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

Customer profitability management

Knowing which customers are most profitable may be critical to keeping them. To help employees easily identify who rates an extra measure of quality service, TotalView™ lets you rate customers according to profitability, account balances, types of accounts, or other parameters you define.

Once you establish the ratings system, employees who access customer records when providing service will be able to see at a glance who is, for example:

  • *A Platinum customer
  • *A Gold customer
  • *A Silver customer
  • *A Bronze customer

Just as you decide what type of business you want or need most, you decide what to call the various ratings to reflect your own way of doing business.