CRM Whitepapers

Learn Five Key Best Practices in Multi-Channel Inbound Marketing.
The retail financial services industry has spent the last decade adapting to the deep structural changes associated with consolidation, globalization, and new regulatory environments. Today, with the ability to grow through acquisition behind most firms, the challenge lies in building on the foundations that have been laid and maximizing the value of existing customer relationships to drive new levels of profitability. Rather than focusing marketing resources on traditional outbound customer acquisition programs, today's leading banks are placing increased emphasis on making interactions more intelligent across all inbound and outbound channels as the means to maximize existing customer assets and meet today's strategic objectives.

Recognizing the challenges and opportunities that companies in the retail finance industry now face, Infor CRM Epiphany has developed a powerful inbound marketing solution for today's leading companies.

Maximize revenue by sending targeted promotions to customers based on events that are important to them.
In today's challenging economy, marketers are being tested like never before. Customers are more informed, more demanding, and less willing to release their cash. The competition is using technology in innovative ways to compete for customers and despite these challenges, senior leaders and stakeholders want results quickly. So when marketers identify a qualified lead, it stands to reason that they should do their level best to maximize profitability. Fortunately, CRM solutions exist to help organizations improve their understanding of customers and markets and realize the full revenue potential of their customers.

Increase Your Returns Using Event-Based Marketing
Learn how event-based marketing will help you grow customer relationships.
Marketers have always been able to execute event-based campaigns in Infor CRM Epiphany Outbound Marketing using information already available in the data mart. However, for event-based marketing to be truly successful, a campaign must reach the customer at a time when the customer recognizes the need and is receptive to an offer that will fulfill that need. Because the information available in the data mart inherently has an element of time delay, a new optional module has been added to the Infor CRM Epiphany Outbound Marketing suite to be able to trigger real-time campaigns based on events detected outside of Outbound Marketing. This will greatly improve the effectiveness of these event-based campaigns. This paper discusses how the Event-Based Marketing module will allow you to reap the benefits of event-based marketing, while leveraging your investment in Infor CRM Epiphany Outbound Marketing.

Drive lifetime customer loyalty and increase value at every customer touch point.
Infor CRM Interaction Advisor creates real-time customer profiles based on historical, personal, and contextual data and then applies a unique combination of real-time analytics and business rules to identify the highest-impact offers at the moment of interaction. View this 5-minute online solution demo and learn how Infor CRM Interaction Advisor can help your organization:

• Increase offer acceptance rates and cross-sell revenue by as much as 300%.
• Reduce the cost of sales.
• Increase customer satisfaction and loyalty.
• Better leverage multi-channel sales environments.
• Reduce customer churn.