CRM Capabilities

Comprehensive Customer View

Improve Data Analysis and Segmentation through Our Client Relationship Modelling Functionality
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Client Relationship Modelling

Improve Data Analysis and Segmentation through Our Client Relationship Modelling Functionality
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Guided Account Planning

Streamlining the Client Account Planning Processes to Put Focus on Client Satisfaction
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Opportunity & Pipeline Management

Drive Efficiency and Collaboration through Our Opportunity and Pipeline Management Feature
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Call Reporting

Drive Efficiency via Robust Call Reporting and Interaction Journals
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Insights

Provide Insights to Improve Your Client’s Buying Journey
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Microsoft Office Connector

Stay Connected and Organized via Our Microsoft Office Connector
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G Suite Connector

Stay in Sync with Your Key Contacts through Our G Suite Synchronization Capabilities
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