Industry Challenges
In recent years, the financial sector and especially the retail financial sector has been forced to address the following changes:
- Increased Competition
- Demanding customers that require personalised service
- Financial products that need to be customized to customer needs
- Customers want multi-channel access
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Industry Requirement Solutions
- Easy capture of every customer request and communication.
- Sophisticated customer segmentation.
- Creation of offers and promotion.
- Campaigns to target offers to customer segments.
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CRM.COM Software: Offers and Benefit
- The CRM.COM Software Sales and Customer Management modules allow the capture of all customer communication visits and contacts. In addition it allows the fast capture of customer requirements by providing a selection of predefined transactional templates to the user. These templates can be created an modified using the drag-and-drop designer screen facility within the software. These customized templates enable the financial institution employee to record the required data efficiently, with only a few clicks.
- CRM.COM Software provides a sophisticated segmentation mechanism. Marketers can construct static or dynamic segments based on multiple business criteria.
- CRM.COM Software provides one of the most functional, web based campaign management tools in the industry. Campaigns are easily constructed that promote offers to specific customer segments and can then be run and controlled centrally. Campaigns can be in-bound or out-bound and are completely multi channeled, such as call centre, branch, email, SMS or mail shots.
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