Transforming a corporation into a relationship centric enterprise from the command control information age company begins on the front lines. The tasks that customer-facing employees do minute-by-minute collectively determine if can make the journey or not.

This is where Relationship Mapping comes into play. Shortly after getting started with the the xRM Utility a qualified xRM Global Specialist will visit your office and they will track all of the tasks of the people that will be soon using the system.

Basically, we track all of the mundane tasks including phone calls, paperwork, data entry, sales reports. We also track the critically important tasks as well for the new users. This will reveal how each respective worker spends most of their time. Then we look at which of those tasks can be automated with the xRM Utility, which would in turn free up more time for that worker to do other things that matter, such as build relationships within the corporation as well as externally, and do any other tasks that involve human touch and of course require time.

So, we set out to ‘map’ out what each respective worker does every minute of the day.

Then a plan is set in quick motion to automate the routine tasks

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xRM for Insurance

xRM for Wealth Management