Centralized Management:
Unified Platform Access: Access customer information and partner integrations (e.g., Facebook, LINE, ChatGPT) from a single interface. Lead Aggregation: Consolidate leads from various sources for easier management, including lead assignment and prioritization.
Customer 360:
Complete Customer Profiles: View comprehensive customer profiles on a single page. Streamlined Sales Process: Close sales and engage in real-time chat within one platform. Lead Tracking: Ensure compliance by tracking leads and managing consent.
Visualization:
Sales Dashboards: Monitor overall sales, individual performance, and task management through detailed dashboards. Performance Insights: Analyze historical data for valuable sales insights and optimize team performance. Task Management: Organize tasks and build hierarchical structures for better data permission control.
Compliance:
Consent/Agreement Management: Ensure data privacy and compliance with robust consent management features.
User Management:
Account and Data Permission Management: Control user accounts and data permissions effectively.
Relationship-Driven CRM with Data-Driven Personalization: Focused on enhancing customer relationships, the CRM module uses tailored communication and data insights to track customer behaviors, segment audiences, and deliver personalized experiences that drive loyalty and satisfaction.
Manages customer and support chat interactions.
Manages customer consent for various services and data sharing.
Displays a summary of customer-related information.
Tracks and manages sales leads.
Oversees sales opportunities and related activities.
Manages tasks and to-dos across various processes.