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Customer Lifecycle Management Gain a true 360° view of the entire customer-business cycle. Seamlessly navigate directly from CRM content to other Jobstream application areas. Build upon the proven and reliable Jobstream solution you already know.
Define customers and entities
Create prospects and opportunities
Key features
• Identify an entity as a customer.
• Create opportunities for an existing entity.
Jobstream 9 is the global software platform at the heart of trust companies, family offices, and similar offshore organisations.
• Associate customers with other entities, e.g. a private client entity Stephen Smith is specified as the customer, with a set of trusts and companies run for him. • Consolidate activities, time recording entries and documents across all entities within a customer group. • Create management reports with data grouped by customer.
Record interactions and tasks
• Create opportunities against a prospect, where there is no existing entity. • Track sources of new business by linking opportunities with introducers. • Link opportunities with relationships, events, documents, and time items. • Follow the full lifecycle of an entity: Entities created from an opportunity are always linked to that opportunity.
• Record the subject of an activity (i.e. the entity, opportunity, or contact it concerns) and who the interaction was with (e.g. a third party or intermediary).
Manage your business pipeline
• Log activities with a shortcut key from anywhere in Jobstream 9, quickly and easily recording interactions and tasks.
• Manage and report on your opportunity pipeline: stages and probabilities, close dates, initial and annual values.
• Track lead sources and introducers to discover where you should be focusing your sales and marketing resources.
This publication is copyright © 2011 Jobstream Group plc. Reproduction of this document or any section therein may not take place without the prior consent of Jobstream Group plc. Jobstream is a registered trademark of Jobstream Limited, used under licence. All other system and product names are either trademarks or registered trademarks of their respective companies. This document is non-contractual. Please refer to your project specification for a complete list of included features. E&OE. Ref 4568/0911.
Customer Lifecycle Management (CLM) provides a true 360° view of the entire customer business cycle. It enables seamless navigation directly from CRM content to other Jobstream application areas. Define your customers R Record interactions R R Create opportunities R Manage your pipeline
Contact us to find out more Tel +44 (0)1223 433 900 Email contact@jobstream.com