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Relationship manager and branch staff can anticipate changes in each client's life cycle and the market to make appropriate offerings, resulting in reduced time and increased profits of their portfolio. Sales Force Automation offers a complete process where the institution can manage its accounts and associated leads and opportunities, automate the activities, schedule appointment track the history, visualize the sales revenue and targets by dashboards and assign tasks to reach the goals and Sales Force Automation also shows number of visits made, number of proposals given and number of products sold in detail.

Features

Key Abilities

  • Lead Capture
    • Capture from incoming call, branch walk in
  • Lead Conversion
  • Eligibility Calculators for products
    • Product Policy rules enforced
    • Customer demographics based
  • Lead assignment and distribution
  • SLAs and Escalation
  • Sales Force Automation
    • Generate task
    • Workflows
  • Dashboards and Reports
  • Performance Management
  • Incentive Management
  • Integration with account origination
  • Integration with loan origination
  • One application for sales team to work: Microsoft Dynamics CRM inside Outlook
  • Automatic generated follow-up actions
  • Custom Workflow design
  • Performance Dashboards
  • How many;
    • "New Leads / Potential Customers" per month did you add?
    • "Leads" did you convert into a Customer?
    • "Visits" did you make? And their results
    • "Outbound calls" did you make?
    • "New Products" did you sell for a month?
  • Cumulative AUM and Profitability per month.
  • Eligibility test while lead capturing,
  • Multiple product interests captured at the same time,
  • Automatic lead assignment. Elimination of errors!
  • Tracking number generation for each captured interest,
  • Leads have SLA's and escalations,
  • Neglected leads report.

    VeriTouch Customers

    • Ahli United Bank
    • Allianz Yaşam ve Emeklilik
    • Dubai Islamic Bank
    • FinansBank
    • Garanti Emeklilik
    • Ing Bank
    • Ithmaar Bank
    • Jordan İslamic Bank
    • Kuveyt Türk
    • Masraf Al Rayan
    • NBAD
    • NCB Capital
    • VakıfBank

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