eXperience Relationship Management (XRM)

Ever heard the saying, “It’s not personal, it’s just business?” Well, it’s time we made it personal. Business is relational. Xledger can help you establish and cultivate the relationships that propel your organization to new heights. Communicate effectively and in a timely way with customers, suppliers, employees, donors and other connections. Schedule activities and tasks – like telephone calls, meetings, etc. – or enter ad hoc events on the fly to keep everyone in the loop. Even connect or link to important documents or emails for easy reference.

Track statistical data related to any contact and launch and promote campaigns for defined targets. Use Xledger to generate and automate events and actions for internal or external contacts included in the campaign. Integration with Office 365 and Microsoft Exchange means that you can access e-mails and calendar events directly from within Xledger and link to activities and customers.

Monitoring the health of your relationships, and specifically their experience with your organization, is imperative. Xledger offers a fully unified toolset which functions as a digital hub and empowers great experiences that drive loyalty and brand promotion. Delight your customers with stellar support. Engage and empower your influencers. Connect with the right people at the right time. Report on your pipeline, track trends and optimize your strategies to improve engagement and advocacy.

So, let’s get personal. Connect with us. We’d love to get to know you, to listen to and understand your needs, then show you how this kind of connectedness is possible.

Xledger’s XRM functionality can be grouped into the following core areas:

  • Case and Action Management
  • Contact Management
  • Campaigning
  • Prospecting and Pipeline
  • Membership Management
  • Donation Management and Project Fund Management
  • Document Management
  • Email and Calendar Integration

Connect!

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