We understand that your business revolves around strong relationships. Recognizing and leveraging complex relationships between clients, partners, and other third parties is often the key to identifying new business opportunities. And developing deeper and more rewarding relationships with your clients can reduce client attrition. But often, your client and prospect information is not available to others, or is stored on different systems. This makes achieving your business development and retention goals even more difficult.
Support your marketing, sales, and client service efforts with one centralized system. Consolidate all your client and prospect lists within one multi-functional database. Our solution can track all the complex relationships and roles by linking contacts with multiple clients and accounts. Quickly see which clients are pleased, and which ones are deemed to be at risk. See which clients have mentioned upcoming opportunities in the past, and be ready to cultivate these opportunities with a more complete picture of their needs, wants and goals.
Ensure each and every promise your firm makes is kept, and track every client interaction for a complete experience history. Ensure frequent client contact though client service standards. Implement special and tailored services for premier clients. Enable your organization to tier all of its clients, and personalize all of your client's service by developing a client service profile specific for their needs.
Some of the packaged applications that we support include:
- ACT!
- Goldmine
- InterAction CRM
- Lotus Notes/Domino
- Microsoft CRM
- Netage DealDynamo
- Onyx
- Siebel
- SugarCRM
