Relationship management services

Relationship management services are designed to meet all of your vertical specific CRM needs for sales, service, and marketing. From a sales perspective, the services help to enhance client loyalty with service level management and drive sales with opportunity management. For client service, the platform helps advisors, bankers and agents close cases quickly to increase customer satisfaction. The relationship management services also help advance prospects with lead and campaign management.

This section includes the following:

• Core client relationship management (finance) — Deep industry-specific customer management functionality
  • Contact Management technical overview
  • Activity Management technical overview
  • Opportunity Management technical overview
  • Service Request technical overview