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Ratings and Reviews 0 Ratings
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What is SEGMENTAIL?
SEGMENTAIL is an all-encompassing CRM solution tailored for the contemporary omnichannel retail environment, allowing you to gain valuable insights from your clients' data and offer personalized experiences throughout their entire journey. It effortlessly consolidates client-related information, transactions, and promotional data from diverse sources such as ecommerce platforms, POS systems, and customer management applications. This information is then thoroughly analyzed to develop a unique profile for each client, merging both online and offline data into a unified view. By converting raw data into actionable customer segments, you can interact meaningfully with your audience. The segments created by SEGMENTAIL enable you to refine your marketing strategies, deliver completely personalized shopping experiences, and achieve improved results. Recognizing the individuality of each client, SEGMENTAIL provides you with essential tools for effective one-on-one communication, which ultimately strengthens relationships and builds loyalty. Additionally, this platform empowers businesses to enhance their overall customer engagement strategies, ensuring that they can adapt to the ever-evolving retail landscape. With SEGMENTAIL, companies can truly take their approach to customer relations to the next level.
What is Obsidian Suite?
From the early stages of prospect outreach to establishing a strong relationship with valued clients, our offerings deliver extensive support throughout the process. You can effortlessly track activities, jot down notes, and manage your pipeline without any hassle. Our platform is designed for seamless inbox integration, ensuring that important emails sync automatically with your CRM system. Boost your deal closure rates with our innovative interactive prospect portal, a key component of the CRM specifically designed for the finance industry. With the needs of financial professionals at the forefront, Obsidian’s Business Intelligence Suite is equipped with a diverse selection of plugins that enable financial firms to analyze portfolio and investor metrics effectively. This functionality includes monitoring subscriptions by various categories such as portfolio, sales representative, or advisor, while also delivering valuable insights into performance, risk analytics, and account activities, including PnL tracking. Our interactive client portals facilitate engagement with a range of client types, from institutional investors to high-net-worth individuals and professional firms. This suite not only provides remarkable flexibility in client communication but also guarantees that all investment management firms can address their specific needs with efficiency. By utilizing our solutions, firms can significantly enhance their client relationships and streamline financial operations, ultimately positioning themselves for greater success in a competitive market. Furthermore, our commitment to innovation ensures that you stay ahead in an ever-evolving financial landscape.
Integrations Supported
Amazon Web Services (AWS)
Box
Connectify Hotspot
Edicom
Global Payments
Gmail
Google Calendar
Infor CRM
JOOR
LogiCommerce
Integrations Supported
Amazon Web Services (AWS)
Box
Connectify Hotspot
Edicom
Global Payments
Gmail
Google Calendar
Infor CRM
JOOR
LogiCommerce
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Status2
Company Location
Spain
Company Website
status2.com/soluciones/segmentail-crm-retail-omnicanal/
Company Facts
Organization Name
Obsidian Suite
Date Founded
2013
Company Location
Canada
Company Website
obsidiansuite.com
Categories and Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Categories and Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Investor Relations
Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations