Features
What each area of Pinnacle Premier Bank covers. Every area works from the same customer record.
Customer 360
One record for every organisation, person and household, with its full history.
- Accounts, contacts, households and relationships in one place
- A timeline of every email, call, order, case and visit
- Consent and contact preferences per channel
- Duplicate detection and merging that keeps the history
Sales
Leads, opportunities, forecasts and territories for every kind of sales team.
- Lead capture, scoring and routing
- Pipelines with stages, probabilities and next steps
- Forecasts by team and period
- Territories and quotas
Quotes, orders and billing
From a configured quote to a signed contract, an invoice and a payment.
- Product catalogue, price books and discount rules
- Quotes with approval for larger discounts
- Orders, contracts and subscriptions
- Invoices, payments and credit notes posted to a ledger
Marketing
Campaigns, journeys and segments that respect each person's consent.
- Email, SMS and event campaigns
- Automated journeys
- Segments built from any field
- Results traced to pipeline and revenue
Customer service
Cases from every channel with service levels, a knowledge base and surveys.
- Queues and routing
- Response and resolution targets
- Knowledge articles for staff and customers
- Satisfaction surveys
Field service
Work orders, scheduling and installed assets for teams on the road.
- Scheduling and dispatch
- Arrival windows
- Installed assets and service history
- Parts used on each job
Commerce and loyalty
Online orders, promotions and a loyalty programme in the same record.
- Orders from the online store
- Promotions and vouchers
- Points, tiers and rewards
- Referrals
Partners
A portal for resellers and referral partners, with deal registration.
- Partner onboarding and tiers
- Deal registration with approval
- Market development funds
- Shared pipeline
Reports and analytics
Dashboards, reports and analytics for every role.
- A command center per role
- Reports with PDF, Excel and CSV
- Scheduled email delivery
- Trends with comparison periods
Platform
Security, approvals, automation and the tools to fit the platform to your business.
- Roles and permissions
- Two-step sign-in and an audit log
- Approvals by a second person
- Custom fields, workflows and integrations