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!

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

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

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

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

Booklet on Banking CRM for Sales Target Management

Buyers Guide for Banking CRM Software

Checklist for Buying Banking CRM Software

Factsheet on CRM for Banking Business

Infographic on Features & Functionalities of Banking CRM

Top Features of Banking CRM Software