You get all the latest news about your clients, their competitors, and their industry in the Kaizan app with Client360.
This section is updated every 24 hours so you can position yourself as an expert to your clients; always ahead of the curve.
Navigate to the client page and hit the 4th tab “Client360”. Each tab in this section shares a different level of insight to your client's world.
Let's take a look at each one:
1) Client Summary
This first tab provides an overview of the client with quantitative tidbits of info - like company size, finances, and location. It summarises who they are, what they do, but also why it’s relevant to your team.
The AI understands your company’s role and shares information which is specifically related to how you company intersects with your client’s.
2) Client News
The 2nd tab pulls the latest news about your client into one place, listing news articles and updates about key stakeholders like execs or partners.
But so what?
Well, Kaizan’s AI breaks down the potential implications these developments may have on your client relationship, while offering recommendations for how to capitalise on and leverage any recent changes.
3) Competitor Activity
The next tab shares information about your client’s competitors.
It compares their performance and provides recommendations for how your client could stay ahead of the competition, so you can flaunt your deep industry knowledge and impress your clients.
It also contains a list of competitors with short summaries which you can edit.
The AI automatically pulls in a short list of competitors, but you can also add and delete companies as you see fit.
To do this, hit the grey "Add Competitor" button and enter the name of the competitor and their website domain.
4) Sector Updates
The final section covers emerging trends and changes in your client’s industry.
The AI identifies recent trends and any key insights you should share with your client.
