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.
Interactions and communication history
Build relationships with your clients based on a complete history of your communications. Creatio keeps track of every interaction with an account or contact, including meetings and calls, contracts and products used. Complete customer data at your fingertips is essential to ensure the best customer experience.
Data enrichment through social media
Find clients on Facebook or Twitter and enrich their profiles using the pre-built social media integration features. Get various information on contacts and companies from social networks with the click of a mouse.
Search and merge duplicates
Identify and eliminate duplicate records in Financial Services Creatio, customer journey edition in order to manage your customer database more efficiently. When creating new record, the system automatically checks for duplicates, or you can perform a manual check or schedule a recurrent search for duplicate legal entities or individuals.
Client database analytics
Control and improve processes by analyzing your client database. A thorough analysis enables you to see your client database under a different lens to measure the efficiency of client interactions, identify the top clients and track changes in their behavior. Adjust the dashboards according to your needs to get precise analytical data.