• What is CRM
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CRM software for bank

Implementation

Terrasoft CRM enables to automate relations with consumers and business customers. In the Contact and Account forms you can register the complete customer information. CRM software reminds about customer birthday and other holidays, and easily enables to send bulk emails with bank news and announcements. This functionality plays an important role in customer loyalty development.

Customer data

CRM software is integrated with bank operational system. The customer contact, billing and financial data together with account transactions history can be imported from the bank system. For each customer its monthly profitability is automatically calculated and profitability report can be created. Basing on the customer profitability customers are organized into groups.

Terrasoft CRM enables to track the competitors activity. For each customer its current accounts in other banks are registered. Besides, you can register the competitive bank services provided to your customer.

CRM software enables to automate the part of the bank document flow, including deposit and credit contracts, and invoices and payments, linked to them. The system provides a single source for document templates: contracts, acts, applications…

Sales report

According to the developed business processes the credit and deposit operations, new product deployments are realized. This considerably improves the effectiveness of the front-end specialists.

Tracking sales

Terrasoft CRM helps to evaluate the customer financial state in order to take the right decision while credit providing. In the system you can register different associations of your customer with other persons and companies. Basing on these associations the special report is created to analyze the financial risks.