Customer Relationship Management for Financial
Institutions
Customer information in silos? Looking for a customer-centric solution? Start creating life-long profitable banking realtionships!
SalesLogix provides account-centric and customer-centric sales, marketing, and customer service functions for banking and financial organizations. The multi-channel solution provides a comprehensive view of the customer relationship across multiple product lines and business units, enabling banking and other financial services organizations to provide a personalized customer experience across all touch points. Retail banks, credit unions, business banks and other financial institutions can leverage out-of-the-box functionality to acquire, retain and expand customer relationships for increased profitability. Capitalize on information captured during each customer interaction to effectively cross-sell and up-sell products and services.
Create a Sales & Service Culture!
SalesLogix CRM allows enterprise-wide access to disparate data and provides tools that enable your organization to increase customer value through effective cross-selling, enhanced customer service and increased retention rates.
- Access detailed account and contact information;
- Track opportunities from lead through close;
- Manage team calendars and activities;
- Forecast revenue; and
- Report on sales activities and effectiveness.
Sage CRM SalesLogix Customer Service
Track
and Resolve Customer Questions, Issues and Requests
SalesLogix Customer Service provides the advanced issue
tracking and resolution tools needed to quickly resolve customer questions,
issues and requests and deliver a high-quality customer experience. Each
service ticket created contains detailed information including a unique
ticket ID number, contact info, type, status, urgency, assignment, date
required and service contract details.
Maximize
Marketing Performance
Building lasting and profitable customer relationships
means executing effective, timely marketing campaigns across all of your
sales channels. It's critical that your company's marketing resources
are put to their best use.
CRM for Retail Banking Institutions
CRM for Business Banking Institutions