The relationship management solution you need to track and nurture client relationships.
- The market is flooded with CRM solutions designed to help companies track and follow up with sales leads.
- But CRMs that work for tracking sales leads, aren’t necessarily built to perform for organizations logging client interactions and milestones, delivering metric-driven reports to stakeholders and sharing information with partners.
INDEX was developed specifically to help business advisory and economic development organizations.
- Make informed programming decisions based on client needs and interactions;
- Filter by tags and criteria to get a targeted contact list for outreach and communications;
- Quickly prepare engaging reports for internal and external stakeholders;
- Track progress on key performance indicators in real-time;
- And share information and interactions with partners
With INDEX premium, here's what you'll get:
- An integration with the rel8ed.to Advanced Business Database to support both lead-generation and market research use cases.
- Data including contact and firmographic data elements for key sectors, tuned to meet the needs of economic development and innovation/business support agencies.
- Regular updates on companies loaded into the INDEX system (business change, major events) and the option to receive records for newly registered businesses on a periodic schedule.
- rel8ed.to Advanced Business Data pre-loaded into your INDEX account to allow immediate outreach and business development activities.