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No. | Proposer | Date | Page/Feature/Panel/Tab | Description | To Progress | Phase | ||||||||||||||||
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01 | 11/01/23 | Your year in review | We want to show value in using the CRM product. Can the CRM system produce broker specific stats (eg. Total number of mortgages completed/not completed, Best sales person, hours saved/active etc). Provide some ‘social reward’ and gamefify with 'Top X % broker firm. Could we anonymise collective stats from all broker firms so firms can see how they stand/rank against the average? Use as opportunity to upsell/cross sell other services. eg Did you know you could increase revenue by using pFMS etc. Use as a simple feedback mechanism to feed marketing comms ie Whats your 2023 goal? simple multiple choice answer. See example from Vitality
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