CustomerMatrix Review

CustomerMatrix is a sales forecasting and analytics solution that delivers personalized and accurate sales trends based on customer movements and preferences. The software will alert you via email or directly from your CRM, if a competitor enters the sales scene or if there is a change in customer performance or trends. CustomerMatrix also gives you the ability to profile your employees to measure success and delivery rates. The solution provides real-time reports and graphs based on results and all data can be downloaded, exported or charted.

CUSTOMERMATRIX – FEATURES

  • Increased information value by combining structured and unstructured data
  • Reduced resolution time through link-based analysis
  • A distributed environment to handle high load
  • Reduce the time it takes to identify a customer or pre-existing contact by displaying the most likely candidate from the incoming call or immediate results from typing the first few letters of the company or person
  • Ensure the quality and accuracy of new and existing contact and business data by leveraging deduplication techniques and similarity matching
  • Reduce workload when creating new contacts and customers by automatically filling in forms from existing data or reference tables
  • Resolution and recommendation phase
  • Facilitate access to relevant information from background and navigation
  • Reduce the time it takes to understand customer requirements by identifying and evaluating potential reasons for calls from interaction history, late delivery orders, existing product and system issues, unpaid invoices and more
  • Suggest the best solutions from the problem description
  • Identify potential upsell opportunities from comparisons, promotions and product portfolio options of similar customers
  • Increase ROI on the cost of information
  • Automate the recording of each case from the interaction to avoid wasting time with tedious manual recording
  • Automated information processing to 90%
  • Increases coverage of companies by capital.

Conclusion

CustomerMatrix is a data management software that comes with a freemium version, with limited access and permissions, as well as scalable plans and online support/video tutorials.

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ACCU-RATE:
Usability: 8.5 /10 Speed: 9 /10 Features: 8 /10 Support: 8 /10 Pricing: 7 /10

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