Relationships Rule the Enterprise.
Our omni-channel, all-enterprise Relationship Management solutions give you the full power to manage every relationship across your organization: prospects, customers, your workforce, sales and distribution channel partners, supply-chain vendors, service and implementation partners, affiliates, and even actual and virtual devices, machines, entities, nodes, networks, identities, facilities, locations and more.
Our services and tools also enable you to manage infinite transaction types that your enterprise conducts with those relationships: calls, inquiries, leads, referrals, quotes, sales, orders, service, appointments, classes, trips, treatments, events, shipments, messages, workflows, items, documents, fulfillment, and anything else you do.
Customer, Partner & Affiliate Relationship Management (CRM/PRM)
- Customer 360: Create a truly total, and unified, Single View of the Customer. In one Profile view and manage all accounts and transactions; all referrals, opportunities, quotes and sales; all service requests and resolutions; all related customers and co-workers; all messages and notes; and all assigned campaigns and invited events.
- With API integration to all external systems, TRM becomes the unified command-center for unparalleled relationship management.
- Track all Customer Metrics: Lifetime Relationship Value (LRV), Revenue Contribution, Next-Likely Product, Attrition Risk, CAC, MRR/ARR, Promoter/Referral Value, and more.
Document Management: Comprehensive Authoring & Distribution
- Author and upload unlimited documents and images, in every file format, and link to all Product, Service and other Transaction types: load logos, create default forms, applications, questionnaires, manuals, disclosures or any other ancillary materials.
- Link individual customer quote, sales, service or other Transactions to specific customer-submitted uploaded documents: evidence of claims, photos, receipts, license copies, completed applications and forms, or other attached files.
Message Management: Unparalleled Multi-Channel Messaging
- Define, load and manage unlimited Distribution Lists of Customer and Employees.
- Send concurrent multi-channel messages to email addresses, SMS/text, messaging apps and social media addresses: real-time or scheduled. Link to third-party Chat engines, or use TRM's, and store chat histories.
- TRM Message Manager automatically alerts all users of new Referrals, Quotes, Service Requests/Routes/Resolutions, Messages and Report Distributions.
Account-Based Management (ABM)
- Manage unlimited Customer Accounts, balances, monthly transactions (debit/credit/other), owners/co-owners/beneficiaries, ratings, scores, expiration dates and more.
- Utilize account information to generate enterprise portfolio performance reporting, relationship portfolio compensation, attrition-risk alerts and segmentation analytics.
Customer Data Platform (CDP)
With its internal native linkage to Accounts, Referrals, Opportunities, Quotes, Sales, Service Requests, Contact History, Campaigns, Messages, Events, Surveys and more, and API-integration with second- and third-party data sources, TRM possesses unparalleled capabilities as a core for customer-experience, hyper-personalization, and analytics initiatives.
Multi-Lingual & All-Industry
TRM is multi-language and industry-nomenclature enabled: every form label, button, tool-tip, watermark and menu item can have unlimited language and fully-customized nomenclature libraries. Individual users can pre-select their specific preferred language. And, Google Translate or other language translation engine can be integrated for user-generated input.
All Transactions & Interactions
Omni-stream management of your activities, marketing, sales, service, finance, accounts, production, operations, fulfillment, and more: every enterprise transaction and interaction between you and every relationship. Learn More.
Your go-to-market and dev-ops support teams were absolutely vital to us scaling to the 3rd and 4th stages; it wouldn’t have happened without them.
Chief Revenue Officer • B2B2C Consumer Services