NBFC Sales - Leads Funnel Management
CRM4SURE provides extensive sales capability for
Non-Banking finance companies. You can manage new NBFC customer acquisition through
Leads Management, Event
Management, Sales Planning, Sales Daily Work Management, Field-Sales movement
& Activity Tracking, Sales Trip-Tour Planning, Lead Lifecycle Workflow and
sales reporting and analysis. You can manage existing customer relationship across multiple products.
NBFC Customer Service
CRM4SURE enables you to manage service requests, queries and complaints across the various NBFC products and offerings. You can
create interface for daily service report for all NBFC customer service related
activities. As each product is unique, you can create different service
categories for different products and situations. This will give
you a tremendous capability to have a practical work-flow suited to each
different product and service request.
NBFC Channel Development and Management
In CRM4Sure, you can manage entire new channel partner appointment life cycle including NBFC prospective partner leads, partner evaluation, contracting, set-up, hand-holding and
development. You can create process flows for channel servicing like collaterals, below the line activities and documentation. CRM4SURE enables you to manage channel relationship through periodic contact, channel
issue management, servicing and channel updates-reporting.
NBFC has timely collections-receivables as one of the
foremost success factor. CRM4SURE offers a complete solution for collections
Management, which includes Daily Collection Activity Report capture, NBFC collection agents
field movement and geo-location GPS tracking, Work Management, agents trip-tour planning, Collectibles assignments and Notifications on the Collections Achieved. It helps you to manage direct employees, individual agents on hire or
collections 3rd party channels.
NBFC Customer Relationship and Satisfaction
CRM4Sure enables an NBFC to execute end-to-end game plan to maximize its share of wallet of a customer, by providing range of
financial products and services. You can categorize-tag for customer profiling as per
priority-risk-affinity, set-up segment specific process work-flow, monitor daily customer contact activities, and get consolidated view of range of activities to be done with the
same customer (service, relationship call, cross-sell, up-sell, targeted