Forward RTM
Real Time Marketing
Purpose of the system
Forward RTM is intended to expand the capabilities of the already proven products Forward CRM, Forward PC, Forward eShop. The system simplifies key sales processes, this is achieved through dynamic personalization of offers, intelligent management of cross-sales processes, and also allows the company's marketing service to use the current “profile” of the client (20-30 parameters characterizing the client as a potential buyer).
Using Forward Real Time Marketing, the company receives a number of advantages:
How Forward RTM works?
1. Customer's message
The system receives an automatic request for customer information when it is accessed (for example, in an Internet bank, personal account, or application).
2. Client Profile Analysis
The RTM system instantly segments the client, analyzes its profile, current products, interests, needs and many other factors.
3. Proposal formation
The system creates a personalized offer to the client in real time based on the available information about him and the subject of his appeal.
4. Sending proposal
Displaying offers in the CRM showcase or self-service portal, or automatically sent to the client as push or SMS notifications.
The whole process takes 5-10 seconds.
What tasks Forward RTM solves?
Work with existing customer base
- Analysis and segmentation of customer base
- Preparation of personal offers
- Organization and control of sales channels
- Analysis of sales results by channels
Building strong long-term relationships with a customer
- Analysis and assessment of customer needs
- Cross-sales and sales of additional services
- Development and implementation of individual scenarios
- Performance evaluation and strategy adjustment
Attracting new customers
- Collection and analysis of information about potential customers
- Formation of commercial offers
- Evaluation of the effectiveness of advertising campaigns
- Evaluation of the effectiveness of marketing campaigns
Customer retention
- Identify and analyze the causes of customer churn
- Formation of "protective" offers
- Building strategic work with non-regular customers
- Development and implementation of a return strategy for retired customers
Improving the quality of services provided
- Evaluation of customer satisfaction with the services provided
- Monitoring the implementation of the declared SLA
- Providing consolidated information at different levels
Smart assistant
- Selection of the proposal, depending on the already connected services
- Recommendations for the use of promotional offers
- Automatic update of client profile parameters
Examples of use
Bank
A client enters a mobile bank application and makes a payment for utility services. The system according to the customer profile reflected in the profile determines that he has a car on credit and real estate in the mortgage. According to the results of the analysis, RTM offers him to create a template for auto-payment of utility services and a car loan, and for a mortgage he will send an offer for refinancing from us on more favorable terms.
Telecom operator
A client in his personal account online pays for mobile communication or performs other actions (for example, he looks at actions that allow him to increase the amount of prepaid traffic). The system determines that the client is actively using the mobile Internet, checks whether there are offers with large Internet packages available to the client and if it finds offers to connect them.
Counter customer loss
The client makes a call to the company and wants to terminate the contract. Receiving a call, the manager initiates a corresponding call, the system analyzes the client’s “profile” and information from the call (reason for termination) and offers the manager available retention programs for the client after sorting them out. The manager offers these programs and records the backlash.
Functionality
Want to learn more?
We will demonstrate all the features in our office.
Leave your contact details, and our managers will arrange on a convenient meeting time.
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