Sales and Marketing

Sales + Marketing

Automating sales + marketing with PLEXIS’ CRM capabilities

Drive prospects through the sales funnel to conversion

PLEXIS can integrate Microsoft CRM functions within our core platform so that payers can drive sales from their existing customer base, capture new prospects, and greatly improve sales conversion rates.

Microsoft CRM can be leveraged for:

  • Harvesting actionable data from the sales funnel into a centralized platform
  • Segmenting your customer base and building organized lists
  • Automating email, lead, and follow-up campaigns
  • Targeting prospects with messaging specific to their segment, and converting them into engaged customers

Building customer relationships

CRM empowers payers to route their sales pipeline through an intelligent marketing database. With the actionable data that CRM aggregates, payers can customize carefully targeted sales + marketing campaigns, delivering more value per campaign.