CEED is designed to give a single destination to the users to create, process, monitor & manage Customer Relationship Value (CRV) across the lifecycle of a corporate client.
With linkage to dependable data sources, the application gives the user, information on the current & potential clients for opportunity assessment & further activities.
The application is user-friendly and modifies as per the role of the user.
Main features:
• Access your own CRVM platform from any mobile device
• Create, edit & handover accounts & line of business wise opportunities
• On-the-go tool for meeting & con-call requests & minutes of meeting creation
• Form filling & data upload centre for deal participation & client onboarding
• Activity based bucket movement & nudge framework
• Continuously updating review reports
• SMS alerts & notification for coverage & business acquisition