Product Details

CXM also enables the provision of a self-service web portal to customers seeking support, enabling ticket submissions and knowledge base access. Automation of sales workforce alerts, marketing activities and customer services streamlines workflow, harnessing CXM’s cross-system integration and tailored rules-based engine. The system’s unique Adaptive Data Engine (ADE) enables broad customization to fit specific business needs, made possible by a declarative meta-data based approach.


CXM Feature

  • Ad-hoc reports on salespeople, teams, products, regions etc
  • Segment customers to plan and tailor marketing campaigns
  • Self-service web portal offering customer support
  • 360-degree view of customers and interactions
  • Automation of the lead-opportunity-quote process
  • Personalized views for deal pipeline & sales progression etc
  • Track and capture mentions across social media networks
  • Creedenz Cloud dashboard with mobile access included
  • Execute multi-level and multi-wave marketing campaigns
  • Manage milestones, tasks, and task dependencies
  • “One Touch” for emailing, making calls, taking notes etc
  • Campaign budget tracking functionality
  • Sales forecasting management and reporting
  • Automate email marketing with unlimited email templates
  • Provide accurate, user-ranked content within knowledge bases
  • Real time pipeline management and reporting
  • Route leads to teams, generate leads & sales with one touch
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