CRM for financial service providers
CRM process descriptions, screenshots and demo videos:
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Based on the update.seven CRM Suite, update.core offers all important functions and processes for daily work with your customers. From contact and appointment management to document storage and area planning on through to analyses and reports; a multitude of possible uses are available. The integration of Microsoft Exchange (calendar, appointments, tasks, and contacts) and other productive systems is included, as is access to the system in more than 25 different languages. In addition, the update.core user has read access to all other areas in the CRM system, and thus represents the perfect "light" user. |
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Customer base 360° view of all customers starting from the main data |
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Contact management All types of customer contacts are documented in a contact history. |
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Task and escalation management Customer-related tasks and the guaranteed handling of tasks |
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Reporting Simple creation of analyses & reports about all data in the CRM system |
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Product management All important information about the product, product usage, current prices and conditions |
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Customer profiling Information about customer satisfaction, but also about the acquisition status of potential customers |
Industry customers:
CRM for Construction & Manufacturing
Life Science customers:
CRM for pharmaceutical and medical technology industry
Financial service customers:
Financial services companies using update CRM
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