The Customer Relationship Management (CRM) Module has the goal to streamline sales management, marketing management and dealing with borrowers, guarantors, private individuals, legal entities or any type of contacts.
The module has flexibility to incorporate specific sales, marketing and complete customer care processes, in order to easily adapt to client needs and the scope of CRM activities performed in the company. With integrated DDC object on the CRM Module the entire horizontal span of organizational activities is covered through the solution in a dynamically managed CRM workflow. This gives possibilities for complete overview of the collaboration history (tasks, messages, SMS lists, written and verbal communication flow), borrower’s repayment status and sales pipeline from central location, direct assignment of potential leads to users and measurement of the success rate of every individual user and engaged resources until converted to signed loan agreement, presented in structured and dynamically managed reporting format.
The CRM Module as a business module integrated to all other modules, through the solution contains the possibility for additional specialization of the features, according to the industry needs and integration of CRM parts to the activities from organization’s vertical structure. In that manner, every separate module can encompass the required CRM activities for consistent workflow.
Effective Leads ManagementManaging relations with leads, contacts in a structured view, brings you closer to making deal with them and with this CRM Module you receive valuable tool for effective transformation of leads into contacts that will eventually generate revenue and monitor outputs through measurable results.
Higher Retention RatesSimplify your daily work with automated contact statuses, predefined contact lists with tags for more efficient contact targeting, quick contact search and tracking entire contact lifecycle from one module with possibility for dynamic definition of data to be gathered in order to enable better contacts retention rates.
360° Contact ViewHave clearer preview on all daily activities and increase operational performance with 360° contact data view, that allows you to create action lists and pull automatic actions based on predefined criteria, create dash board suggestion action lists, define alarms and notifications, monitor contact history communication, all with one goal, to streamline daily operations and make fast and informed decisions.