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CRM (Customer Service (Event log & Triggers (Product Inquiry (leads),…
CRM
Customer Service
Case Management
complain
Request
Enquiry
Complete 360 degree view of customer information
Contact Information
Addresses
Phone
Email
Category & Profile
Demography
Segmentation
Customer Account Information
Customer on boarding
Treatment logs
Plan/product
Automated routing and queuing
Auto-response
Email management
Service scheduling
Lapsed Reminder
Persona
Birthday
Family birthday
Death
condolences
First school (endowment)
Searchable knowledge base
Service contracts
Event log & Triggers
On Boarding
Claim
Complaint
Product Inquiry
leads
Sales
Sales Process Management
Opportunity Management
Pipeline optimization
Quotes
Order management
Sales force management
Sales literature
Direct Email
Marketing
Campaign Management
Marketing list management
List segmentation
Campaign execution
Campaign execution
Marketing reporting (track marketing information from response through the sales cycle)