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Fleet Sees Payoff In CRM

机译:舰队看到CRM的收益

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摘要

The right relationship is everything. The slogan may belong to Chase, but Fleet Boston Financial Corp. also is capitalizing on the idea in its dealings with its more than 30,000 corporate clients. Since the introduction in late 2001 of its Business Advisor portal―a platform based on Siebel Systems Inc.'s employee portal and Micro-Strategy Inc.'s business-intelligence technology―relationship managers have had easy, quick access to a wealth of data about clients' accounts, Fleet product usage, profitability, and risk factors drawn from back-end, front-end, and external sources such as LexisNexis. The system was put in place to help relationship managers better drive corporate customer value, segmenting clients into categories ranging from high-value customers to be retained to lower-tier customers where one goal is to reduce service costs. Its results so far argue its success.
机译:正确的关系就是一切。该标语可能属于Chase,但波士顿舰队金融公司(Fleet Boston Financial Corp.)在与30,000多家企业客户打交道时也利用了这一想法。自2001年底推出其商务顾问门户(基于Siebel Systems Inc.的员工门户和Micro-Strategy Inc.的商业智能技术的平台)以来,关系经理就可以轻松,快速地访问大量数据有关客户帐户,机队产品使用情况,获利能力以及从后端,前端和外部来源(例如LexisNexis)得出的风险因素的信息。该系统已安装到位,以帮助客户关系经理更好地提高公司客户价值,将客户划分为从旨在降低服务成本的高价值客户到保留的低层客户的类别。迄今为止,其结果证明了其成功。

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