Customer Focus vs Xactly CEA

• Facilitates the interaction between the company and customers, through various communication channels, thanks to the storage of information of interest, such as the needs and preferences for products or services.
• Access data of interest (about the clients, their histories, products, prices, etc.,) from any place with access to the internet
• An extensive knowledge about the clients allows the company to present commercial offers adapted to their needs, so the income is also higher, through a lower sales cycle. The CRM allows to enhance sales and marketing functions.

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• Amortization waterfalls
• Locked periods & PPA adjustments
• Journal entries

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• Customer Focus is not able to integrate with our email marketing system, therefore, it is more complicated for us to use the data collected on this platform, to be able to obtain results in our email commerce.
• The process of setting up automated responses for clients is a bit complex. It is not the typical software that is configured in a couple of weeks, I had complications when configuring the automated responses for the clients' requirements.

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• Dashboard is on a different page
• Needing to rerun reports
• Not being able to download reports and edit them

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• Better interaction with clients, I managed to obtain a perfect communication with each client who agreed to the acquisition of our banking services.
• Better order and inventory management for my entire company. I managed to manage all customer orders in the same panel, in addition, this made it easier to meet the requirements of each order.
• Visualization of the interests of the clients. Customer Focus did not provide detailed reports on what kinds of products or services have attracted the most attention from customers.

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• Efficiency
• Centralized
• Accurate

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