Financial Services CRM Featurelist

Scenario of the Financial Services industry & CRM for Financial Services business

The financial service industry is where businesses converge be it banks, NBFCs like brokerage firms, loan / service companies, Insurance companies, etc. Money flows through the market in the form of stocks, bonds, mutual funds, debentures, etc. Every financial services business primarily focuses on growing their money at a macro level.  Executing sales flawlessly can be a mammoth task when there’s a lot at stake while managing money for individuals and corporates. Bad sales can give you a bottleneck and drain business down a drain.

CRM can help improve conversions by providing a highly equipped sales management, regulate follow-up activities & squeeze insights from real time numbers. Many financial enterprises & other finance businesses in Australia, U.S.A, UK, Africa, Singapore, etc. use crms. This trend has moved to India and as per the KPMG-CII report the finance sector in India will boom till 2020. This also assures that financial services crm solutions will help businesses make smart moves for at least the next 3-7 years.

Know the 100+ things that you can do with a Financial Services CRM in this comprehensive feature list.

 

 

 

Modules of Financial Services CRM:

 

1. Sales Target Module

This module helps you:

– Freeze, track and observe sales targets for your organization and sales team members respectively.

– Scan your revenue progress.

– Monitor & administer the sales performance of your organization, agents and sales people.

 

2. Lead Management Module

This module lets you:

– Feed-in numerous leads.

– See how each follow-up is placed and prioritize leads for faster conversions.

– Classify and allot leads as per your desire.

– Foretell your company’s revenue growth trend with sales forecasts.

 

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

These modules let you:

– Exercise follow-up calls, emails, sms and meetings with prospects.

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

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

 

4. Client Module

This module lets you:

– You can type-in contact details of clients.

– Allocate, group and communicate easily with your clientele via calls, emails and sms.

 

5. Products / Services Module

– Add & manage multiple products.

– Mention their specifications & added taxes.

– Closely observe their sales in real time.

 

6. Calendar Module

This module lets you:

– Highlight dates regarding your business, employees, leads and clientele.

– Serves as a calendar.

 

7. Contacts Module

This module lets you:

– Save, modify and discard contact information of clients.

– Store important dates regarding products & services sold.

– Set prompts for client payments, etc.

 

8. Import Data Module

This module lets you:

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

– Know who pulled-in the data.

– Prevent data duplication.

 

9. Announcement Module

This module lets you:

– Make and streamline announcements internally to the employees within your organization and system.

 

10. Company Module

This module lets you:

– Add and manage your organization and branch details, save and view basic contact particulars.

– Include, modify and remove contact details & designations of employees according to departments.

 

11. Tags Module

This module lets you:

– Prepare & customize tags

 

12. Tasks Module

This module lets you:

– Add multiple tasks and their descriptions.

– See the completion status, urgency and end date of every task.

 

13. Pending Data Module

This module lets you:

– Precisely know the pending data throughout your leads, clients and contacts.

 

14. Newsletter Greeting Module

This module lets you:

– Execute mass emails to leads and your clientele.

– Run email marketing campaigns.

 

15. Birthday & Anniversary Module

This module lets you:

– Wish Clients through emails & sms

– Get reminders for the same

 

16. Reports Module

This module lets you:

– Get detailed insights into the minutest details of your business sales.

 

17. User Module

This module lets you:

– Adjoin new users in the CRM system.

– Give specifications of their roles & titles.

– Allow & manage access to various modules.

– Classify users as per their departments, branches and designations.

 

 

Conclusion:

We hope our humble effort to provide Education businesses with the maximum information for selecting a Education crm has been helpful.

 

Try a bootleg version of our Financial Services CRM here.

Read more informative posts: Financial Services CRM.

 

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