Product Bio

Module: Customer Management
Maker: ASI

Availability

• United States
• Canada
• Europe
• Asia-Pacific

Technical Specifications

Required iMIS modules:

• Customer Management

Part of the:

Relationship Management Suite

Popular Module Combination:

• Customer Management
• iBO

Modules that Enhance/Extend

• Acquisition Management
• iBO
• e-Content Manager
• Content Tagging
• i-Find/i-View
• Relationships

Customer Management is the foundation of iMIS and represents the bedrock in iMIS’ approach to managing constituent relationships from end-to-end. Customer Management allows you to collect, categorize and manage all of the names and different addresses for all constituents throughout their entire relationship lifecycle. Any constituent interaction, whether commerce based or call logs and other activities, is used to build a complete view of your constituent’s participation.

Customer Management was designed to be highly flexible to meet the precise needs of your organization, with many setup options that allow you to tailor the user experience to the needs of individual staff users.

Customer Management's features include:

• Contact management
• Activity tracking
• Committee management - facilitating the organization of, recruiting, and communication with committees and officers
• Demographic management
• Communication management

Customer Management is also accessible to your constituents and casual users of iMIS. The internet continues to be the lifeline between organizations and constituents in today's competitive market. Customer Management leverages and maximizes constituent interaction by allowing your constituents to self-manage their critical information online. Using the public view of Customer Management, constituents can:

• Update their individual/company records
• Specify preferences of communications and areas of interest
• Create new accounts
• View directories and committee listings

Customer Management is the key to managing your constituent relationships at the enterprise level. It maximizes organizational and staff efficiencies - everyone accessing the same and most recent data. In one place, you can not only track all interactions with your constituents but have the foundation to do more with them.

• Collect, categorize and manage constituent information
• Self-service management opportunities for constituents online

Full View

Casual View

Public View