Commercial GPS Follow the Sales. ebankit 2014

Transcription

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2 Follow the Sales ebankit 2014

3 A Solution for commercial enhancing, based on MS CRM Dynamics, with a Mobile application for financial institutions sales team, in order to manage all the commercial effort and sales. More contacts. More customers. More business.

4 Tablet Version ebankit 2014

5 Follow the sales will cover the main activities of the sales process, from account planning, all the way through scheduling visits, preparation and execution up to monitoring. Presenting a new approach to sales. Enable your commercial team to plan and close deals while on the road, with less effort, more results and customer satisfaction.

6 What is New Share your latest deals with your Sales Team. With this feature the sales team members can configure the social networks that they are following, and receive the latest news, such as sharing with team colleagues their accounts follow-up. As well as with whom their clients connect with.

7 Task Manager Keep-up with your agenda and activities. The Tasks Manager enables the RMs the possibility of managing their scheduled activities and tasks, and order them by priority and agenda.

8 Relationship Manager Vision Sales funnel Dashboards of leads validated, visits, and credit pipeline Budget report Dashboard showing overall sales budget and granularity per product

9 Integrated Customer View Follow-up on your clients. With the integrated Customer View, you can check all the information regarding your client in real time. Quick search Contacts Social networks Pending Tasks Opportunities Financial Statements Profile Recent Interactions Pending Documents Manager share of portfolio Client share of portfolio

10 Campaigns Check the ongoing campaigns. During customer visits and contacts, you can propose one of the ongoing campaigns, or if your client has a specific need you can also check if it matches with any campaigns at the moment. Sales support materials Brochures, newsletters and presentations related to the network and its products as well as product manuals. Detailed description of product features, pricing, target customer profile, key selling points, and operations process.

11 Meetings Manager Where are you going now? The Meetings Manager, enables the following features: Client information Pending opportunities Address integrated with Maps View Notes Next steps and statistics Calendar Visits report - objectives and outcomes Record of visit objectives, outcomes, next steps and notes in a standardized yet flexible format Link to sales opportunity and to-dos tracker Calendar Creation and management of appointments enabling invitation of participants and specification of customers involved. Integrated vision of to-dos tracker. Link to record visits, objectives and outcomes.

12 Manager Information Customer prioritization and approach framework Classification of customers according to visit frequency and product categories to be promoted. Leads List of product leads by customer, helping RMs set objectives per customer. Customer objectives Visit objectives per customer, target new products, volumes objectives for credit categories reconciling with budget. Sales opportunities List of opportunities by product and customer with status (e.g., presented, proposed, approval, closed).

13 Interaction Manager Meeting Registry and planning of client meetings. Opportunities Identifying, registering, follow-up and probabilities Classified by: Volume, type and state. Contacts Registering, planning, and consulting calls, s, faxes and letters.

14 Monitoring Consulting the portfolio status in real time regarding the various product areas according to the pre-defined objectives. As well as checking the portfolio deviation and the open possibilities to achieve the propelled targets. When clicking on the graph you are routed the portfolio details.

15 Browser Version ebankit 2014

16 Customer Management Customized form for clients record Adapted fields for necessary data retrieval in banking area and accounts hierarchy. Search Advanced search of clients and activities. Global View Capability to consult the maximum information about the clients: contacts, opportunities, tickets, billing, needs and subscribed products. Social Networks integration The possibility to integrate the CRM with a Social Network, making available the clients data, posts, feeds and preferences.

17 Leads & Opportunities Leads Qualification Leads conversion cycle, in a steps logic adapted to the banking commercial process. Approvals Alerts based in an approval workflow to manage the leads conversion to clients. Opportunities Possibility to customized the opportunities states in order to adapt to the commercial cycle.

18 Goal Management The solution enables the leads counting per each Relationship Manager. This data feeds management dashboards, to help the Relationship Manager to do his planning and the Administration to monitor each manager commercial plan and define a strategy. Dashboards Leads/clients/opportunities management Goals per client and products Administration: Achieved goals per products and define that same goals. Opening and clients visits, activities and clients to visit accompaniment.

19 Meetings Manager Calendar Outlook integration for scheduled appointments Planning The warmest leads to follow and schedule an appointment Customer information Opening opportunities for each client meeting Opportunities Real time edition Access segmentation Different views for the client and for the relationship manager - information hiding Campaigns Adapted campaigns for each client profile and needs.

20 Campaigns Marketing Module Enables to establish campaigns per Geographic zone; Per channel: Mobile, Internet, contact center etc; Per clients segments; And generic and adapted to a client need campaign s.

21 Interaction Manager Possibility to register all the contacts between the bank and the client such as: Phone calls Meetings s Faxes Letters

22 What can you do? Relationship Manager Plan the Trimester: Opportunities and Clients to follow; Programming Visits; Prepare Visits and contacts com based on the client interaction history; Branch Manager Defining Objectives Registry of visits; Validate Commercial Manager Plans Monitoring Results. Monitor the Performance VS defined Objectives Coaching Performance Follow-Up

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