COMPLETE SYSTEM
Your relationship with your customers should be one where you get the right customer, the right solution, at the right time. Using our method of merging automation, technology assistance, and training, we can get you there.
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What we do
A simple, easy-to-use system that streamlines your pipeline, tracks all customer interactions including marketing touches, and automates follow-ups, next-best-products and more.
Identify what really impacts your bottom line, what factors are most likely to increase customer loyalty and sales, and what products your customers are most likely to buy.
Incorporate marketing campaigns, automated and manual follow-up management, onsite visit mapping, and more to enable your team to be more efficient and effective.
You can’t manage what isn’t measured. Our system lets you use your data to improve processes, reduce errors, increase profitability, manage your employees, and more.
Resolve problems quickly and effectively from any source. Best of all, use our analysis tools to identify root causes to prevent future problems before they happen.
Transform your employees from sales people to trusted advisors. Train, test and certify your employees on your products, your policies, and what sets your company apart.
Identify which campaigns are effective at bringing in new customers, reducing churn and how many dollars are won per dollar spent while syncing with front-line staff.
Get accurate, online access to all sales, referral and incentive results. Customized dashboards for any metric, across any time interval, at every level of your organization.
Watch your prospecting pipeline grow exponentially when you use Datava’s Select Employer Group (SEG) Management Platform. Gain a better understanding of those relationships to help you improve and optimize them