Business Alerts

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When one intends to build a relationship BASED ON THE CLIENT, it is necessary to develop a relational marketing campaign which is an involving part of a digital strategy.

An example of a relational marketing campaign is shown in the figure below.

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For these campaigns, the important information to be treated is:

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Clients Profiles at 360º

Contact data

Communication preferences

Personal characteristics

Important dates

and so on

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Transactions

Contracts, purchases, returns

Frequency and volume of the transactions

After sale service

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Dates

Important events of the relationship between the client and the company

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Relationship management

Between clients

Between clients and the company

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Planning of the marketing campaigns through diverse channels

Telephone, Mail, Email, SMS, social networks, and so on

Activation of the commercial/billing campaigns in the sales/treasury software

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Clients portfolio management of each salesperson/collector

Geographic distribution, by products types, by relationship amounts

Balancing

Goals control

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User profiles and access to information segments

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Some variables for the success include being multi-channel, the fastness to be implemented, its flexibility and the good tracking of the results.

The below scheme presents an example of the architecture of a business alert assembly.