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Installed Base Management

Re-connect with latent or lost customers using smart automation

How it works

  • 1. Audit of missing data fields

    We identify which client customer data fields are missing and score the data for completeness

  • 2. Potential data location

    Knowing what data is missing, we map which channel participants might have that data, or know how to add it to the data set

  • 3. Initial data completion

    A series of workflows, notify the potential data owner that specific records need enhancement with a simple method for them to input or upload missing data fields

  • 4. Further data completion

    A further workflow to other potential data owners to drive completion of any remaining fields

  • 5. Core data update

    Update core data file with newly completed datasets ready for offer management. Any incomplete records can be completed either by notifying clients themselves or by more traditional means

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