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features
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support

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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.

Description

Understand who your customers are to enhance your processes aimed at retaining them, meeting their needs, and boosting their satisfaction levels. Explore our system solution tailored for your enterprise, as our shared goal is to ensure customer contentment. This tool proves to be remarkably efficient for managing both sales and marketing initiatives. Expand your business by implementing truly impactful marketing strategies and preparing for future growth opportunities. Streamline your internal operations by centralizing them effectively. Group customers into similar categories for targeted outreach. Utilize your CRM effortlessly for marketing purposes, with no additional applications needed! Access all necessary information conveniently through your web browser. Enjoy a single platform for data management, with centralized storage that minimizes complications with GDPR compliance. Keep in mind that a sales representative's information needs differ from those of an account manager, so customize your CRM to suit your team's specific roles! Gain immediate insights into your sales team’s performance through well-structured reporting tools. Ultimately, this system not only fosters a better understanding of your clients but also creates a stronger connection between your business and its customers.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AWS Marketplace
Aprimo

Integrations

AWS Marketplace
Aprimo

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$7 per month
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

Pegasystems

Founded

1983

Country

United States

Website

www.pega.com

Vendor Details

Company Name

Sprinx Systems

Founded

1996

Country

United States

Website

www.sprinx.com/crm-business-systems

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

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

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