Most companies struggle at this very first step, collection of enough data that makes some sense. This is why Scrubbed has focussed so much on simplifying the all-round data collection. In fact, it's more or less preconfigured to collect data from your website, PPC campaigns, Facebook, CRM, point-of-sale, offline and more.
Build segments with your own set of rules such as, 'already a customer' 'existing health problems' 'profession'. Use it as eligibility criteria to give an offer, proceed for sales or use it as filters to analyze consumers.
'Aron' explained the insurance scheme while 'Tim' completes the documentation formalities. Policy approval from John is still pending. You need someone like Scrubbed who reminds John via email & SMS to complete his task.