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    Customer base (CRM process)
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    The most valuable capital for successful financial service providers is instantly-available information about customers and potential customers. This includes: main data and contact information, the membership in associations, relationship hierarchies, and a clear display of customer interests.
    Video: 02:44
  • Core data merge (CRM process)
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    The most valuable capital for successful financial service providers is instantly-available information about customers and potential customers. This includes: main data and contact information, the membership in associations, relationship hierarchies, and a clear display of customer interests.
    Video: 04:09
  • Campaign management (CRM process)
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    Campaign management assists you with the planning, execution, and monitoring of single and multi-stage campaigns. A campaign consists of several activities that take place in succession.
    Video: 03:51
  • Analyses and reports (CRM process)
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    An essential aspect of CRM is the evaluation of available information. The analyses and reports offer a series of different possibilities for “displaying” data from update.seven.
    Video: 02:59
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CRM for Construction & Manufacturing

 

Life Science customers:
CRM for pharmaceutical and medical technology industry

 

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Financial services companies using update CRM

 

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