What is a Bank in terms of CRM?
A Bank has hundreds of thousands and millions of customers: individuals. individuals and legal entities.
Surprisingly, many banks still do not have CRM for managing current and potential customers (before automating payments). Banks have an ABS (Automated banking system) that deals directly with the calculations themselves: money transfers, loans, deposits, interest accrual – all under automated control. But there is no system that builds relationships with potential and current customers. Sellers often have very complex rules for accessing the client. For example, different service branches restrict access rights to the Client and significantly complicate the work of employees by not providing the necessary information for successful sales and quality service.
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Each Bank has a task to " add"
in the sales Department do not understand who, what to sell and by what logic? They don't have a complete, unified picture of the "client".
Sales managers lack a single window with the right access rights, where everything would be known about the client: all communications, chatbots, social networks.networks, mobile applications, requests on the site, calls to the call center, calls to the support service, account balances, realized additional sales. A Bank employee cannot see all the Analytics and history of the Bank's interaction with a specific Client.
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