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features
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support

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Description

Establish a robust and efficient commercial tracking system that captures all relevant information about both existing and prospective customers. The core objective is to enhance your business growth through the establishment of more effective communication pathways. Utilizing GeoCRM, you can log calls, meetings, emails, and other customer interactions, ensuring you maintain a high standard of service. This platform is versatile, adapting to various industries and crafting tailored strategies for different customer types, thereby enhancing productivity by aligning with your specific business needs. Monitor every touchpoint with customers across diverse channels and departments within your organization. Categorize your clientele based on their current value and potential future worth to refine your marketing initiatives. Additionally, by mapping the geographical locations of your customers alongside the nearest service points, you can identify market areas that remain untapped, allowing for strategic expansion opportunities. Ultimately, this comprehensive approach not only streamlines customer management but also positions your business for sustained growth and success.

Description

Rather than focusing on broad, outbound offers, engage in tailored, one-on-one marketing during your interactions with existing customers. Pega’s next-best-action methodology assesses various factors such as sales, service, risk, retention, and operational priorities in real-time to refine your communications. This empowers marketers to distinguish customers who exhibit potential for growth more effectively. By implementing Pega’s next-best-action strategies, you ensure that each customer receives the most appropriate action designed to increase your bank’s share of wallet. However, successful next-best-action strategies hinge on more than just internal customer data and transaction histories. The integration of real-time data from prevalent platforms like Hadoop, Cassandra, and Equifax allows you to enhance your strategies and gain a more comprehensive understanding of each customer. Consequently, this enriched data stream significantly improves your ability to make informed decisions in customer engagement.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AWS Marketplace
Aprimo
YouTube

Integrations

AWS Marketplace
Aprimo
YouTube

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Geobis

Country

United States

Website

www.geobis.com/crm/

Vendor Details

Company Name

Pegasystems

Founded

1983

Country

United States

Website

www.pega.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Social Media Advertising

Ad Buying
Ad Creation
Bulk Advertising
Campaign Management
Collaboration Tools
Comment / Reply Moderation
Digital Asset Management
Reporting / Analytics
Retargeting
Roles / Permissions

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