VeriTouch Online and Dynamics CRM Online Drive Sales Productivity in Banking

VeriTouch Online enables banks to focus on their customers as individuals and to be there for them by providing financial products and services that fit their needs at every stage in their lives. It improves sales productivity by giving sales representative an intuitive set of tools for accessing complete information about every customer and proactive offerings tailored to customers’ needs.

VeriPark’s expertise and extensive experience with financial services helps ensure a smoother and faster implementation based on established best practices for deployment and user adoption. VeriPark’s solution is built on Microsoft Dynamics CRM Online to provide customers with the full set of benefits of a Microsoft solution: easy adoption, familiar tools, and a leading platform with low total cost of ownership. Moreover, Microsoft Dynamics CRM Online gives customers the benefit of on-demand speed and flexibility built on the pay-as-you-use model.

VeriTouch Online is an operational CRM solution for branch, call center and direct sales staff who interact with customers daily. VeriTouch provides advanced customer search capabilities to single view of customer and provides an easy-to-use tool to capture prospects, leads, complaints and service requests. Some of the main features include:

Single View of Customer. This is a unified screen to show all the products of a customer. Single view also displays current offers, complaints, service requests, and applications of a customer.
Complaints and Service Request Management. This module enables employees to capture complaints, suggestions, feedback and inquiries while providing powerful capabilities for routing and resolving customer issues.
Marketing and Campaign Management. Powerful automation options for outbound campaigns and call centers enable banks to easily plan, prepare, execute and measure their marketing efforts.
Sales management. Sales management module automates the full sales cycle from prospecting to closure. It provides tools for full insight into the sales pipeline, advanced routing options and automated handling of customers throughout their lifecycle.

Sales Productivity in Banking with Dynamics CRM Online drives customer satisfaction with a service dashboard and complaints management system that helps employees resolve customer issues and requests faster. Moreover, it increases operational efficiency with dashboards, analytics, and performance management tools that help make marketing, sales, and service activities easier to track and perform.

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