Transform your customer interactions with our cutting-edge analytical CRM software. Dive deep into the analytical aspects of CRM with our state-of-the-art modules—dashboarding, Customer 360, AI-powered sales, and portfolio management—each designed to uncover hidden information from your data. Gain profound customer insights and harness the power of knowledge to elevate your customer engagement. Experience seamless integration, unparalleled insights, and next-level customer understanding. Unlock the full potential of your business with our exceptional CRM solution.
This module, as part of INSITECRM, integrates predictive models using machine learning to support various purposes, such as targeting within Campaign Management, analysing customer segments, and displaying additional parameters on Customer 360. It also includes Next Best Offer functionality that automatically creates sales offers and determines whether sales or customer care activities should be pursued, ensuring a seamless and relevant customer experience.
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Primary function of this module is to gather, aggregate and display all relevant customer related data and KPIs in a fast, simple, transparent and interactive way to a business user. It heavily relies on all data in Core Database and focuses on conversion of raw data into information that is relevant and actionable, which can result in clear answers and quick actions to follow.
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Get to know all the aspects of your customers. Contracts, balances, financial indicators and their trends, customer’s risk indicators and their trends, pending tasks, appointments or campaigns, complaints, customer preferences or additional customer info … It’s all under your fingertips in Customer 360 Module. You won’t miss a single opportunity to make a qualified interaction with your customer.
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If your service model is based on relationship managers being responsible for their portfolios of customers, our Customer Portfolio Manager can help you in that process. You’ll have insight into each relationship manager’s customer portfolio statistics, KPIs, calendar appointments, pending tasks and interaction drivers.
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Quality of our solution has been daily checked by largest European banking members and retail companies. We are not afraid to answer the most difficult topics from Retailing, Insurance or Banking. If it is not standard, fine. Our problem solving capabilities are waiting for your challenges.
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