» Community Health Education
» Services Outreach/Promotion
» Financial Donor Management
» Academic Institutions
» Patient Information Management (Pre/Post Admission Communication)
» Pre-Authorizations / Eligibility
» Referrals (Home Health, Nursing Home / Assisted Living, Physical Therapy / Occupational Therapy)
» Chronic Disease Management (Diabetes, Cardiovascular)
» Clinical Trial Management
While manufacturers have traditionally focused on gaining market share or overtaking competitors through operational efficiencies, they now realize that cutting production costs alone won’t boost desired profitability. It takes savvy marketing, sales and service efforts, including engaging customers throughout the sales process and tracking the results at every step along the way.
» Automate assignments based on geography, organizational division, product specialty, etc.
» Identify and assign appropriate team member or members to customer account.
» Understand customer relationships such as subsidiaries, partners/distributors, and associations.
» Retain and access relationship information a prospect or customer has with other organizations to construct rewarding relationships in sales and customer relationships.
» Indicate threshold levels for discounting by percentage and manage pricing breaks and volume discounts.
» Manage multiple pricing options to ensure quotes are accurate, complete, competitive, and valid.
» Catalog sizes / specifications for products in an online reference library.
» Create multi-tiered product hierarchies.
Identify, manage, and track relationships between households, clients, and prospects. CRM systems for financial advisors offer a holistic 360° view of all client and household assets and liabilities, as well as financial and insurance product details.
Track, manage, and plan all activities between your firm and your clients. Automated workflows remind advisors and supporting staff of review meetings and tasks.
Plan client appreciation luncheons and educational seminars on retirement planning, college savings, and estate planning. Track responses and subsequent opportunities to understand real ROI of your events.
Manage onboarding paperwork and KYC/AML compliance with seamless document system integration. Centralize prospectuses, investment proposals, financial planning hypos, and research reports.
Recruit the right students, increase yield, and boost recruiter productivity and performance.
Build enduring Alumni Relationships and optimise alumni lifetime value.
Students, alumni, and parents expect their communications with institutions to be effortless. CRM connects every touch point, places students at the center of everything, and drives breakthrough performance across the student life cycle.
Gain a 360-degree view of students, and engage them on their preferred device.
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