Beyond Client Information Management

At the basic level, 8thManage CRM provides for the repository and retrieval of client contact information including organization chart, detailed personal information on key contacts, financial status information of the customer and references. In the event the standard repository is not adequate, one could define additional client information repository for special interests (industry-specific, business specific and company-specific) in minutes without customization.

 

Beyond the basic level, 8thManage connects and pipes performance data from the middle office, such as revenue data, pipeline data, profit & loss data, resources availability data, from across the enterprise and beyond. Similarly, from the back office, 8thManage channels performance data such as shipments made, invoices sent and payment received, contracts and orders from clients.

 

This way, members of staff not only have « passive » contact information; they have additionally dynamic and ever-changing performance data associated with their clientsat their finger tips, in the right context that may be used to broaden and intensify the scope of service to the client under consideration. This is conducive to increasing client satisfaction and the company’s bottom line.

 

For more information, please visit our website at www.8manage.com

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