360-Degree Customer View
InfoServ’s customer profiles support 360-Degree Customer View. It combines in a single screen all your customer related data - contact details, products purchased, documents, phone calls, invoices sent, sent and received e-mails, web chat transcripts, filled-in communication forms, related meetings and tasks etc. The customer profile can contain information about types of products purchased, yearly company revenue, up-sale and cross-sale options, info about past communication - meetings, calls, e-mails, offers, deals, signed contracts, etc. With a 360-degree view at hand Marketing managers can maximize their customers’ experience while making the interaction as effective and efficient as possible. It allows Marketing managers to personalize their communication with clients. All client-related information combined with InfoServ CRM’s reporting features are a powerful tool in the hands on Marketing managers allowing them to fine-tune their marketing strategies to the different customer needs.