Sales management in XRM Banking offers operational tools and automation of processes within the established rules taking into account the specificity of banking products for the sales team, as well as analysis and control tools for the manager
A single window with a complete history of interaction, service, active products and customer requests. Information that could previously be in different databases and programs is now available in a single customer card.
Operational interface and process automation on product sales scenarios, cross-sales, the formation of individual offers
Analysis and control of quantitative and qualitative indicators of the results of sales and work of personnel for the purposes of planning and managing sales, as well as making decisions in the area of the program for promoting products and services.
