Challenge
Lack of visibility and coordination among RIA team members serving shared clients, leading to duplicated efforts and communication gaps.
Solution
Implement Salesforce Chatter and team collaboration features with shared account teams, task delegation, and communication logging for coordinated service delivery.
Key Outcomes
- Enhanced team collaboration and coordination
- Shared visibility into client interactions
- Eliminated duplicate efforts
- Improved service consistency
Tags
collaborationteam-serviceriaschattercoordination
Implementation Timeline
4-6 weeks
Low Complexity