
Affiliation and Target Refinement
Platform to facilitate refinement of target customers using configurable value and geospatial parameters, gather local intelligence regarding customer profile, attitudes motivations using configurable surveys. Define and manage relationships across different entities such as accounts, doctors, organizations etc. for holistic customer universe understanding and interactions.
Key Features
Intuitive design for sales people
Hierarchical workflows
Granular target refinement
Change approval workflow
Customer profile management
Differentiators
Integration with CRM
Visual summaries for reps
Multi-device accessible
Geospatial visualizations
Integrated field surveys