Jamie Vinson and her team at J&J Financial Management Inc. use MessageDesk to reduce their phone time and get fast responses from clients, especially during the tax season when things get busy.
We recently sat down with Jamie to get her story and to better understand what kind of results she and her team are seeing with MessageDesk.
In her own words: "MessageDesk freed up our time and allowed us to get our clients to talk back with us to provide information... (MessageDesk) created a better relationship with a good, many of our clients whom we might not have been able to connect with."
Some other key takeaways:
Time Savings: Jamie estimates that MessageDesk saves her several hours each day. During tax season, Jamie reduced the need for lengthy phone calls with clients.
Improved Client Relationships: By offering a preferred communication channel, Jamie’s clients feel more engaged and are more responsive, enhancing overall satisfaction.
Operational Efficiency: The integration with Jamie’s existing tools streamlined her processes, making it easier for the team to manage tasks and client communication without significant training or onboarding.
Read Jamie's full story here on our website: https://lnkd.in/gdTz-wCK