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Passive CRM

Passive CRM involves systematically analyzing trusted data sources to detect and integrate relevant developments, and other signals of change directly into your client systems.

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Passive CRM is used by our clients to move from re-active to pro-active client relationship management, and to enter meetings fully informed on the latest updates relating to their clients.​​

Applications

Monitor your key accounts, act when relevant updates occur. Stay aware of the wider community context surrounding your clients.

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Monitor your client portfolio

Stock Market Chart

Stay informed and aware of important changes or updates 

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Extract information from communications data

Passive CRM is a valuable tool for organizations that want to stay ahead of the game and offer more personalized services

Going Over Plans
Improve Decision
Making

Passive CRM can provide organizations with the information they need to react to changes, jump on opportunities and anticipate risks. Use all the data to make better informed decisions.

Carbine and Rope
Increase Resilience

Passive CRM helps you to be more agile and adaptable, enabling you to respond effectively and capitalise on unforeseen events and changes in your client base.

Rowing Crew
Enhance Your 
Competitive Edge

Stay ahead of the curve, identify emerging business opportunities early on, take advantage of new developments, and outsmart competitors. Capitalize on every opportunity and drive revenue growth.

COMPLEXITY. SIMPLIFIED

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