Customer Information Management

 

Business Goals

  • Reduced time spent by sales staff searching for required information

  • Increased sales call effectiveness

 

Customer information management and sales force automation software are used to manage sales lifecycle information, but these systems typically provide only transactional data. Sales representatives also require access to the large volume of unstructured information associated with specific clients, such as email, instant messages, phone conversations and status reports.

Open Text Customer Information Management delivers this functionality with the following components:

Supplemented by Business Content (e.g., predefined workflows) to give you a head-start in configuring workstreams and processes, Consulting Services, Training and Support tailored to meet your requirements.

 
 

Key Performance Indicators

Increased revenue per representative

Increased market share

 

 

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