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Customer Profile |
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See a complete customer profile including profit information at the customer and household levels, marketing information, cross sale information, and retention risk predictors all in one view.
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Household Profile |
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Easily determine the household composition
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Customer Promotion Details |
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Details of any marketing programs are immediately available to your front line, right down to the marketing pieces sent.
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| Title: |
Customer Comments |
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A complete history of interactions between a customer and any employee is easily seen. New comments can quickly be added and status can easily be updated in "real time".
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| Title: |
Entering a Referral |
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Entering a referral is simple for every employee. No need to re-enter already known information like name and contact. Just select an opportunity from the drop down and enter any needed comments.
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My Assignments |
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Each employee knows exactly which customers or prospects to contact each day using the "My Assignments" view.
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| Title: |
360 View of the Customer |
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See a complete view of a customer, including individual and household balances, alerts and referrals, profitability, cross-sell recommendations and retention risk.
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