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Revolutionize your customer interactions with our advanced operational CRM software. Featuring eight powerful modules, our solution is crafted to optimize and enhance every customer touchpoint. Experience enhanced efficiency, seamlessly streamlined workflows, and superior customer engagement. Our CRM software empowers your team to connect with customers effectively, ensuring impactful interactions and smooth processes. Elevate your business operations to the next level with our CRM solution.
Primary function of this module is to gather, aggregate and display all relevant customer related data and KPIs in a fast, simple, transparent and interactive way to a business user. It heavily relies on all data in Core Database and focuses on conversion of raw data into information that is relevant and actionable, which can result in clear answers and quick actions to follow.
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The basic task of this module is to aggregate, integrate, control, and manage full customer interactions from the beginning to the end. This includes management through different distribution channels and reporting. The system also supports the creation of various types of activities.
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Get to know all the aspects of your customers. Contracts, balances, financial indicators and their trends, customer’s risk indicators and their trends, pending tasks, appointments or campaigns, complaints, customer preferences or additional customer info… It’s all under your fingertips in Customer 360 Module. You won’t miss a single opportunity to make a qualified interaction with your customer.
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If your service model is based on relationship managers being responsible for their portfolios of customers, our Customer Portfolio Manager can help you in that process. You’ll have insight into each relationship manager’s customer portfolio statistics, KPIs, calendar appointments, pending tasks and interaction drivers.
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Designed for scenarios where your sales team needs to make quick yet informed pitches to customers, this module provides a rapid overview of the customer’s profi le, product history, recent interactions, and active leads. It saves your sales force time and ensures more personalized sales presentations. It’s a valuable tool for tellers, call center agents, and field sales representatives seeking to enhance their efficiency and customer interactions.
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The main purpose of this module is to manage and handle sales-oriented customer-related tasks directed towards sales personnel. These tasks include handling activities that may be part of marketing and/or customer care activities, providing guidelines for contracting, conducting customer surveys, and surveys of employees, among other
functions.
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Utilize the Insite Sales Performance Monitor as a comprehensive tool for overseeing the performance of both organizational units and individual employees. Key functionalities include plan configuration, performance tracking, and detailed reporting across organizational hierarchies and various timeframes, such as daily, weekly, monthly, or custom intervals, spanning different budgeting periods or years.
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The Insite Workflow Management Module is designed for defining and processing business rules that can be executed in real-time or in batches. These business rules are defined through an advanced user interface specifically designed for business users. It enables rule creation by simply dragging and dropping events, which can be applied to both application events and external events.
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Customer surveys are vital for businesses to gather feedback, understand customer needs, measure satisfaction, and identify areas for improvement. They inform decisions on product enhancements, pricing strategies, and marketing campaigns. Surveys facilitate benchmarking, nurture customer relationships, and aid in market research. By analyzing customer input, businesses can tailor their approach, improving overall performance and driving growth in a competitive market.
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Want to strenghten the relationship with your customers and reward and stimulate their loyalty? There are a number of ways you can do it using our Loyalty Solution. Control and manage your rewarding programme and keep your customers satisfied by stimulating and rewarding their level of product usage, contracted volumes, prudent behavior and/or tenure.
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Quality of our solution has been daily checked by largest European banking members and retail companies. We are not afraid to answer the most difficult topics from Retailing, Insurance or Banking. If it is not standard, fine. Our problem solving capabilities are waiting for your challenges.
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