Meeting these requirements demands an IT solution that combines all three components of intelligent CRM while also being simple to use and intuitive.  The Visual Rules rules technology makes that possible.

Analytical CRM: Analyzing Customer Data

Customers and potential customers are segmented in Graphical Editor, Customer values are calculated and profiles are created, with customers assigned to those profiles.  The rules for analyzing customer data, (scoring and profiling), can be created using drag & drop.

Operational CRM: Directing Campaigns

Activities can be launched according to events or time schedules.  Planning and carrying out multi-staged campaigns is supported graphically, just as are simulation and testing with a representative group.

Collaborative CRM: Multi-channel Intelligent Direction

Sales approaches are directed using individually selected communications channels. Emails are created directly in and sent from Editor and all other channels (telephone, print) are initiated.

Visual Rules delivers added value:

• Intuitive and graphical modeling using drag & drop
• Simulation module for customer selection according to economic criteria
• Optimization of selections in the course of campaigns
• Automatic and complete documentation
• Results analysis: Tracking and reporting