CUSTOMER LIFECYCLE MANAGEMENT Never lose sight of your customers

Customer lifecycle management (CLM) has become a mainstay of state-of-the-art customer tracking. With BSI, you can perform very useful CLM – you always know what life and lifecycle phases your customers are in at any given time and how you can best support them.


Customer insights Alerts from BSI

With BSI, you can follow your customers attentively and independent of touchpoints along the entire customer lifecycle and continue to learn more and more about them. As a result, your sales team will find out in real time and based on key figures if a customer is close to a purchase decision or at risk of switching to the competition.

Customer proximity Relevant offers only

Based on the data collected and your customer’s current state of mind, BSI recommends the next best action. The more complete the customer profile is, the more potential triggers your marketing and sales team will have. You will delight your customer with highly personalized service and relevant offers.

Cost savings Knowing your customers will save you money

Winning new customers costs about ten times more than retaining existing customers. With BSI, you will identify at-risk customers early on and know, thanks to the 360° customer view, how to delight these customers again, thus retaining them. Using this approach, you will increase your customers’ loyalty and decrease your costs.

Customer lifecycle management: A practical example

Congratulations on winning the cup!

With the 360° view, you have all your customer’s information readily available in real time and can use it in the best possible way for your marketing activities. Your fully automated CLM knows when your customer celebrates his 50th birthday, receives his bonus, or is in a good mood because his soccer club wins the cup.

That is the time to take action. BSI automatically triggers your sales team at the right time to get in touch and runs the next best action tailored to the customer, for example, in the form of a signed congratulations card accompanied by a bottle of wine.

Small gestures like this will increase your customers’ loyalty and give you the best chance to be successful with your next specific offer. All this with minimal effort on your part. You can set up a personalized customer journey the same day and add the desired action using drag and drop. This approach saves your company money sustainably, while your small gift becomes a highlight for your customer.

Related Capabilities


BSI knows your business

Whether sales, marketing, service or customer insights: you can put our two million code lines and promising solutions together with equal ease – through uncompromising technology, a highly flexible data model and a captivating user experience.


Set up trigger-based, highly personalized customer journeys within 15 minutes with BSI. They help you provide an unforgettable experience and maximize your business success.


BSI offers a central, virtual advisor workstation with access to all relevant customer information. This improves the chances of a successful business conclusion.


BSI’s guided processes enable more efficient handling of customer issues. This saves you time and money in the long term, and makes your customers happy.


BSI provides you with powerful analytics, clearly arranged reporting dashboards and the possibility of data-based challenges to your decisions. BSI is your direct access to business intelligence.

Need to talk?

BSI provides answers.

Zeno Hug, Creator of Customer Delight

+41 58 255 99 59

BSI Customer Suite

Provide a truly compelling customer experience with seven products – all in one solution.