Manage leads and customer visits
with mobile banking CRM
Streamline your retail and corporate banking with an effective lead and opportunity management solution. Enhance customer experience via prioritising key experience drivers across the entire journey and maximise sales efficiency.
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Turn conversation into a relationship with data
Upsell & Cross-sell
Manage loans & manage multiple product cycles
Automatic communication with customers via SMS
Real-time performance insights for self and team
Create and assign targeted sales campaign
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Use automated business roadmaps to eliminate redundancies. From the collection of docs to disbursing the loan applications, manage everything in one platform in a pre-defined set process.
Plan, track & manage any workflow process to ensure your entire team stays on the same page.
Right actions at the right time in sales process are vital. Empower team to build lasting relationships with the customer via pre-defined automated actions like tasks, follow-ups, etc. with CRM in banking.
Build a dynamic sales process that is completely flexible for the best buying experience.
Boost your team's efficiency by automated task allocation, customer visits, and day-to-day activities, to streamline the workflows for a better sales process and increase team performance.
Moreover, communicate & collaborate with the internal team in real-time for any sales collateral if required.
in DSA's Productivity
to Monitor Performance
in Sales Conversions
Capture leads from all sources & referrals via built-in forms across channels with zero leakage
Visualize data and track critical sales metrics with BI to improve business performance with banking CRM
Identify the leads that are ready for closures & automate distribution based on the rule engine
Gain real-time insights into stage and team-wise performance for improvement in TAT
Create multiple product opportunities & pipelines with unique stages as per the business needs
Automated workflows for key tasks, and increase efficiency to meet specific business requirements
This is a detailed guide for the companies to choose the mobile CRM solution best suited for the company needs. Mobile CRM adoption is a dicey journey for many. Many companies have tried it before and have made some errors in the deciding and adopting the right CRM.
Executive Assistant to Executive Director - Ion Exchange