CRM Presentation VeriPark 1
|
|
- Julius Garrett
- 8 years ago
- Views:
Transcription
1 CRM Presentation 2013 VeriPark 1
2 Agenda VeriPark introduction VeriTouch overview Single customer view Call center automation Complaints and service requests Master data management New customer enrollment Investor profiling Lead generation Event management Suggested Implementation Plan 2013 VeriPark 2
3 VeriPark Software house specialised in finance Established in employees Headquartered in Istanbul Banking know how Our Highlights: 2013 MS Customer Excellence Award Winner 2011 Global Partner of the Year, Dynamics FSI 2010 Global Partner of the Year, Dynamics FSI 2010 Country Partner of the Year, Turkey Microsoft Gold Certified Partner 2013 VeriPark 3
4 VeriPark Axeed Partnership Our Partnership Axeed: Local MS CRM Specialist Local project management Local implementation Local language Local support VeriPark Delivers VeriTouch software Remote customization Remote support Remote resources 2013 VeriPark 4
5 References Customer acquisition cases DenizBank Dexia in Turkey 42,000 new customers in three months Kuveyt Türk Kuveyt Finance House in Turkey 27,000 new customers in one month TEB BNP Paribas in Turkey 25,000 SME loans booked in 3 years Operational excellence cases FinansBank Private banking saved 900K Euros a year DubaiBank Received Ethos Consultancy award of customer excellence VakifBank Customer care accelerator Reduced call handling times by 17% Cross-sell / up-sell cases DenizBank Online Selling 200,000 products sold online! Garanti Pension Increased sales team efficiency by 25% ING Turkey CRM implementation in 6 months 2013 VeriPark 5
6 VeriTouch Features Enterprise CRM for universal banking 360 degree view of customer Accounts and cards, policies Alerts & offers Interaction history Customer master data New customer enrollment & KYC capture Static data updates Campaign management Targeted lists based offers Lead distribution to branches Sales management Product wise pipeline Lead capture at the branch and call center Performance scorecard Complaints and service requests Complaint capture & assignment SLAs and escalations Contact center IVR / CTI integration 360 pop-up & unified agent desktop Segmentation Client migration Value proposition Retention & Loyalty Surveys, Loyalty Tiers Branch front office Teller Seller Customer on-boarding Advisor 2013 VeriPark 6
7 The Single View Products / Offers/ Alerts / Interactions 2013 VeriPark 7 7
8 Business need for Single View Servicing efficiency Loads up fast Consolidates many screens into one screen Cross sell / up sell tool Provides targeted campaigns information Eligible products information Alerting tool Increased compliance Pro-active actions management Interaction history display tool 2013 VeriPark 8
9 Single View for a retail banking client 2013 VeriPark 9
10 Interaction timeline shows all the contacts made with the customer showing the content and channel of the interaction 2013 VeriPark 10
11 Eligible products and purchasing propensity is displayed on 360 and with one click user can see history of product sales attemps 2013 VeriPark 11
12 Single View for a corporate banking client 2013 VeriPark 12
13 The Contact Center 2013 VeriPark 13 13
14 Call center pop up Agent pop up has the most common functions and a link to 360 degree 2013 VeriPark 14
15 Call center as a profit center Service requests Balance inquiries, cheque inquiries, due date inquries Statement requests, by , by fax Card activation, de-activation, pin setting Stop lost card, cheque book request, other maintenance requests Bill payments, card payments, mobile top ups Transfers, remittances User profile maintenance, address change, mobile no change, etc Loan application, supplementary card application, overdraft activation Single view 360 implementation Lead capture INBOUND Product / campaign inquiry Complaints capture Knowledge base Sales Campaigns Target List based campaigns Scripting support Queue based call distribution Auto-dialer enabled Inbound calls re-sysnc Sales fulfilment Campaign performance and conversion rate reporting Exclusion list support Collections OUTBOUND Satisfaction surveys Information calls Event based selling Internet banking customer care Account unblocking Limit verification Call me back 2013 VeriPark 15
16 Lead Capture At Call Center Capturing customer details Capturing product interests Asking customer preferences Assigning to sales team Follow up by «My Referrals» report 2013 VeriPark 16
17 Banking transctions access from the same window in CRM 2013 VeriPark 17
18 The Customer Experience Complaint Inquiry Suggestion 2013 VeriPark 18 18
19 Complaint resolution in CRM Simple vision: Customer tells the story only once!, They receive an SMS, Thank you for your feedback, this is your tracking number Complaints are assigned to queues for operations (26 queues defined), Card ops / Cash ops / IT / Admin / Branch queues SLA s are defined on segments and priorities of complaint types, 2013 VeriPark 19
20 A Sample Process 2013 VeriPark 20
21 Rich Set of Complaints Are Automated Rich set of complaints are automated 2013 VeriPark 21
22 Complaints dashboard Complaints Dashboard 2013 VeriPark 22
23 Master Data Management Enrolment / Data Update 2013 VeriPark 23 23
24 New Customer Enrollment Process New customer enrolment Internal black list search Central bank search World Check Automatic de-duplication on save Field validations enforcement New account opening Manager approvals Policy enforcement KYC requirements capturing Maker checker process Automatic facilities Cheque book application Debit card application SMS banking subscription Welcome kit VeriPark
25 New customer enrollment process Define Prospect in CRM Central Bank Check Internal Black List World Check (AML) Print forms Account opened (Debits only) Manager approval (if required) Open Current Account Generate CIF in Core Scan forms to CRM Apply debit card, apply sms banking Scan signature Account activated by BO 2013 VeriPark 25
26 Account openning Automatic form printing Joint account support Debit card application SMS banking subscription Cheque book request Rule enforcement Manager approvals Maker / checker controls Improved productivity Reduced TATs 2013 VeriPark 26
27 Investor Profiling and Placement 2013 VeriPark 27 27
28 Any survey can be automated in CRM 2013 VeriPark 28
29 Each question response is linked with the customer 2013 VeriPark 29
30 Survey results are reflected to the custome record 2013 VeriPark 30
31 Customer Info Update Process All customer info updates will be done by CRM LOB systems should not update customer static information Changes can be audited Before / after values Changes will trigger update processes to LOB systems 2013 VeriPark 31
32 Information Update Auditing All customer changes leave audit trail Before / after values Signature view available 2013 VeriPark 32
33 Segmentation Criteria / Promotions / Demotions 2013 VeriPark 33 33
34 Segmentation Segments are defined in CRM Segment mappings are defined in CRM Promotions / Demotions calculated at certain intervals Approval tasks are sent to RMs 2013 VeriPark 34
35 Segmentation criteria is defined as a search filter 2013 VeriPark 35
36 Life Stage Based Segmentation 2013 VeriPark 36
37 Financial HealthCheck Advisory Tool 2013 VeriPark 37
38 2013 VeriPark 38
39 Visits and Call Plans Call reports / Surveys / Contact frequency 2013 VeriPark 39 39
40 Structured meetings and call plans Sales follow up Sales planning Contact customer Meeting the right customer the right way: -AUM -RUM -Profitabiliity -CSI -Household income Meeting follow up 360 or 720 meetings Meeting preperation Appointment distribution Meeting note entity Lead capture form Sales process 2013 VeriPark 40
41 Call plans and frequencies Segment Call 1 ( 1-10 days) Call 2 (30-40) Call 3 (60-70) New Welcome package Did you like the package Affluent Want e-services access? Want overdraft limit? Private Welcome to private banking. Client profiling questionaire Have you opened internet banking? Have you used chauffer drive feature? Interested in investing in modern art? Segment Frequency of call New 90 Affluent 45 Private VeriPark 41
42 The Sales Machinery Lead Generation / Lead Convertion / Cross sell / Up sell 2013 VeriPark 42 42
43 Inbound sales process Management Sales Dashboard Campaigns Dashboard Origination Dashboard OPEX Dashboard KPIs, SLAs, TATs Targets vs Actuals Direct Channels Web site Call center / Tele sales unit ATM Internet banking Mobile banking Unqualified Leads Qualification Eligibility De-dup Opportunities Assets Products Direct Sales / Tele Sales Finance Origination Phone calls CRM Automatic Opportunity Closures Core Banking Walk-in customer Customer referralls Qualified Leads Branches Eligibility De-dup Blacklist check Opportunities Liability Products Branches Account Origination Staff referralls Offers Targeting market lists Sales literature Competitor information Cross sells and up sells Marketing Product Management 2013 VeriPark 43
44 Outbound sales process Management Sales Dashboard Campaigns Dashboard Origination Dashboard OPEX Dashboard Branches Products Target Market Lists CRM Campaign Management Phone Calls Messages TeleSales SMS Responses CRM Sales Force Management Assets, Bankassurance Direct Sales / Tele Sales Automatic Opportunity Closures Finance Origination Core Banking Marketing Offers, Campaigns Banners ATM Liability, Investment Branches Account Origination Internet Banking E-Statements 2013 VeriPark 44
45 Lead Generation Lead Capture / Assignment / Cross -Sell / Up-Sell 2013 VeriPark 45 45
46 Campaign management Campaign = an offer within limited time, Savings account campaign with a promotion A cross sell example: Find customers with fixed deposit accounts of more than 100,000 Euro value and offer them the new savings account. 65,000 people to call!!! How can we distribute these phone calls to branches and telesales team 2013 VeriPark 46
47 Define the campaign Define the campaign 2013 VeriPark 47
48 Associate with marketing lists Associate with targeting lists 2013 VeriPark 48
49 Prepare the call script 2013 VeriPark 49
50 Distribute 65,000 phone calls to a team of VeriPark 50
51 Then monitor execution Then monitor execution 2013 VeriPark 51
52 Event Management 2013 VeriPark 52 52
53 Event management Planning for events, capturing attendance and organizing follow up Event planning Invitation sending with registration link Event web based registration Secure are for event registration Event attendance tracking 2013 VeriPark 53
54 Attendance tracking 2013 VeriPark 54
55 Suggested Implementation Plan 2013 VeriPark 55 55
56 Suggested Implementation Plan The sales machinery Portfolio management New customer enrolment Customer experience management Single view / Call Center Service Requests In Parallel 2013 VeriPark 56
57 Questions and Answers Ozkan Erener VeriPark oerener@veripark.com 2013 VeriPark 57
Customer Acquisition and Cross Selling at Every Opportunity
Customer Acquisition and Cross Selling at Every Opportunity MULTI-CHANNEL DELIVERY BANKING CRM WEALTH MANAGEMENT LOAN ORIGINATION Ozkan Erener General Manager www.veripark.com 2 Agenda VeriPark Introduction
More informationMULTI CHANNEL CUSTOMERS EXPERIENCE IN RETAIL BANKING. Presented by: Kalidas Ghose, Director of Retail Banking Division, VP Bank
MULTI CHANNEL CUSTOMERS EXPERIENCE IN RETAIL BANKING Presented by: Kalidas Ghose, Director of Retail Banking Division, VP Bank Customers are not loyal to the brand They are loyal to the service 2 Factors
More informationFinancial Services Banking
Deloitte Digital Presentation Title 1 Financial Services Banking Industry Breakout Session Part 2 Deloitte & Salesforce.com Customer Experience conference Michael Parker @414Parker 17 June, 2014 Deloitte
More informationAccelerate Innovation. Get a 360 view of customers Finacle CRM Solution
Accelerate Innovation Get a 360 view of customers Finacle CRM Solution Delight customers today, retain them tomorrow The ultimate goal for any business is to attract and retain delighted customers. Transformation
More informationHow to make effective Outbound Contact Center. Taweewut Waicharoen April 9,09
How to make effective Outbound Contact Center Taweewut Waicharoen April 9,09 Agenda Overview of Outbound Contact Center Telemarketing and Collection business practices Virtual Agents KPI in Contact Center
More informationCONTENT INSURANCE CORE WITHIN CRM 1.1. 1.2. 1.3. 1.4. 1.5. 1.6. LEVERAGE 5.1. 5.2. 5.3. 5.4.
CONTENT INSURANCE CORE WITHIN CRM 1.1. 1.2. 1.3. 1.4. 1.5. 1.6. PROVEN INSURANCE DATA MODEL...6 GENERIC INTEGRATION INTERFACE...6 COMMUNICATION CHANNEL CENTRALIZATION...7 LOCALIZATION...7 MOBILE CRM INSURANCE2...8
More informationThe CRM that Defines Innovation. Bill Armistead, Product Sales Specialist CONNECTIONS
The CRM that Defines Innovation Bill Armistead, Product Sales Specialist CONNECTIONS The CRM that Defines Innovation What is CONNECTIONS? CRM (Customer Relationship Management) Enterprise-wide, web-based,
More informationCRM Solution for Banking
CRM Solution for Banking Focus on Customer Centricity CRM Challenges in Banking The financial services industry is undergoing a period of sweeping changes driven not only by the fallout of the economic
More informationAn Oracle White Paper October 2010. Siebel Financial Services Customer Relationship Management for Banking
An Oracle White Paper October 2010 Siebel Financial Services Customer Relationship Management for Banking Executive Overview Banks are in constant interaction with customers. A winning and proven strategy
More informationManaging all your customer interactions Ambit CustomerConnect
RETAIL BANKING Customer Management Human. PRODUCT SHEET Managing all your customer interactions Ambit CustomerConnect SunGard s Ambit CustomerConnect provides banks with an integrated, centralized solution
More informationOmnichannel Evolution & Dynamic CRM
Alessandra Cambiago Customer Base & Multichannel Banking Director CheBanca! SpA, Mediobanca Group - Italy SAS Customer Intelligence Roadshow, 24 th September 2014 Prague CheBanca! document. Circulation
More informationEVOLVE Customer Relationship Management
EVOLVE Customer Relationship Management With EVOLVE CRM, optimize your sales resources, reduce administrative costs and achieve constistent customer-oriented busieness process Organization and deliver
More informationORACLE TELESALES ORACLE DATA SHEET KEY FEATURES
ORACLE TELESALES KEY FEATURES Maintain customer and contact information View of business activities across operating units Lead and opportunity management Quote and order management Forecast management
More informationTariff of Charges FIRST
Tariff of Charges FIRST QNB First Membership QNB First Membership QNB First - Premium (Debit Card) QNB First - World Card (Debit & Credit Card*) *subject to the Bank's Terms and Conditions Accounts Local
More informationATM Channel Management
Hosted by: Presented by: ATM Channel Management Agenda Introduction Marketing at the ATM ATM Availability Management Software Deployment Future of Channel Management Q & A Introduction ATM Channel Management
More informationPowered by Cobweb. CSP Enablement. Vuzion Partner programme overview
CSP Enablement Vuzion Partner programme overview About the Program About You About our Smart Ecosystem The Vuzion CSP Enablement Program is designed for channel partners who are looking to obtain a 1-Tier
More informationBusiness Profile(BPO Division)
Business Profile(BPO Division) Krystal Integrated Services Pvt. Ltd. Krystal Integrated Services Pvt. Ltd., in response to ever increasing need of High quality business with minimum cost formed a Business
More informationContact Center Trends and Future
Contact Center Trends and Future The Dynamic Contact Center Keith Pearce & Tamal Islam Consistent experience Internet integration Limit hold times Customer Experience New channels web, chat, SMS Differentiated
More informationOracle Telesales. Comprehensive Customer Management. View of Business Activities Across Operating Units
Oracle Telesales Oracle Telesales is an inside sales application, optimally designed for contact center professionals, whether they are inbound or outbound telesales agents. Oracle Telesales provides a
More informationAddress Verification Communication Services. CAF Pickup Insurance. Time base Dunning (Collections Health care. Outbound) Business Development
Business Profile Krystal Integrated Services Pvt. Ltd. BPO Division Krystal Integrated Services Pvt. Ltd., in response to ever increasing need of High quality business with minimum cost formed a Business
More informationMike Pratt. Turning conversation into sales CRM at Westpac
Turning conversation into sales CRM at Mike Pratt Group Executive, Business & Consumer Banking Retail Finance Asia-Pacific Conference & Expo Kuala Lumpur 30 th March Agenda Background Key challenges for
More informationÁngel Rivera Head of Retail & Commercial Banking
Ángel Rivera Head of Retail & Commercial Banking Banco Santander, S.A. ("Santander") cautions that this presentation contains forward-looking statements. These forward-looking statements are found in various
More informationNCR BRANCH TRANSFORMATION SOLUTIONS
NCR BRANCH TRANSFORMATION SOLUTIONS Maximizing the profitability of your branch network Putting the retail back into retail banking PUTTING PROFITABLE, RELATIONSHIP BANKING FIRST AND FOREMOST Your branch
More informationYour Customer Is In Control
Your Customer Is In Control A majority (74%) of buyers research their work purchases online (Forrester) The average deal has over 8 decision makers, a 43% increase from 3 years ago (IDC) Source: September
More informationWhitepaper The Role of Customer Relationship Management (CRM) Solutions for the Outbrokerage
Whitepaper The Role of Customer Relationship Management (CRM) Solutions for the Outbrokerage Agency Management Case Managers Underwriting Specialists Table of Contents The opportunity...3 The advantage
More informationMicrosoft Dynamics CRM for Financial Services. Making customers the heart of your business.
Microsoft Dynamics CRM for Financial Services Making customers the heart of your business. In today s competitive financial services market the focus is the customer making sure the customer is at the
More informationAvaya Aura Contact Center 6.2
Avaya Aura Contact Center 6.2 Avaya Aura Contact Center 6.2 is a context-sensitive, collaborative, voice and multimedia customer contact solution that allows enterprises to anticipate, automate and accelerate
More informationIn 2001. in the Wasatch mountains of Utah Agile manifesto was signed
The Agile Company In 2001 in the Wasatch mountains of Utah Agile manifesto was signed Manifesto for Agile Software Development Individuals and interactions over processes and tools Working software over
More informationCustomer Care for High Value Customers:
Customer Care for High Value Customers: Key Strategies Srinivasan S.T. and Krishnan K.C. Abstract Communication Service Providers (CSPs) have started investing in emerging technologies as a result of commoditization
More informationVertical Solution for Financial Services. Powered by Microsoft Dynamics CRM
Vertical Solution for Financial Services Powered by Microsoft Dynamics CRM COMPLIANCE WITH SAUDI MARKET The application is developed to cater the Saudi market and fully complies with the governing rules
More informationCRM. Best Practice Webinar. Next generation CRM for enhanced customer journeys: from leads to loyalty
CRM Best Practice Webinar Next generation CRM for enhanced customer journeys: from leads to loyalty Featured guest speaker Leslie Ament SVP Research and Principal Analyst at Hypatia Research Group and
More informationAnalytical CRM solution for Banking industry
Analytical CRM solution for Banking industry Harbinger TechAxes PVT. LTD. 2005 Insights about What are the reasons and freq. for a customer contact? What are my product holding patterns? Which of my are
More informationOPTIMIZE SALES, SERVICE AND SATISFACTION WITH ORACLE DEALER MANAGEMENT
OPTIMIZE SALES, SERVICE AND SATISFACTION WITH ORACLE DEALER MANAGEMENT KEY FEATURES Manage leads, configure vehicles, prepare quotes, submit invoice and process orders Capture customer, vehicle and service
More informationAvaya Aura Contact Center 6.4
Avaya Aura Contact Center 6.4 Avaya Aura Contact Center 6.4 is a context-sensitive, collaborative, voice and multichannel customer experience management solution that allows businesses to manage all types
More informationBEAT THE ELITE HOW TO USE CRM TO OUT COMPETE YOUR RIVALS.
BEAT THE ELITE HOW TO USE CRM TO OUT COMPETE YOUR RIVALS. 1 CONTENTS INTRODUCTION 2 ACHIEVE TARGETED MARKETING 6 CUSTOMER SERVICE AND SATISFACTION 3 EMPOWER STAFF WITH MOBILE CRM 7 DON T RELY ON SPREAD
More informationAccounts. EGP 50 for every current account below EGP Minimum balance Commission
Minimum Opening Balance. Current account opening fees Saving account opening fees without having other opened accounts Account annual fees Statement of Account fees. Accounts EGP 10000 or its equivalent
More informationMARKETING AUTOMATION SEMINAR 7.3.2013 BERTRAND MAUGAIN. ez Systems
MARKETING AUTOMATION SEMINAR 7.3.2013 BERTRAND MAUGAIN ez Systems ez Marketing Automation Increasing Revenue Performance ez helps optimizing digital experiences When content management meets Marketing
More informationCustomer Analysis CUSTOMER VALUE CUSTOMER CUSTOMER ASSESSMENT SEGMENTATION MANAGEMENT
Customer CUSTOMER VALUE CUSTOMER CUSTOMER ASSESSMENT SEGMENTATION MANAGEMENT Companies are continuing to adopt a more customer-centric approach to doing business, realizing that in this competitive marketplace,
More informationDriving Insurance Profitable Growth Using CRM On Demand. Oracle Capital Markets Solutions Footprint
Driving Insurance Profitable Growth Using CRM On Demand Oracle Capital Markets Solutions Footprint Safe Harbor Statement The following is intended to outline our general product direction. It is intended
More informationAvaya Aura Contact Center 6.2
Avaya Aura Contact Center 6.2 Avaya Aura Contact Center 6.2 is a context-sensitive, collaborative, voice and multichannel customer contact solution that allows enterprises to anticipate, automate and accelerate
More information2014 STAR Best Practices
2014 STAR Best Practices 1 2014 STAR Best Practices General Servicing Best Practices... 3 Investor Reporting and Accounting... 3 Optimize personnel... 3 Quality and management oversight is key... 3 Reporting,
More informationCobweb Cloud Reseller in a Box. Channel program overview
Cobweb Cloud Reseller in a Box Channel program overview About the Program The Cobweb Cloud Reseller in a Box Program is suitable for channel partners who want to build a sustainable business model by maximizing
More informationSage CRM. Communicate, Collaborate, Compete with Sage CRM
Sage CRM Communicate, Collaborate, Compete with Sage CRM FEATURES AT-A-GLANCE FOR ALL USERS Easy to use with fresh look and feel Fully customisable interactive dashboard End-user personalisation of interface
More informationTools to manage your business growth, strategically
Increase my revenues Service my customers well Do more with less Tools to manage your business growth, strategically Ensure process compliance What is CRMnext? CRMnext is a comprehensive, easy-to-use,
More informationContinuous Customer Dialogues
Continuous Customer Dialogues STRATEGIES FOR GROWTH AND LOYALTY IN MULTI-CHANNEL CUSTOMER-ORIENTED ORGANIZATIONS whitepaper TABLE OF CONTENTS: PAGE Overview...3 The Continuous Customer Dialogue Vision...4
More informationAdvanced Multichannel Order Management Solutions That Optimize Sales Performance
Advanced Multichannel Order Management Solutions That Optimize Sales Performance Analytics that help you make accurate, informed decisions Scalable and Vendor-Neutral; work with any service provider Over
More informationACCELERATE INNOVATION. Get direct access to customers. Finacle Direct Banking Solution
ACCELERATE INNOVATION. Get direct access to customers. Finacle Direct Banking Solution A new way to reach tomorrow s customers As financial institutions seek to thrive in a changing world, they have realized
More informationBANKING OPERATIONS MIDDLEWARE INTEGRATION DOCUMENTS OF PROOF HIGH SCALABILITY SCHEDULING UNIFIED CLIENT ACCOUNTS VIEW OMNICHANNEL SUBSCRIPTION
ebankit 2013 The Internet Banking Solution is the most used electronic channel nowadays by various Bank clients, not having the necessity to go to the Bank and handle daily operations. The Internet Banking
More informationTitle. The Customer Experience Imperative
Delivering Positive Student Experiences Daniel Harrison Director, Higher Education - Australia Title 2007 RightNow Technologies, Inc. The Customer Experience Imperative 99% are likely to recommend your
More informationInteraction Center Sales & Marketing Detailed View
Interaction Center Sales & Marketing Detailed View SAP Enhancement Package 3 for SAP CRM 7.0 Customer Agenda Positioning Overview Details 2013 SAP AG or an SAP affiliate company. All rights reserved. Customer
More informationTouchPoint Sales: Tools for Accelerating a Multi-Channel, Customer-Focused Sales Process. Kellye Proctor, TouchPoint Product Manager
TouchPoint Sales: Tools for Accelerating a Multi-Channel, Customer-Focused Sales Process Kellye Proctor, TouchPoint Product Manager Migrating To a Sales 2.0 Culture Changing Institutional Behavior and
More informationBanking. Using collaborative customer knowledge to increase operational efficiency while retaining loyal, profitable customers
Banking Using collaborative customer knowledge to increase operational efficiency while retaining loyal, profitable customers In today s challenging global economy, strengthening customer relationships
More informationGetting Business Value from Customer Engagement. Chet Geschickter, Research Director Gartner Energy & Utilities Industries Research
Getting Business Value from Customer Engagement Chet Geschickter, Research Director Gartner Energy & Utilities Industries Research 1 How Gartner Delivers Value Gartner research helps clients review, develop,
More informationNavsya Technologies Pvt. Ltd. BlueChilli CRM
Navsya Technologies Pvt. Ltd. BlueChilli CRM Solution Agenda What is CRM? CRM SFA Overview System Features Sample Screenshots What Is CRM? How does it differ from simple contact management? Customer Facing
More informationTouchPoint Customer-Centric Banking: Optimizing Customer Interaction Across Your Channels
TouchPoint Customer-Centric Banking: Optimizing Customer Interaction Across Your Channels Michel Jacobs EVP New Solutions Strategy Scott Cramer VP Channels Product Management Key Retail Banking Trends
More informationTOP 5 CRM SOFTWARE SUPPLIERS GUIDE 2012
TOP 5 CRM SOFTWARE SUPPLIERS GUIDE 2012 1. CLICKHQ BY CLICK INNOVATION CLOUD BASED CRM SOFTWARE FOR SMALL BUSINESS Overview Designed, developed and supported in the UK by people who have built and run
More information35 Examples How Sales Teams Benefit from Microsoft Dynamics CRM
35 Examples How Sales Teams Benefit from Microsoft Dynamics CRM Achieving Growth Targets 1. Managing Sales Goals Sales teams need to know how they re performing in comparison to their sales goals. Are
More informationREAL ESTATE PORTAL SOLUTION. Ver 1.11
REAL ESTATE PORTAL SOLUTION DEVELOPER CONSUMER AGENTS Ver 1.11 Techzone Real Estate Portal Solutions end to end property system platform - Ver1.11 Page 1 Index of the documents Chapter page No. Introduction
More informationLead Management CRM Marketing Automation Powerful. Affordable. Intuitive. gold-vision
Unify your communications with Gold-Vision, a fully featured CRM solution with customer Contact, Sales, Marketing, Projects and Events. Gold-Vision stands out from the crowd with interactive dashboard
More informationRequest for Proposal for Implementing CRM in ACI Agribusiness Terms of References (ToR) for ICT vendors to submit proposal
Request for Proposal for Implementing CRM in ACI Agribusiness Terms of References (ToR) for ICT vendors to submit proposal A. General: This Request for Proposal (RFP) refers to the Terms of Reference (TOR)
More information1.0 Registration on EBankig 8. 0.0. Registration on EBankig 7
1 Contents: 1.0. Registration on EBankig 5 1.0. Registration on EBankig 6 0.0. Registration on EBankig 7 1.0 Registration on EBankig 8 1.0. Login on Ebanking.9 2.0. Login on Ebanking......10 2.0. Login
More informationChapter 5: Customer Relationship Management. Introduction
Chapter 5: Customer Relationship Management Introduction Customer Relationship Management involves managing all aspects of a customer s relationship with an organization to increase customer loyalty and
More informationMaking Small Business Finance Profitable
Making Small Business Finance Profitable Key Lessons Learned about Applying New Technologies to SME Finance Peer Stein, Banking Advisory Group December 5, 2002 Shifting the Productivity Frontier Productivity
More informationDeloitte and Salesforce.com Bringing cloud computing to the banking industry. Cover head Cover head insightful
Deloitte and Salesforce.com Bringing cloud computing to the banking industry Cover head Cover head insightful Retail banking operations are recovering from one of the biggest shocks in industry history.
More informationCapital Markets Day Athens, 16 January 2006 ALPHA. Retail Banking. G. Aronis Senior Manager, Retail Banking
Capital Markets Day Athens, 16 January 2006 ALPHA BANΚ Retail Banking G. Aronis Senior Manager, Retail Banking Contents: page Retail Banking at a Glance 3 Strategic Emphasis on Retail Banking 4 Household
More informationSage CRM for Real Estate solution by Providian
Sage CRM for Real Estate solution by Providian Sage CRM for Real Estate solution by Providian Some Real Estate organisations are still asking why CRM?. Industries such as pharmaceuticals and financial
More informationIdentifying And Enabling Opportunities For Sustainable Growth. Barbara Mason Executive Vice-President, Marketing, Sales & Service
Identifying And Enabling Opportunities For Sustainable Growth Barbara Mason Executive Vice-President, Marketing, Sales & Service Agenda Marketing supporting the growth objective The emerging affluent segment
More informationBUSINESS RELATIONSHIP OFFICERS REPORTING TO: RELATIONSHIP MANAGER
Guaranty Trust Bank Uganda is one of the leading banks in Africa. They acquired a 70% stake in the Fina Bank group in to enable them enter the East African market. As they expand their operations in the
More informationOptimize Sales Order Management with Enterprise Content Management
OpenText Solution Brief OpenText ECM Suite for SAP ECM for Sales Order Management by OpenText Objectives Solution Benefits Quick Facts Optimize Sales Order Management with Enterprise Content Management
More informationTerrasoft represents the new generation of cost-effective and results-producing CRM vendors focused exclusively on the mid-enterprise and SME market.
COMPANY Terrasoft represents the new generation of cost-effective and results-producing CRM vendors focused exclusively on the mid-enterprise and SME market. Founded in 2002, the privately held company
More informationWhite Paper: 4 Key Factors that Define a True Unified Agent Desktop
White Paper: 4 Key Factors that Define a True Unified Agent Desktop To help businesses understand the different definitions and levels of functionality, mplsystems has summarised 4 key factors that they
More informationWhere the only call that matters is yours.
Where the only call that matters is yours. Nurturing Relationships QCSS embraces communication and innovation to transform human interactions into powerful & passionate customer experiences. 2 Q-OUTBOUND
More informationThe Role of Customer Relationship Management (CRM) Solutions for Financial Services Wholesalers
Whitepaper The Role of Customer Relationship Management (CRM) Solutions for Financial Services Wholesalers Account Managers Product Managers Channel Managers Table of Contents The opportunity...3 CRM:
More information5Ways. to Put Your CRM Data to Work. for You and Your Customers
5Ways to Put Your CRM Data to Work for You and Your Customers Customer Relationship Management (CRM) solutions are becoming increasingly prevalent in today s organizations to collect and manage information
More informationDriving Competitive Advantage with Comprehensive Customer Information Management
Driving Competitive Advantage with Comprehensive Customer Information Management Cathy F. Burrows RBC Financial Group September 2007 Royal Bank of Canada Corporate Profile Royal Bank of Canada (TSX/NYSE:
More informationModule. Aperio TM Branch Platform For Signature A Component of Aperio Operational CRM Platform
Module Aperio TM Branch Platform For Signature A Component of Aperio Operational CRM Platform Now you can exceed customer expectation and remove process roadblocks to focus on profit, while accelerating
More informationSTOP LOSING LEADS ATTRACT- ENGAGE- CONVERT
STOP LOSING LEADS ATTRACT- ENGAGE- CONVERT Who I am What I do 2 Rob Triggs Husband and Dad to 2 great kids Sales Coach/Consultant Xerox sales Executive (17 years) Sales methodology junkie Sales & Marketing
More informationDelivering the Ideal Customer Experience. Pega CRM Solutions for Financial Services Institutions
Delivering the Ideal Customer Experience Pega CRM Solutions for Financial Services Institutions Gartner and Forrester rank Pegasystems as a leader in CRM for one very good reason Pega delivers the most
More informationAsk: New Auto. Note: Ask: IRA Opening?
Ask: New Auto Loan? Note: Birthday Today Ask: IRA Opening? 14 ABa BANK MARKETING March 2012 Pop-Ups New Frontline Service and Sales Tool When a customer makes a transaction with a teller, the technology
More informationCustomer Retention. COMEX, Implement 29 th April 2016. Bjørn Büchmann-Slorup Head of Sales Development & Analytics Danske Bank
Customer Retention COMEX, Implement 29 th April 2016 Bjørn Büchmann-Slorup Head of Sales Development & Analytics Danske Bank 1 Setting the scene Sales Development & Analytics Reporting lines Personal Banking
More informationImproving CSR Efficiency in the Utilities Contact Center
Improving CSR Efficiency in the Utilities Contact Center UtiliPoint International, Inc. with Jacada Ltd. June 4, 2008 Ethan L. Cohen Mr. Cohen is Sr. Director of Utility & Energy Technology at UtiliPoint
More informationCustomer Information Management. Amanda McIntyre, Vice President, Product Manager Glenn Sonsalla, Vice President, Enterprise Strategy & Governance
Customer Information Management Amanda McIntyre, Vice President, Product Manager Glenn Sonsalla, Vice President, Enterprise Strategy & Governance Session Objectives Defining Customer Information Management
More informationCRM Comparison Guide. Microsoft Dynamics CRM and Act! compared
CRM Comparison Guide Microsoft Dynamics CRM and Act! compared Microsoft Dynamics CRM is a full featured relationship management system that connects teams to a single data source and automates routine
More informationUsing Voice Self-Service to Enhance the Customer Experience for Health Care Insurance Companies
Using Voice Self-Service to Enhance the Customer Experience for Health Care Insurance Companies Table of Contents I. Executive Summary...1 II. Building a Culture Dedicated to Providing an Outstanding Customer
More informationHow will technology shape the future?
How will technology shape the future? Pre-industrial Industrial revolution Early digital Recent digital What s driving the pace of change today? Continuous cloud services Consumer-driven experiences What
More informationNEC Contact Centres (Genesys)
Customisable and scalable solutions with enhanced functionality NEC Contact Centres (Genesys) On-premise or Cloud Solutions NEC Australia nec.com.au NEC supports more than 10,000 Genesys-based agent seats
More informationStrategies and Tactics to Improve Deposit Growth
Strategies and Tactics to Improve Deposit Growth Margaret Kane President and CEO Kane Bank Services 488 Hopkins Road Sacramento, CA 95864 916-488-0660 www.kanebankservices.com mkane@kanebankservices.com
More informationProfessional Service Offerings. Copyright 2011 Locus Telecommunication Inc. All rights reserved
Professional Service Offerings AGENDA Make Your Contact Center more Effective How to Design the Mission Critical Operation with Flexible & Comprehensive Features Experience in CRM Consulting Services 2
More informationEnd to end Complaint Handling Services
End to end Services Exceptional standards delivered by quality teams Why Hazell Carr? Good communication and excellent relationships with our clients & 95% of projects delivered on or before time Extensive
More informationDigital Marketing Institute s. Professional Diploma in Digital Selling. Validated by the Syllabus Advisory Council (SAC)
Digital Marketing Institute s Professional Diploma in Digital Selling Validated by the Syllabus Advisory Council (SAC) Content Professional Diploma in Digital Selling Welcome Course overview Course content
More informationPerfect Customer Relationship Management (CRM) System
Al-Andalus Software Development & Technology Co. Perfect Customer Relationship Management (CRM) System Product Overview Overview Perfect Customer Relationship Management (CRM) System empowers your sales,
More information10 Key Elements for an Effective Onboarding Strategy. Onboarding White Paper 2008. 2008 Harland Clarke Corp.
10 Key Elements for an Effective Onboarding Strategy Onboarding White Paper 2008 2008 Harland Clarke Corp. When it comes to engaging, growing and retaining members, an effective onboarding strategy is
More informationSafe Harbor Statement
Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment
More informationSecond CRM Startup Pack
Second CRM Startup Pack An Introduction Making Businesses Profitable www.secondcrm.com /secondcrm CRM for Startups Early stage Startups only focus on the idea and product and customer development is usually
More informationDelivering the right contact center solution for your business
Delivering the right contact center solution for your business G ENESYS AN ALCATEL LUCENT COMPANY ACCESS GROUP About Access Access Group is a name that is synonymous with great service offerings. Be it
More informationDeliver a Superior Customer Experience. a social one.
Social CRM Technology perspective on Business.. or the other way around? Daniel Burian CRM Presales Manager, Central Europe Deliver a Superior Customer Experience. a social one. As
More informationThe Convergence of Data and Analytics in the Corporate World
The Convergence of Data and Analytics in the Corporate World Is it possible to draw parallels between commercial experience and tax applications? Jack Noonan President & Chief Executive Officer SPSS Inc.
More informationHUAWEI IP Contact Center
HUAWEI IP HUAWEI TECHNOLOGIES CO., LTD. 1 HUAWEI IP s Challenge Competition Challenge: improve customer satisfaction and loyalty Facing the increasingly fierce market competition, enterprises come to know
More informationCRM: Retaining Your Customers: Preventing Your Competitors
CRM: Retaining Your Customers: Preventing Your Competitors Krittapon Victor Indarakris Founder & CEO Blue Intelligence (Thailand) Co., Ltd. October 30, 2007 Microsoft CRM October 30 th, 2007 1 Core Microsoft
More informationMS-8913: Microsoft Dynamics CRM 4.0 Applications. Course Objectives. Required Exam(s) Price. Duration. Methods of Delivery.
MS-8913: Microsoft Dynamics CRM 4.0 Applications This three-day instructor led course explores the Microsoft Dynamics CRM application from a user's perspective. Application functionality covered in the
More information