Managing contacts for Banking Business in CRM

by Dquip Team · January 27, 2017

Contacts management, Banking Businesses & CRM:

A Banking company has to negotiate with different contacts all year round. Keeping track of communication history with every contact is important to plan for further follow-ups.

The contact module in Banking CRM categorizes contacts so that it becomes simple to locate them & their needs. Contacts can be accessed, communicated quickly if they are stored on the same system. Maintaining, accessing & sorting communication history with contacts is also an important feature of contact module.

Download 80 Plus Features Of Banking CRM

Contact Module

– Store, modify and delete multiple contact details of clients, leads, vendors, etc.
– Prevent duplication of telephone, mobile numbers and email ids.
– You can categorize and tag contacts.

14 Things you can do in Contact module:

1. Import your existing contacts.

2. Add contact details of leads, clients, vendors etc.

3. Give tags to categorize contacts of leads, clients, vendors, etc.
Eg: Hot Lead, Very Important Client, etc.

4. Add birth dates, anniversaries, remarks and other information about respective contacts.

5. View & edit contacts.

6. You can do the following in list contact module:
– Update Contact status
– Create Quotation
– Schedule Meetings
– Send / Schedule Emails
– Schedule Follow-up Calls
– Schedule SMS
– Modify details of the contact
– Reactivate or deactivate a contact
– Delete a contact

Conclusion:

Know how a Banking CRM helps to improve sales productivity with a demo here!

Get more resourceful reads on our blog.

Also find these modules – Banking CRM

– Sales Target Module

– Lead Module

– Follow-Up Module (Calls, SMS, Mass Emails & Meetings Modules)

– Client Module

– User Module

Resources & sign-up: