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Marketing and promotion management The XRM Banking solution ensures the promotion of products to the relevant customer field with the automation of the formation of lists and the distribution of campaign activities
Manage campaigns

Manage campaigns

Campaign management includes tools for forming a portfolio of campaigns, budgeting and costing based on actual cost, a plan for preparing, conducting and completing, as well as templates for standard or recurring campaigns

Marketing Lists

Marketing Lists

CRM allows you to generate marketing lists of the target audience in three ways: by advanced search in CRM, by segmentation of the client base, by imported databases.

The following options are available:

  • Possibility to analyze the history of sales of «Next Logical Buy»

  • Static and dynamic marketing lists

  • Customizable criteria for describing a client's portrait

  • Fast campaigns for focal influences

Mass outbound campaigns

Mass outbound campaigns

Interpretation of the results of segmentation with the formation of marketing lists allows you to set up marketing communications campaigns with personal offers of products according to the customer's potential loyalty.

The system supports the ability to distribute campaign activities through various channels (integration with SMS, e-mail services, contact center, etc.). More about omnichannel solutions here

 

Direct sales

Direct sales

The segmentation results can also be used to set up active sales rules: individual offers to the customer in the process of direct sales or cross-selling rules (notices)

Quality assessment and questionnaires

Quality assessment and questionnaires

Ancillary service allows you to receive:

  • Feedback from clients on the level of service

  • For the personnel to conduct testing on knowledge of products, legislation, shares held by the bank and partners, as well as other necessary surveys within the team

  

After passing the questionnaire results are generated - both general and separately for each participant.

 

 

 

 

Marketing Analytics

Marketing Analytics

The results of the marketing campaign are displayed on the dashboard, which are updated in real time, which allows you to make adjustments during the campaign, without waiting for it to finish. On a customizable dashboard, you can display dozens of different views, depending on the information that interests you.