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  CRM and Sales

Finantix CRM is designed to:
   
Manage all phases of the relationship life cycle: engage, transact, fulfil and service
Transform client knowledge into actionable information and effective decision support
Support and coordinate all relevant business channels throughout the sales process
Monitor, track and act on every customer interaction across all touch points
Offer differentiated sales approaches according to current and potential client value and needs
Increase offer transparency, risk awareness and process visibility during the sales process according to regulatory rules and bank's guidelines
Synchronise with marketing services and applications such as campaign management, product cross selling tools and data warehouses
Tie together applications, information and services in an integrated desktop
Acquire and store client information at every interaction and provide access to the same information to all channels
   

Key functionality:
   
Single Customer View
Opportunity management
Pipeline analysis
Campaigns
Diary and task management
Product recommendation
Sales prompts
Proposal management
Cross-selling
Contact log
Alerts
Sales performance reporting
Special functions for call centres
 

Benefits:

   
A truly holistic single customer view across the enterprise and the different channels
Mastering customer interactions across all channels
Supports full scope of customer lifecycle processes, from prospect acquisition to ongoing activity monitoring
Actionable and precise techniques in recommending products and cross-sell opportunities
Salesforce automation, efficiency measurement and alerting
   

 

For more information: sales@finantix.com

 

 

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