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Unified customer base
Create a single database of existing and prospective clients. Use Creatio to keep record of contact data, history of interactions, client requests and products. Build a 360-degree view of your customers to provide them better service.
Manager can easily identify significant clients that lack the important details, and a supervisor can promptly evaluate the profile completeness and make sure that database contains all relevant information. In case of information gaps, the system allows to send a request to complete the missing data.
Segmentation of legal entities and individuals
Segment clients to improve communications and build stronger relationships. Group your clients based on socio-demographic data, identify the most perspective clients and their categories, and capture your competitors' customers. Create a group of highly profitable customers and personalize the interaction strategy for each of them.