Sales lead management system for Financial Services

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Bpm’online bank sales enables you to automate the best practices for building sales in the banking sector. These processes take into account the specifics and nuances of working with small, medium and large clients. Bpm’online handles routine assignments that would otherwise take your staff hundreds of hours. The system is capable of automating repeatable processes. This frees up your employees to spend more time on your customers and improve your company’s communication with them. You can easily work with bpm’online bank sales on a computer, tablet or smartphone. Manage your leads, opportunities and contracts using best practice business processes. Analyze every stage of your journey with the customer; from discovering the need to closing the deal. Work with product catalogs, track financial indicators, receive information regarding legal entities and individuals, and communicate with your colleagues with bpm’online bank sales. Create a unified database of potential and existing customers of your bank. Segment your customer database using the given set of parameters to help your company operate efficiently. In bpm'online bank sales, you can manage a full profile of a legal entity. Store contact data and see the entire history of interactions with each customer. You can view the transactions that have been made with the client, including active contracts, bank accounts and cards, as well as opportunities and financial indicators. To view the information on all contracts or financial indicators of all of your customers, go to the corresponding sections of the system. Bpm’online bank sales has all the right tools for capturing and tracking leads. Create leads manually or import lists of potential customers through a broad range of sources. Let bpm’online bank sales automatically verify the data, create a new individual and guide you through the process of lead management. Use lead pipelines and built-in section dashboards to analyze statistics. Manage all opportunities in bpm’online bank sales leveraging a single information environment. Continue working with opportunities by the out-of-the-box best practice processes for corporate sales. At each stage, the system prompts for the necessary steps that allow you to organize and simplify daily routine operations. The closed deals are saved in the system as signed contracts, which can be imported from your ABS. Leverage the sales pipeline to analyze the bank’s performance at each stage. Assess conversion between the stages, evaluate pipeline integrity and compare the pipelines of individual representatives or departments. Automate key business processes using a powerful yet simple visual process designer. Model processes in BPMN using preconfigured elements for creating activities, working with pages, processing data, and invoking external services. Regardless of the complexity and size of your bank’s product and service portfolio, be certain you can store them all in bpm’online bank sales. Each product can match an unlimited number of parameters: interest rates, terms, repayment schedules and many others. Make sure your goals are achieved by easily planning sales volumes by account managers, bank products or services. Get relevant statistics or selected indicators (for example, the number of customers in a region or industry) displayed as charts and create list of the most important information. Take advantage of the extended capabilities for user interface customization. Go to the System Designer section, if you need to setup workplaces, show or hide system sections for different user roles, or personalize the application by adding your company logo or changing the color ing to your corporate style. Create documents based on section records with predefined templates or add your own templates. The Enterprise Social Network (ESN) enables employees to better engage, collaborate, and share information. Make calls, manage email, approve contracts and collaborate across the enterprise social network using the communication panel. All notifications appear there as well, so you will not miss any important tasks or events. Store articles, scripts, guidelines for new employees, document templates, presentations, answers to frequently asked questions, and any other useful materials in the knowledge base. Visit our Academy website to watch customization tutorials and learn more about bpm’online bank sales.