Marketing System
Modules:
- Customer Portal
- CRM data segmentation interface
- Communication Centre
Functionalities:
- Spot signals - identify a user’s intent to change or add new policies with tracking and trigger engagement actions.
- Trigger automation - send relevant content right when users want it to encourage sales actions – via emails, text messages or WhatsApp.
- Drive upsell and cross sell activities by segmenting prospects based on various factors - products they are interested in, their locations, demographics etc.