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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
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