Xchange, DWL Partner on CRM ApplicationXchange Inc., a customer relationship management software vendor, and DWL Inc., a provider of customer management applications, have agreed to deliver more personalized profit-generating customer treatment during transactions for insurance, consumer products and retail clients.
In addition, Toronto-based DWL and Xchange, Boston, will participate together in marketing events targeting common clients and prospects.
DWL will market the Xchange service alongside DWL Unifi, DWL Collaboration, DWL Industry Applications and DWL Customer, which provide users with a single, enterprisewide view of each customer's entire relationship with their organization. This solution set allows users to complete self-service transactions with multiple back-office, CRM and e-business systems through a single, consolidated application. Xchange's solution recommends the right treatment for individual customers to generate more value from customer relationships.
Used together, Xchange's solution leverages the single customer view presented by DWL to drive recommendations through the DWL business application interface.
For example, an insurance agent could use a DWL Industry Application to support a phone interaction with a customer. After integrating Xchange, in addition to viewing the customer's complete relationship, the agent will be served recommendations about which cross-sell, upsell or other offers will likely grow the value of the customer on the other end of the phone.