Banking Sales- Leads Funnel Management
function has an extensive complexity of locations,
people involved and products. CRM4SURE enables you new customer
acquisition through web enquiries, walk in
customers, sales agents, on-site marketing, events and direct sales force. You
can create new banking sales leads also monitor and
track the entire life cycle of a lead through various stages of maturity and
closure. With intelligent lead classification & allocation, notification
& alerts, sales force daily work management coupled with full enterprise
mobility- you cannot go wrong.
Banking Customer Service
Service request management could not be easier with CRM4sure through our flexible configuration.
You can set-up service request enquiries and complaints for different products.
You can track the throughput and effectiveness of customer service by daily
customer service activity report. Banking Customer is serviced well only when he thinks
that he is being served well. This is ensured by effective communication and
notification layer which keeps the customer updated on latest status.
Banking Channel Management and Development
Banking Sales, Service and Collections Channel hiring, retention and productivity
is key to success. Banking channel module enables you to manage a potential channel partner through various stages of
evaluation, business plan for channel, commercial terms, contract, setting up
of channel in banking systems, and hand-holding the channel till it achieves
stability. Apart from this, it allows you to maintain a complete channel
relationship management framework, where you can manage channel contact,
servicing a channel, channel compensation and channel recruitment.
any lending company which is in ‘Assets’ (receivables) business, ability to be
able to maintain your banking assests receivables in a healthy state is utmost critical.
CRM4SURE provides an unparalleled capability to manage all aspects of
receivables/collections management including HR, Collections field
effectiveness, Collections Telecalling, Pro-active calling, Collections
follow-up activity norms, enterprise mobility, field geo-location-tracking, and
many other features to maintain a transparent and real-time view of your
Banking Customer Relationship and Satisfaction
A multi-product banking customer provides high embedded value to the business. Using CRM4SURE, you can truly achieve your vision of having customers with multi-relationship
and long-tenure. This includes being able to tag a customer in terms of
product-affinity, ensuring that a customer is contacted regularly, monitoring
customer requirements fulfillment and doing targeted campaigns, cross-sell and
up-sell plan, intelligent assignment of the customers to relationship managers.