Relationship Management

Leverage our Robust Relationship Management Technology to Drive Revenue and Customer Experience

To equip you to track comprehensive CRM data, our Relationship Management services enables you to better service your clients. Key data points include:

• All client profile and demographic information
• The Quick Notes capability to capture and view ad hoc notes on the contact profile screen

Enhance Relationship Modeling through Comprehensive Client Data

Our robust relationship hierarchy functionality is designed to help you better understand the complex relationships between households, companies, subsidiaries, contacts, and their personal and professional spheres of influence. It can capture an unlimited number of parent-child and arbitrary relationships for a contact or a company.

To best serve your clients, it is critical to understand all of their relationships through all interactions. This functionality rolls up information as required by the user which is where the value lies.

To learn more, about the value of relationship hierarchies, please click here.

Drive Value-Added Conversations by Using Our Client Interaction Journal

To help you drive value-added conversations with your clients, we provide a client Interaction Journal which displays the entire history of the contact relationship including:

• Incident details including status, actions taken, and consequences
• Calendars with all scheduled meetings
• All relevant documents
• Phone calls, meetings, notes, call reports, emails and other interactions

And that’s not all!