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  • 4,500+


  • 19


  • 23

    systems Integration

  • customer challenges

    • Siloed and multiple systems used by different business lines for sales management.

    • Tedious customer on boarding process with fragmented process visibility and status tracking.

    • Difficulties in tracking relationship management activities, pipeline management and conversions.

    • Limited visibility of events and campaigns organized by branches and particular business sales team to other nearby branches and sales teams.

    • Hopping between multiple systems for getting customer information.

  • solutions provided

    • Capturing leads across channels on a single integrated platform including web, mobile, email, SMS, branch, etc

    • Displaying cross sell offers based on various triggers across all touch points with fast track closure process

    • Complete profile capturing and action items in prospect and customer 360 view

    • Closing the loop between sales and marketing by tracking lead conversions and ROI in digital Banking CRM

    • Managing end to end on boarding process on a single system by integration with back office and line of business systems.

    • Easy on boarding process for all products with guided call scripts for cross selling and service activations like bill pay, internet banking, debit cards etc

    • Multiple alert facility at each stage to keep customer informed of on-boarding process with CRM for Bank

    • RM activity calendar management and travel reimbursements with CRM in banking

    • Quick and easy creation of campaigns and events across with automated approval process based on pre-defined checklist

    • Ability to invite partners and alliances to increase event reach

    • Giving visibility of campaigns to all sales teams and nearby branches with ability to participate. Thus boosting ROI

    • Quick view of campaigns directly through calendars

    • RM activity calendar management and travel reimbursementsDetailed catchment area information and actionable intelligence through integration with Pitney Bowes

    • Creating plans and setting targets based on multiple parameters like no. of accounts, customer mix, product mix, users, territories etc

    • Implementing real time tracking mechanism by displaying conversions at each stage on a single consolidated screen

    • Auto-calculating the required number of leads, campaigns, interactions and conversions on daily basis

    • Develop timely course correction strategies to ensure target achievement

  • benefits realized

    • Delightful Customer Experience Intuitive interface with a clear process helped improve customer journeys from needs to fulfillment

    • Streamlining Customer Engagement Consistent messaging and visibility at all touch points helped streamline the entire customer management process

    • Amplified Workforce Performance Improved team productivity resulted into higher lead generation and conversion with complete accountability over the entire process.

    • Increased Cross Sell Shared events and personalized offers across all touchpoints resulted in more cross selling opportunities with higher conversion rates

    • Actionable Performance Insights Transparent visibility of Sales and RM activity helped to bring in accountability and boost productivity

customer success stories

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