Get a single-point CRM solution for Financial Lending, Deposits, Trading
and advisory. Ensure an integrated capability of Sales, Service, Collections,
Channel, HR and other front-end functions.
With CRM4sure, manage new NBFC customer acquisition through Leads Management, Event Management, Sales Planning, Field-Sales movement & Activity Tracking, Sales Trip-Tour Planning, Lead Lifecycle Workflow and sales reporting and analysis.
Track any SR or complaint from capture to closure, with close monitoring of every service activity. With real-time customer updates, Escalations, productivity and Service Level Agreement compliance, achieve excellent customer satisfaction.
Manage new channel appointment including prospective partner leads, evaluation, contracting, set-up, and development. Create process flows for channel servicing and promotion. Manage channel relationship through periodic contact and issue management.
Get a complete solution for collections Management, including Daily Collection Activity Record, collection agents’ field movement, geo-location tracking, route planning, Collectibles assignments and Notifications on the Collections Achieved.
Maximize customer share of wallet with cross-sell & up-sell of your products. Do detailed customer profiling, for targeted marketing campaigns. Monitor daily customer contact activities, and get ‘Single Customer View’ on all touch-points including sales, service, collections and campaigns.
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