The Axioma service allows the integration of client and institution data into the CRM system based on specific countries, regions, institution types, and client positions. After adding the export information, this list of clients and institutions will be available to users who have access to the data.
Enter your login and password, then click "Log In."
In the window that opens, select the Admin Tool service.
Go to the Integrations section, select the Axioma tab, and click the Add button.
Once the service is opened, you can upload new information to the database.
In this section, you can:
- Select the country for which the upload will be conducted.
- Specify the language for the upload.
- Specify the regions for the upload.
- Specify the institution types for the upload.
- Optionally, you can filter the information by client positions.
After selecting all the filters, the top block will display information about the number of clients and institutions. Clicking on the information icon (ⓘ) will provide more detailed information for the selected tab.
Clicking on ⓘ in the Institutions section will display the following:
- Data on the total number of institutions.
- Data on the number of institutions by institution type. Clicking on it reveals the number of institutions by region.
- The option to group the display by region, showing the institution type breakdown when detailed information is opened.
Clicking on ⓘ in the Clients section will display:
- Data on the total number of clients.
- Data on the number of clients by specialization. Clicking on it reveals the number of clients by region.
- The option to group the display by region, showing the specialization breakdown when detailed information is opened.
After clicking Add package, information about the export package will be available on the main Axioma page. Here, you can review the general upload information and the current status of each package.