Consona CRM Foundation:
Unifying Sales, Marketing, Service and Support

Holistic View of the Customer
Consona CRM Foundation delivers a 360 degree view of customer information coupled with the supporting data and process automation to support various front office applications including marketing, sales, service and support processes.  Residing on a single platform and database architecture, the Consona CRM Foundation offers the following core capabilities across Sales, Marketing, Service and Support for medium to large enterprises:

• Infrastructure – Customer Transactional Database; Business Process Database; Application Server; Business Process Management Engine; User Interface(s).
• Functionality – Manage contacts, tasks, opportunities, emails, quotes, orders, forecasts, warranties, pipeline, partners, channels, leads, campaigns, surveys, events, telemarketing, products, pricing, literature, competitors, data quality, service and support incidents and more.
• Analysis – Marketing effectiveness, campaign milestones, customer profitability, data quality, forecast, revenue predictability, sales rep performance, sales conversions, incident escalations, root causes and resolutions, order history, cross sell / up sell opportunities and more.

This solution is differentiated by its flexibility, extensibility, scalability, data architecture and the ability to control both presentation and workflow to create an optimized user experience.  Industry specific templates exist for asset management, credit unions, retail banking and insurance organizations.

There are several expansion products that compliment this standalone product:

• Process Scripting - Powerful scripting capabilities that streamline employee-customer interactions using the functionality and data existing throughout the product’s objects and methods library. This enables the creation of process-oriented forms or "process scripts" as well as data-driven "call scripts.”
• Portrait Campaign Manager – Cross-channel campaign software for proactive customer dialogue and marketing campaigns.
• E-mail Broadcaster - Provides the ability to send high volume rich-text emails to target lists of individuals and then track the downstream recipient email actions.
• Integration with mobile devices - Intuitive web-based product giving employees the freedom to work the way they want to work while conducting business on the go.
• CTI Toolbar – Provides agents with on-screen access to core CRM data accompanying an inbound phone call, plus a variety of other important features.
• Data Quality Module – Allows you to parse individual components of customer address data and then standardize, correct, validate, and enrich it using secondary data sources.
• Consona Resolve – A light-weight but powerful self-service portal distinguished by its ability to deliver solutions automatically.