Siloed and multiple systems used by different business lines for sales management.
Tedious customer on boarding process with fragmented process visibility and status tracking.
Difficulties in tracking relationship management activities, pipeline management and conversions.
Limited visibility of events and campaigns organized by branches and particular business sales team to other nearby branches and sales teams.
Hopping between multiple systems for getting customer information.
Capturing leads across channels on a single integrated platform including web, mobile, email, SMS, branch, etc
Displaying cross sell offers based on various triggers across all touch points with fast track closure process
Complete profile capturing and action items in prospect and customer 360 view
Closing the loop between sales and marketing by tracking lead conversions and ROI in digital Banking CRM
Managing end to end on boarding process on a single system by integration with back office and line of business systems.
Easy on boarding process for all products with guided call scripts for cross selling and service activations like bill pay, internet banking, debit cards etc
Multiple alert facility at each stage to keep customer informed of on-boarding process with CRM for Bank
RM activity calendar management and travel reimbursements with CRM in banking
Quick and easy creation of campaigns and events across with automated approval process based on pre-defined checklist
Ability to invite partners and alliances to increase event reach
Giving visibility of campaigns to all sales teams and nearby branches with ability to participate. Thus boosting ROI
Quick view of campaigns directly through calendars
RM activity calendar management and travel reimbursementsDetailed catchment area information and actionable intelligence through integration with Pitney Bowes
Creating plans and setting targets based on multiple parameters like no. of accounts, customer mix, product mix, users, territories etc
Implementing real time tracking mechanism by displaying conversions at each stage on a single consolidated screen
Auto-calculating the required number of leads, campaigns, interactions and conversions on daily basis
Develop timely course correction strategies to ensure target achievement
Delightful Customer Experience Intuitive interface with a clear process helped improve customer journeys from needs to fulfillment
Streamlining Customer Engagement Consistent messaging and visibility at all touch points helped streamline the entire customer management process
Amplified Workforce Performance Improved team productivity resulted into higher lead generation and conversion with complete accountability over the entire process.
Increased Cross Sell Shared events and personalized offers across all touchpoints resulted in more cross selling opportunities with higher conversion rates
Actionable Performance Insights Transparent visibility of Sales and RM activity helped to bring in accountability and boost productivity