Your relationship managers can't successfully grow accounts without having their fingers on the pulse of the customer. They need the ability to segment customers, measure profitability and provide one-to-one pricing.
And you need the ability to track and measure their performance to determine their success.
TouchPoint provides your relationship managers with a consolidated view of each customer's entire account and profitability history, which allows them to develop targeted strategies for cross-selling and upselling.
You'll also have the tool you need to get a complete picture of your managers' relationship-building efforts so you can effectively measure how well they're doing against corporate sales goals.
The TouchPoint suite is available in modules, allowing you to address your greatest needs first, then add more capabilities as needed. Modules include: