Create a unified profile of the customer to be accessed by any user easily and containing all relevant information.
Manage complex sales projects.
Improve the overall performance of the customer support department.
Offer improved customer experience in store and after sales.
Improve mobility for field services employees (sales executives and technicians).
Unified customer profile
Demographics data, behavioural data, transactional data / full activities history.
Cross selling and up-selling opportunities, prospect customers different journeys, automated marketing campaigns.
Opportunity management, workflows, approval processes, project management, full pipeline reporting.
Detailed past activities history, SLA information, automated case assignment.
Full contract details, reminders for close expiration dates, e-signature.
Integration with back office systems
ERP system, e-commerce platform.
Enhancing decision making with latest loyalty trends and best practices, potential limitations, preferable characteristics and reward types based on profit and company’s strategy.
Defining the loyalty scheme characteristics and setting the metrics on topics such as awarded points ratio, loyalty tiers/levels and overall performance indicators.
Designing registration, reward and redemption processes by optimising the existing IT infrastructure by leveraging existing technologies and ensuring seamless integration.
Projecting ROI based on industry–focused ROI patterns and models that include financial data and realistic assumptions on how to effectively influence the consumer behaviour.
Defining company’s and customer’s objectives, both qualitative and quantitative on mission statement, objectives, requirements, fundamental KPIs and time planning.