Comprehensive customer relationship management and communication at your fingertips

Customer Relations

  • Customer data platform (CDP) with comprehensive customer profiles and images

  • Extensive demographic and psychographic status profiling and market segmentation

  • Limitless, user defined status links for client segmentation and contact management

  • Client identification using RFID, QR and barcode cards with card design and printing

cimso identify software suite

Communications

  • Integrated e-mails, SMSs, faxes and soft phone dialling with detailed communication history

  • Electronic document management and e-filing with security lock, fast search and retrieval

  • Fast bulk MarCom blasts distributed via e-mail, SMS, fax and postal service

  • Customer communication tracking by staff profile, integrated to staff tasks and activities

Task Management

  • Staff task and activity scheduling with priority settings and progress tracking

  • Pop-up task and activity reminders with messaging across LAN’s and WAN’s

Reporting

  • Standard system reports with extensive data, status and timeline filters

  • Reporting consoles with extensive filters for user designed reports and BI statistics

Security

  • User access controlled by two processes requiring encrypted NIST compliant passwords

  • User work process restrictions controlled by configurable multi-level security pre-sets

  • User access monitoring with controls for banned passwords and multiple login attempts

  • Specified data encrypted and stored in compliance with GDPR and PCI requirements

Interfaces

  • Client data import facility with validation to avoid duplication of client records

  • Application provider interface (API) for data exchange with mobile devices in the Cloud

  • Direct interfaces to financial institutions for credit card and GIRO payments

  • Middleware interfaces to more than 600 devices for guest services and environment control

Value Proposition

  • Next Generation technology delivers evolving and increasingly more efficient systems

  • Customer-centric design ensures improved client service delivery and satisfaction

  • Seamless integration offers real time financial and operational reporting

  • Complete financial control with peer review for transparency and accountability

  • Data synchronization provides centralised control for geo-distributed transaction points

  • Service Level Agreement (SLA) support with worldwide 24/7 emergency response

  • Reduced cost of ownership facilitates improved ROI and bottom line profit margins

Deployment

  • Local server or computer

  • Distributed replicating servers

  • Cloud server

Training

  • Full documentation (SOP based)

  • On-site, in person training

  • Live online or webinar training

Support

  • Business hours phone and mail

  • Online chat and remote access

  • Live 24/7 emergency support


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Identify Software Suite


Comprehensive CRM software with powerful client identification capability includes the following products:

CLIENTmanager
CLUBmanager
WORKflow
HELPdesk

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