Socio-demographic data

Obtain a complete view of your customers. Store various information about your customer including industry, company size, geography, noteworthy events, contacts’ career history, financial information, and more. Get to know your customers better, understand their preferences and build efficient personalized communications.
Socio-demographic data

History of customers’ events

Use bpm’online marketing to track customers’ preferences and their buying behavior: website browsing, financial products used, etc. Search and segment your database in any number of ways and increase chances of transforming prospects into customers by building personalized communication strategies.
History of customers’ events

Understanding customer needs and preferences

Keep track of the changing customer needs and match them with the appropriate financial product or service. Manage the evolution of your customers’ preferences by offering them products and services that might interest them in the future. The system allows tracking changes in customer preferences, indicating the new ones.
Understanding customer needs and preferences

Communication options and preferred channels

Automatically update email addresses based on mass mail campaign results. You can track customer engagement on various channels and then use this information to build the most successful communications.
Communication options and preferred channels

Data cleansing and merge duplicates

Keep your customer database up-to-date and accurate. The system provides all the necessary tools data cleansing and contact duplicates merge.
Data cleansing and merge duplicates

Segmentation based on customers’ profiles

Segment your database and build data samples of any complexity. Use socio-demographic data, financial products and services used, and campaign reports to build customer segments with similar behavior. Add segments to mass mail or events with a click of a mouse.
Segmentation based on customers’ profiles

Customer database analytics

Analyze the structure of your customer database adjusting and setting new and different parameters while consistently tracking all new leads. Using analytics tools, you can also evaluate the overall coverage of existing and potential customers within the database.
Customer database analytics