Achieve Global Customer Visibility

Organizations today struggle with non-integrated conflicting views of business and individual relationships throughout their enterprise. Global customer visibility is about presenting complete and consistent views and providing accurate information on all levels of a business relationship – such as distributors, resellers, agents and influencers – between the business and its enterprise customers. Organizations benefit from insight into these relationships through improved customer satisfaction, increased revenues, compliance to legal and privacy constraints, and improved financial reporting.

The organizational hierarchy management capabilities of Initiate software provide accurate, high-performance customer recognition at all points of service in real time. This includes customer contact recognition and navigation of relationships in the context of organizations, and then recognition and navigation of organizations in the context of hierarchies – either from a third-party, self-managed or in combination.

Organizational hierarchy management can help your strategic data management initiatives by:

• Recognizing, investigating and maintaining complex business relationships by identifying associated individuals within the context of their corporate structure or hierarchy
• Navigating complex hierarchies from individual to a full hierarchy view
• Classifying current business customer relationships according to a hierarchy maintained by externally trusted sources of business information
• Searching, viewing and modifying hierarchical relationships and presenting this information to external users/applications