Product Features
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CRM
Gain a 360-degree view of your constituents
Customer Relationship Management
- Manage the entire lead-to-cash cycle with a single unified set of tools.
- Better manage and cultivate important relationships with a 360-view of all constituents.
- Create target segments for highly focused, personalized upsell and cross-sell campaigns and promotions.
- Identify and target prospects for highly focused, personalized campaigns, promotions and communications.
- Establish customized workflows and processes to match the needs of your organization.
- Track all actions, from intake to closure.
Business Impact
Improve Customer Relationships
A true 360-degree view of the customer, including sales, support cases and financial transactions.
Efficient Accounts Management
Create a holistic view of all accounts and their contacts with related activities in a single view.
Improve Marketing Effectives and ROI
Make more educated decisions about your marketing spend—targeting highest return avenues and donor segments.
