knowledge about your contacts, along with notes, meetings, emails, and tasks, can all be recalled by Vega through a single query, allowing you to stay informed with minimal effort.
Staying updated on a client or prospect should never take more than 30 seconds, and Vega has made it possible for you.
This tool puts all valuable information at your fingertips, allowing you to provide personalized and informed advice to your clients.
How far back can Vega go to provide you with a tailored information summary about your client? You are in charge: it can be since the creation of the contact in your CRM 15 years ago, their personal info year-to-date, or just notes from the last meeting with them.
Here are some prompts that Vega aced at retrieving contact details for users recently:
✨ What did the Joneses tell me about their travel plans again? *response included in the illustration below*
✨ I'm going to meet with my client Celine Dion in 30 minutes. I'm kinda lost. Help me get up to speed with her.
✨ Get contact details for Tom Everson.
✨ Give me a recap of my interactions with the Bouchieres this year.
