
About BSI CRM
Discover BSI Customer Suite Impress customers in person using video consulting, create offers, and conclude contracts via electronic signature – seamlessly integrated or on a standalone basis
Find, win over and get to know your customers Thanks to its trigger-based approach, BSI CX lets you respond to relevant (life) events in real time and set up personalized customer journeys
With bsi crm, you have more time for true customer proximity thanks to automated routine tasks and countless integrated aids that make your work in customer communication easier
Customer & Data Insights
Discover structures and contexts to make better decisions based on data BSI Insight provides detailed analytics and effective visualizations
Get the maximum added value from your data With BSI AI, you gain powerful machine learning workflows for customer clustering and marketing automation
With BSI CDP, gain a holistic view of your customers, dismantle data silos and ensure your data’s quality and GDPR-compliant protection
With BSI EIP, you have multiple interfaces and standard connectors to access your entire ecosystem and configure, monitor and evaluate your data traffic
BSI BUSINESS DEPARTMENTS
BSI understands your business Whether for sales, marketing or service: The 2 million lines of code we have written combine to form seamless and future-strong solutions – thanks to uncompromising technology, a highly flexible data model, and brilliant user experience
With BSI, you can design and control highly personalized customer journeys Ensure an unforgettable experience and maximize your business success
With BSI, you get a centralized, virtual sales workstation with a 360° customer view Increase your probability of a successful sale
The guided processes in BSI and AI support facilitate significant time-savings in customer inquiry processing Save money and make your customers happy
With BSI you benefit from the intelligence of your customer data: strong analytics, reporting dashboards, and direct access to business intelligence
The number of customer relationships BSI converts into sustainable success stories Customer-oriented – that’s BSI The increase in cross-selling and upselling with automation
CAPABILITIES
The right answer for every challenge. BSI.
CONTACT CENTER
Becoming a service champion Impress your staff and customers at all touchpoints with BSI Contact Center and leave the competition far behind
SAAS
The software in the cloud Obtain software from the cloud, and not have any bother? Or perhaps you prefer to operate it in your infrastructure? BSI supports you with the appropriate services
MARKETING AUTOMATION
The Segment of One is becoming a reality BSI helps you move from classical campaign thinking to individual customer contact: target the right content at the right time over the right channel
SALES AUTOMATION
Lead management – efficient yet personalized How hot is a lead, and how valuable? With BSI, you can keep an eye on all critical customer information – from all and for all touchpoints
SERVICE AUTOMATION
First-class service and automation – not a contradiction BSI will help you digitize your services on all channels Automated service processes will lighten your agents’ workload, allowing them to devote time to customer support
Categories & features
- Project Management
- Task Management
- Mobile Access
- Marketing Management
- Performance Metrics
- Contract Management
- Search
- Self Service Portal
- Marketing Automation
- Contact Management
- Forecasting
- Lead Scoring
- Segmentation
- Email Marketing
- Lead Management
- Interaction Tracking
- Predictive Analytics
- Expense Tracking
- Quotes/Proposals
- Asset Management
- Household Tracking
- Influence Tracking
- Relationship Tracking
- Team Assignments
- Territory Management
- Sales Pipeline Management
- Campaign Management
- Social Media Integration
- Calendar/Reminder System
- Document Storage
- Internal Chat Integration
- Marketing Automation Integration
- Live Chat
- Audience Targeting
- Knowledge Management
- Customer Service Analytics
- Customer Support Tracking
- Email Response Control
- Medical History Records
- Patient Communications
- Client Tracking
- Web-Based, Cloud, SaaS
- In Person
- Live Online
- Webinars
- Documentation
- Business Hours
- Online
- 24/7 (Live Rep)
Request a demo or quote from BSI CRM
Reviews
Questions & answers
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