Customer Relationship Management
We ensure that your CRM system is designed to support fine-tuned, interactive communication with customers and allows to flexibly adjust your customer policy and marketing strategy to the changing customer needs.
VERTX CRM solutions team makes the most valuable CRM features work for your business
We offer custom CRM solutions and modules development, Microsoft Dynamics CRM full-cycle implementation, SalesForce CRM integration and custom add-ons development.
Decision making support
Sales & Marketing Automation
Customer Communication and Servicing
Customer Segmentation and Policies
Itransition deploys CRM features that help you to resolve the most vital segmentation problems.
Accurately define customer segment
- Formalize and aggregate financial, legal and historical data related to a customer both from external sources and in-house data storages.
- Automate segmentation depending on the data collected and rules applied.
- Automate segmentation audits ensuring that new essential data affects transferring a customer to the other segment.
Apply customer policies according to segmentation
- Switch routing, guidelines and restrictions within your processing and financial systems.
- Automate notifications and alerts for customer-related process participants.
- Collect feedbacks to improve policies & segmentation rules
Track and manage performance
- Visualize customer statistics per segment in order to promptly distinguish valuable and low-profit groups
- Check and compare related activities efficiency for different customer segments
- Efficiently allocate advertising, sales and customer service resources and efforts