Princeton Information’s Approach to CRM

Driven by the need to better service individuals, who require a combination of resources, Princeton Information envisions solutions that provide seamless connectivity between new and core applications and their underlying information. This holistic approach aggregates client information across lines of business to provide a 360° view of customer relationships. We help meet the objective of providing the right productivity tools that will make the job easier and more efficient.

By aligning customer treatment strategies across sales and service platforms, organizations can achieve consistency and comprehensive solutions that:

  • Provide a single view of the client
  • Offer customer treatment strategies based on segmentation and business value
  • Aggregate client information from across the organization
  • Institute a single sales model based on relationship selling across multiple lines of business
  • Provide visibility into client related parties, including business and family relationships and households
  • Define and coordinate sales and service delivery channels