Insurance CRM Software: A powerful tool for policy sales & renewals

You'll be very surprised to know Insurance reach is still low in a country like India. According to Ibef , overall insurance penetration ( premiums as % of GDP) was…

Missed calls don't have to mean missed sales
Missed Sales Calls: A Roadmap to Fix Missed Sales Opportunity

Have you ever missed a call from a potential customer and later realized that it could have been a missed sales opportunity?   If so, you're not alone. In fact, data…

4 Reasons Why Customer 360* is Important to Close More Deals

According to the study conducted by Gartner in 2022, only 14% of organizations have achieved a customer 360* view. When everyone is pushing hard to get more data on customers,…

Reduce customer onboarding TAT with banking CRM
  • July 30, 2022
  • B2B
  • (0)
How Banking CRM Improves Onboarding TAT in the Banking Sector

Since the turn of the century, the financial landscape of banks has changed tremendously. As the current financial market has become more and more personalized, the demand for digital adoption…

  • July 18, 2022
  • B2B
  • (0)
Benefits of Banking CRM in the Banking Industry

Financial Institutions have always been heavily dependent upon the customers to make money and it has been no different for banks. In today's world, banks prioritize excellent customer service and…

CRM IN BANKING
Bank CRM: Enable Digital Customer Onboarding in Ease

The customer onboarding process is the first experience any new customer has with a bank. It's also a crucial opportunity for banks to make an impression on their customers. A…

The 5 Ways To Enhance Your Customer Onboarding Process

Always close the sale! This is the first thing you need to do when you're selling something. You want to make sure that the person buying what you're offering wants…