Customer Management Overview


Success of sales and marketing efforts are often bound by an organization's customer management philosophy. A two-pronged philosophy, coupling individual client considerations with a holistic customer portfolio assessment is a best-in-class approach to viable long-term customer management. Although the strategic nature of this approach dictates an organized, centrally managed course of action, customer-facing individuals should play an important role in deciding the necessary courses of action. To do so, a carefully assembled, analyzed and articulated customer fact base is needed.


Confida's Customer Management Portal (CMP), a state of the art analytic application offers strategic customer intelligence and insight in an easy to use web-based interface. Using CMP, organizations can assess past and current performance and future trends to position their strategic account management portfolios and client relationship programs to proactively respond to changing customer needs.