Understand who your clients are, what information they’re looking for, and how they want to communicate. With comprehensive meeting, event, and contact reports, you get actionable data that will make every connection with your clients more meaningful.
Track total meetings by topic, type, and source so you can understand what topics drive attendance, how your clients want to communicate, and what channels influence registratio
Your dashboard provides real-time information to help you create quick responses and tailor communications to what clients are viewing, downloading, and attending.
Turn interactions, topic trends, and attendance metrics into actionable insights. Roll up data and analytics across your organization to effectively measure the ROI of your relationships and the value meetings are creating.
Fugent’s insight platform makes it easy to gain a detailed understanding of your clients, firms, and prospects and their direct activity with your organization.
Use your real-time dashboard to compare active contacts vs.total contacts in your territory so you can dig deeper into the client base.
Search individual contact profiles and see historic engagements and top tags. These insights will help you understand how they’re connecting with you and what content they’re interested in.
There’s no need to use multiple services to collect data first hand. With Fugent, you can generate inbound requests for sales assistance through custom forms and use surveys to measure sentiment and client interest levels. These capabilities give you qualitative insight into your clients and their preferences.
Create standard tags for campaigns, products, and value-add topics so you can measure what your clients are responding to across channels. This allows for easy client segmentation to create better campaign targeting and more relevant account nurturing.
Use Fugent to supplement your Salesforce records, adding detailed insights that track interactions and preferences. Insights tracked within Fugent automatically sync into your Salesforce record—no manual entry required.