Marketing and sales

Acquisition of new customers but also and above all maintaining present customers is one of the primary activities of companies offering investment products. These activities must be planned in a manner appropriate to the level of wealth and potential of clients in order to optimize the revenue potential relationship to the cost of acquisition and customer service. This revenue is primarily the amount of remuneration for management fees and other benefits for the investment company, although still not without significance of the amount of investment size or turnover realized by the customer during the investment period.

Understanding and prioritizing the customer's needs and delivering products that will have the best benefit / price ration for the client ,and in the case of investment products, in line with the expected rate of return and accepted risk level, are key elements to the sales strategy that can be effectively supported by Comarch Sales Management.

The coordination of multi-communication with the customer, the proceeding in accordance with the strategy respecting the frequency of contact and optimal communication channel, by far enhances the effectiveness of the campaign which increases sales. Appropriate management of the target group of customers, through its proper exploitation, pays back thanks to increased customer satisfaction and loyalty. Budgeting, planning, testing, implementation and monitoring of the campaign, finally, it is the most important task supported by Comarch Campaign Management.

Which product or group of clients is characterized by the best relation of income to cost? Is it better to promote funds held by customers over a long period of time, or rather the products purchased in the short-term investment horizon? Comarch aCRM supports such activities as customer segmentation and profiling, optimization of marketing campaigns, analyses of cross-sale and up-sale opportunities, and also provides analyses for efforts aimed at customers retention.

Commissioning and loyalty schemes for the sales network and distributors are an integral part of sales and marketing processes. Comarch Commission & Incentive is a mature tool which provides high flexibility in remuneration policies applicable to companies with a developed sales structure.