Institutional CRM
Less than 1 minute
Institutional CRM
- Customer Data Management: Collecting and storing various customer information, such as contact details, service records, feedback, and more.
- Sales Process Management: Through automated sales process management, organizations can improve sales efficiency, optimize resource allocation, and increase sales conversion rates.
- Customer Lead Management: Identifying and tracking potential sales opportunities to help organizations manage and achieve sales targets more effectively.
- Customer Suitability Management: This involves assessing whether a product or service is suitable for a specific customer, ensuring a positive relationship with the customer and adhering to industry regulations. Suitability management contributes to building customer trust, enhancing customer satisfaction, and mitigating legal risks.
- Customer Anti-Money Laundering (AML) Management: A risk management strategy aimed at preventing and detecting potential money laundering activities. It assists organizations in tracking and reporting suspicious financial activities, thereby complying with AML regulations.
- Data Analysis Reports: Analyzing customer and sales data provides organizations with deep business insights, enabling them to make data-driven decisions. These reports can cover various aspects such as sales performance, customer satisfaction, marketing ROI, and more.
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