Banking CRM Featurelist

Banking Crm Featurelist

 

Scenario of the Banking industry & CRM for Banking business

Banks in these growing & developed economies like India, Hong Kong, Africa, Singapore & U.S.A, Australia, UK, etc. are at the brink of exponential upscaling. There are herds of options when a person enquires for bank account openings, products & other services that banks provide. But where each one lands & converts is what decides the fate of a banking organization. In short, your bank will make a mark in the market only when it makes an impression on it’s potential & existing customers’ minds.

A Banking CRM simply serves as an enabler that lets you do this by managing sales targets, prioritizing the potential areas in your sales cycle and regulating follow-ups. A banking crm basically increases the chances of getting more customers into your company’s share. If looking at a rough timeline the banking crm usage will potentially improve in the next 3-7 years or a safe say would be at least till 2020.  

The 100+ things that you can do with a Banking CRM  This post is an attempt to show you the you can do with a CRM & much more!

 

Top Features of Banking CRM Software

Download Booklet Top Features of Banking CRM Software

 

Modules of Banking CRM:

1. Sales Target Module

This module helps you:

– Set, track and monitor sales targets for your business and banking sales team members respectively.

– Monitor your revenue graph.

–  Monitor & manage the sales performance of your business and sales teams.

 

2. Lead Management Module

This module lets you:

– Add multiple leads enquiries.

– View the status of each follow-up and prioritize leads to get more account openings faster.

– Sandbox and assign leads as per your wish.

– Experience a far sight view of your bank’s growth bandwidth with sales forecasts.

 

3. Follow-up Modules: Call, Email, SMS & Meeting Module

These modules let you:

– Do follow-up calls, emails, sms and meetings with leads.

– Align follow-up calls, emails, sms and meetings with leads.

– Set reminders for follow-ups, calls and meetings.

 

4. Client Module

This module lets you:

– Feed in contact information of clients.

– Assign, categorize, and communicate hassle-free with your clients via calls, emails and sms.

 

5. Products / Services Module

This modules lets you:

– Add multiple products / services.

– Mention their details and specifications.

– Know the sales in real time.

 

6. Calendar Module

This module lets you:

– Demarcate prime dates related to your bank, employees, leads and clients.

– Serves as a calendar.

 

7. Contacts Module

This module lets you:

– Store, modify and delete contact details of clients.

 

8. Import Data Module

This module helps you:

– Import your existing data clients, contacts, product / service details, etc.

– Know who imported the data.

– Avoid data replication.

 

9. Announcement Module

This module lets you:

– Make and set-up announcements to internally to bank employees within your CRM system.

 

10. Bank Module

This module lets you:

– Affix and handle your bank and branch details, save and know basic contact details.

– Add, edit and discard contact details & designations of bank employees according to their departments.

 

11. Tags Module

This module lets you:

– Create & customize tags.

 

12. Tasks Module

This module lets you:

– Add multiple tasks with their descriptions.

– See the accomplishment status, priority and close date of every task.

 

13. Pending Data Module

This module lets you:

– Know exactly what data is pending throughout your leads, clients and contacts.

 

14. Newsletter Greeting Module

This module lets you:

– Release mass emails to clients and leads.

– Target email marketing campaigns.

 

15. Birthday & Anniversary Module

This module lets you:

– Wish Clients via emails & sms.

– Set reminders for the same.

 

16. Reports Module

This module lets you:

– Get real time updates of the finest details of your business sales.

 

17. User Module

This module lets you:

– Add new users in the system.

– Specify and know their roles & titles.

– Give permissions access to various modules.

– Also, categorize the users as per their departments, branches and designations.

 

 

Conclusion

In our humble effort to provide the maximum information to help Banking businesses can select a CRM.

 

Eager to see these modules in action? Get registered for a demo of our Banking CRM.

You can see more posts on Banking CRM here.

 

 

Resources & sign-up:

5 Key CRM Reports for Banking Business

5 Key CRM Reports for Banking Business

7-tips-to-scale-your-banking-business-with-a-crm

7-tips-to-scale-your-banking-business-with-a-crm

booklet-on-80-plus-features-of-banking-crm

booklet-on-80-plus-features-of-banking-crm

booklet-on-banking-crm-for-lead-management

booklet-on-banking-crm-for-lead-management

Booklet on Banking CRM for Sales Target Management

Booklet on Banking CRM for Sales Target Management

Buyers Guide for Banking CRM Software

Buyers Guide for Banking CRM Software

Checklist for Buying Banking CRM Software

Checklist for Buying Banking CRM Software

Factsheet on CRM for Banking Business

Factsheet on CRM for Banking Business

Infographic on Features & Functionalities of Banking CRM

Infographic on Features & Functionalities of Banking CRM

Top Features of Banking CRM Software

Top Features of Banking CRM Software

 

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