Enterprise Customer Information

Features

When more is known about customers – their demographics, psychographic, financials, preferences and the relationship they already have with the organization, the Organization is in a better position to offer them the right choices, increasing chances of success.
In addition to supporting enterprise view of customers across multiple host systems, this module of eLite BAM also supports a global view of customers across multiple legal entities and countries for a multinational organization. This helps in managing the various lifecycle stages of maintaining the relationship with the customer, and access comprehensive segmentation information, all through a unified view.

Contact Management

eLite-BAM stores and helps in tracking basic contact information like general, professional and personal details and the account information can be mapped to multiple contacts. Contacts can also contain other types of records including prospects, vendors, business partners, and organizations that interact with your organization. Maintain multiple contacts for the same organization to make sure you don’t miss any chance to close a deal.

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Account Management

It becomes inconvenient and unmanageable to keep a track on different locations of every individual of the same organization. eLite-BAM enables you to cater to different needs of the same organization by mapping multiple contacts to the same account. Accounts can also contain other types of records including prospects, vendors, business partners, and other organizations that interact with your organization.

360* View of Contacts Containing History Together

Open a contact and you will be able to see all the campaigns, activities, account, pending payments and sales related to it. This gives a 360 view of customer which helps you in designing the next course of action. The 360-degree customer is the idea of getting a complete view of customers by aggregating data from the various touch points that a customer may use to contact a company to purchase products and receive service and support

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