Corporate Central SaaS Portal | Personalization and Tracker Total Relationship Management TRM™

Corporate Central SaaS Portal 5.0

Personalized single point of access to the corporate web

Personalization and Tracker Total Relationship Management TRM™

When implemented with Tracker Total Relationship Management TRM™: company, person and activity history data can be integrated for much deeper personalization. This is another important area where our Unified Enterprise Suite™ delivers more than the competition:

Any person record in Tracker TRM™ can become a user or member of a group which inherits a dynamic Corporate Central SaaS Portal profile.
Tracker TRM™ activities integrate with Corporate Central SaaS Portal’s corporate wide events and workflow engines.
Tracker TRM™ ‘To Do’ tasks can be assigned to Corporate Central SaaS Portal users and group calendars.
Corporate Central SaaS Portal events include automatic links to launch Tracker into specific activities or ‘To Do’ records.

Tracker TRM™ creates a single view of each company and contact in any relationship and interaction of the business using its unique Multiple Shared Instances technology. This solves one of the biggest challenges of non-integrated personalization systems: unique identifiers for companies, people and activities.

There’s nothing more unimpressive than receiving a solicitation from a company whose same exact product you already use, or having a customer service representative have no record of your recent transaction, request or complaint. With Tracker TRM’s Multiple Shared Instances technology, each new source of customer information is integrated with existing records to avoid multiple, disconnected instances of each customer.

A successful personalization strategy must include resources for building and maintaining a single view of customers, partners, investor and employees regardless of where they interact with the business. The easiest way to maintain this view is by implementing Tracker TRM™ and the Corporate Central SaaS Portal. The way you interact with your customers, prospects and partners should be a key competitive differentiator and ongoing advantage.