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

Householding

The TotalView™ MRM program can give you access to detailed information on your relationships with members by household:

  • *A “Members Accounts per Household” report shows how many accounts are owned by people living at the same address.
  • *A summary report shows the average accounts per household, total accounts and total households.
  • *A detailed report on each address shows who owns which account, account balances and average account balances.

In addition to those reports, individual member’s account information screens provide a link to information about the rest of the household.

This ability to quickly get information on each household helps you see how well you’re meeting member’s needs, and it helps you identify opportunities for providing additional products and services.