Customer Management

CRM functionality

 

Revolution provides full Customer Retention Management functionality. The system can be utilised to manage and monitor workload, produce a full audit trail of communication with clients and create Management Information so that the success of marketing campaigns can be assessed.

 

 

Feature Benefits
Mailshot Wizard A simple, automated way of retrieving specific clients for marketing purposes.
Campaigns Creates the ability to track marketing promotions and provides a full audit trail.
Client Reviews Able to treat clients as individuals and tailor future contact to meet their needs.
Advisor Online Provides opportunity for consultants to manage their own workload whilst at the same time being interactive with the back office.
Span Of Control Online Assists supervisors with monitoring compliance accuracy and sales achievements of their consultants.
Introducer Online Time-saving process which allows introducers to refer clients and track the progression.
Management Reporting An opportunity to assess the success of the business and adapt the marketing approach.


Call 01702 562232 today or email us at info@revolutionise.uk.com

Microsoft Partner


Members of the Microsoft Partnership Program