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Solution introduction
Client Lifecycle Management aka CLM is the end-to-end management of a client during their entire relationship with an organization
From the moment a prospect or interested party is to be onboarded as a new client, to the end of the relationship - each component matters
CLM is a comprehensive approach that is based on a product standard, but which is customizable to the precise requirements of any business. Clients are manageable via a single, intuitive portal. The underlying processes guide the completion of pending items by internal and/or agency staff and the client themselves, intelligently navigating backlogs or delays caused by unexpected events. The benefits are significant, ranging from providing immediate and up to date status on client accounts to enabling comprehensive marketing campaigns.
