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Customer Transparency Management

Maintain, accurate and up-to-date records of your entire installed base as it grows.

How it works

  • 1. Ensure new client data is fully complete

    Identify any new client data fields that need further completion, and contact them to complete missing fields

  • 2. Enhance further

    Extend data capture within the customer base through regular contact, questions, and requests to extend contacts, knowledge and client intelligence

  • 3. Maintain accuracy

    Regular data audits to ensure accuracy, completeness, and awareness of client service, value, and offers

  • 4. Special Offer Management

    Presentation and delivery of mass-customized offers to drive client engagement, further extend the dataset and maintain contact

CUSTOMER INTELLIGENCE MANAGEMENT PLATFORM

Installed Base
Management

Re-connect with latent or lost customers using smart automation.

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Customer
Transparency
Management

In-life customer data management.

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Opportunity &
Margin Management

Workflow management enabling opportunities, pricing and channel margin.

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Renewals
Management

Automate issuing of renewal quotes.

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Renewals
Web-Store

Enable customers to renew directly through the your renewals webstore.

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Cross-sell &
Upsell
Management

Automate presentation of tailored cross-sell and upsell offers.

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Book your Renewtrak demo today Request a Demo