Solution
CRM
There is nothing more central to the AudienceView platform than the customer account. The entire system is designed to put the customer first.
Single View
The complete history of your customer is available in a single view. Every interaction your organization has with a customer can be tracked in their AudienceView account. Every purchase your customer has made, each donation pledged or every marketing mailing they have been sent can be tracked.
Multiple Addresses and Contacts
With AudienceView every account can have an unlimited number of addresses or contacts. Each account contact can have multiple phone numbers or e-mail addresses.
Advanced Profiling
Over 70 user defined fields allow you to set up your customer profiles to match the needs of your business. User defined fields can be made optional or mandatory and attached to lists you set up and maintain.
Task Scheduling and Tracking
AudienceView’s notes and tasks functionality allows you to track detailed information about your customer. Copies of e-mails or letters can easily be attached to your customer’s account. With AudienceView notes, you can schedule follow up actions like a phone call with an individual customer. Each task can be assigned a status so you know if a follow up action ever took place.
Reporting and Business Intelligence
The AudienceView solution includes a full suite of standard reports and a feature rich Business Intelligence tool. With AudienceView, you can quickly generate your standard sales reports or build and run complex comparative queries.
Over 40 Standard Reports
AudienceView has worked with users like you to develop over 40 standard reports. All your standard sales and accounting reports are available. All of the reports have been developed to be easy to set up and fast to run. Each report can be output as a PDF, to screen or as an Excel compatible CSV file.
Schedule and Deliver
AudienceView reports can be saved and scheduled to run on a flexible schedule. Reports can be set up to run every day, once a week or at month end. Best of all, reports can be sent to an e-mail distribution list, so everyone in your organization can have their reports in their inbox at the start of each day.
Business Intelligence
The AudienceView Business Intelligence tool lets you mine your data to uncover emerging trends or create custom reports. With Business Intelligence create sophisticated marketing lists based on advanced segmentation to drive or marketing campaigns. Virtually any data in the AudienceView system can accessed through the Business Intelligence tool.