Effective customer relationship management (CRM) enables organizations to plan and control processes for selling, servicing and interacting with customers or patients to reduce marketing costs and deliver greater satisfaction, both essential in an increasingly competitive market.

Initiate software leverages your existing systems to create the clean, complete profiles you need to effectively communicate with your customers or patients, without forcing you to move large quantities of data, standardize schemas or manage customer IDs.

Initiate software enables you to:

• Recognize customers by name at every touchpoint and know their entire relationship with you
• Instantly find all the data, accounts and transactions for a specific person, household or organization to help assess credit risk, reduce marketing expenses, leverage existing relationships across lines of business, and improve conflict resolution
• Ensure continuous data integrity to deliver the most accurate, complete view of your customer across your enterprise on demand
• Target prospects with the same characteristics as your most profitable customers
• Determine which products and services most commonly overlap across your product lines