AN OPERATING PLATFORM BUILT FOR ENTERPRISE BUILDERS • A Unified Solution that is faster, integrated, secure and proven • Working with fast-scaling financial services and consumer products companies, small to very large, US and multi-national, we've built an innovative integrated all-enterprise operating management platform: TRM. We partnered to conceive a single platform that natively unified CRM/CDP, ABM, BI, SFA and ICM/EPM, with robust data, distribution, campaign, service, document and event management. Hundreds of enterprises have successfully deployed TRM over the past two decades. With TRMv10 now publicly available, the platform is an ideal rapid-go-to-market or scale-to-enterprise solution for organizations with diverse distribution networks, large client populations, a disparate and dispersed workforce, and strong priorities of customer profitability maximization, process/workflow automation, scale-efficiencies and enterprise performance optimization. TRM unifies 12 typically fragmented and disconnected capabilities: • Sales, Quote & Opportunity Management: QTC/SFA/SOM • Relationship, Account & Transaction Management: CRM / ABM • Workforce & Distribution Performance Management: EPM/WPM • Service Issue, Case & Claims Resolution Management • Referral, Affiliate & Partner Management • Marketing & Campaign Management • Event Management: Planning, Ticketing, Remote Ordering, Messaging • Content Management • Business Intelligence (BI) & Analytics • Incentive Compensation (ICM) & Rewards Management • Reporting, Dashboards & Visualizations: Production & Distribution • Comprehensive Data Management Hundreds of deployments, millions of users, billions of transactions, decades of experience. Please contact us to schedule a demonstration.