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Customer Relationship Management

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Customer Relationship Management

Sales force automation and profiling customers for marketing purposes 

Customer Relationship Management (CRM) is an important part of creating a more well-rounded sales culture within any institution. ProfitStars CRM solutions enable financial institutions to seamlessly compile the information necessary to develop progressive strategies to attract, retain, and expand their customer/member relationships; and ultimately increase performance and profitability. Our sophisticated solutions also provide competitive advantages in today's financial services marketplace and enhances operating efficiencies by automating numerous time-consuming manual sales processes. ProfitStars' CRM solutions also include a marketing central information file (MCIF) and data mining system that empowers financial institutions to increase revenues by developing highly targeted marketing and cross-sell campaigns. The system automates the time-consuming and error-prone manual process historically required to develop targeted campaigns.