Automated referrals
Automated sales tracking
Customer profitability management
Incentive management
Target marketing
Call reporting
Pipeline management
Unlimited reporting
Householding
Customizable customer profiling
Automatic promotion reminders
Total view of all customer accounts
Automated direct mailings
Relationship connectivity

When it comes to CRM, get the TotalView.™

TotalView™ is the Customer Relationship Management solution that enables you to better understand and effectively manage customer relationships so you can maximize shareholder value and provide superior service.

By automating and tracking referral management, sales calls, sales process reporting, sales management, incentive management and task management, TotalView helps you:

  • *Know your customers and prospects better.
  • *Manage your sales activities more effectively.
  • *Motivate and reward employees.
  • *Manage your marketing campaigns.
  • *Manage your institution’s performance.
  • *Generate more revenue.

Interested? Talk to us.