Global Sales, Service & Distribution Platform.
Proven. Trusted. Billions of Transactions.
AN OPERATING PLATFORM BUILT FOR ENTERPRISE BUILDERS.
Rapid GTM. Enterprise Scale.
Deploy Fast. Scale Easily. Adapt & Pivot.
A Unified Solution
FASTER. INTEGRATED. SECURE. PROVEN.
Working with fast-scaling financial services and consumer products companies, small to very large, US and multi-national, we've built an innovative integrated all-enterprise operating management platform: TRM.
We partnered to conceive a single platform that natively unified CRM/CDP, ABM, BI, SFA and ICM/EPM, with robust data, distribution, campaign, service, document and event management. Hundreds of enterprises have successfully deployed TRM over the past two decades.
With TRMv10 now publicly available, the platform is an ideal rapid-go-to-market or scale-to-enterprise solution for organizations with diverse distribution networks, large client populations, a disparate and dispersed workforce, and strong priorities of customer profitability maximization, process/workflow automation, scale-efficiencies and enterprise performance optimization.
Sales, Quote & Opportunity Management
Relationship, Account & Transaction Management
Workforce & Distribution Performance Management
Service Issue, Case & Claims Resolution Management
Referral, Affiliate & Partner Management
Marketing, Sales & Service Campaign Management
Business Intelligence & Analytics
Incentive Compensation, Rewards & Recognition
Content & Document Management
Event Management, Ticketing & Remote Ordering
Reporting & Dashboard Management
Data Management
User, Security & Configuration Management
Integrating half-a-dozen disparate systems or hundreds of fragmented micro-services, to get the full operational platform you need, will take over a year to come-to-market, and cost you millions. TRM is a market-proven, cost-effective and production-ready alternative.
