Adsatis ClientCentricity practice delivers a range of advisory and implementation services. We assist clients to measure and track client activity, improve the efficiency, profitability and effectiveness of their distribution processes and implement meaningful and informative CRM solutions. We understand industry best practice and also recognise that no two organisations are the same, so we always tailor our solutions and advice to ensure that performance is optimised for our client’s organisation.

The main areas of expertise are:

Bespoke Client Analysis

We deliver a highly customised service providing in-depth client research and analysis solutions enabling organisations to answer the key questions which will determine the success of their client relationships and profitability of their business.

This includes:

  • Tailored information gathering – by client type, location and by product
  • Bespoke output to meet specific information needs – customised client reports, analysis and summaries
  • Analysis of key themes and recommendations on client and business strategy
  • We use experienced business specialists to gather information. This ensures effective client engagement and the highest quality output

Sales and Client Evaluation

We are the leading consultancy assessing and advising on client evaluation, based on many years’ data and analysis of industry best practice.

We provide:

  • Value and methodology benchmarking – This includes the Adsatis Sales Credit Survey – a detailed peer group analysis of all aspects of valuing client transactions for non-commission products
  • Best practice industry information on all aspects of client evaluation and sales performance management – cross selling, sales incentivisation, client targeting and profitability analysis
  • Advisory services for design and implementation of sales and client evaluation systems
  • The supply of in-house systems or managed services to provide cost-effective and timely solutions to monitoring and reporting on client revenues