A new approach CRM for Banks

OnSite CRM for Banks

Maintaining excellent relations with your client base and potential clients is important to the success of any bank.  OnSite CRM is the premier customer relationship management platform that helps you do exactly that. Step up to a total management package that provides everything you need in a straightforward, easy-to-use form. OnSite CRM for banks brings you a powerful system for lead management software managing contacts as well as containing all of the forms you need to be successful.

 A Powerful CRM System

OnSite CRM has the power you need to handle every aspect of your banking crm for tax company business. Our customer relationship management system leads the industry with everything you need to track leads, inquiries and clients. It keeps abreast of progress and developments, allowing any professional in your banking network to step in and finish a deal or a transaction if the original agent cannot. The platform also lets anybody in your operation can enter data about a client or contact from any location, and as soon as the information has been input everybody has access to it, according to the security levels you set. This functionality keeps everyone on the same page and keeps you looking good.

A Seamless System

OnSite CRM puts everything at your fingertips, making it easy to manage and track calls and results for one employee or an entire office full. Better yet, your receptionist, administrative assistant or other office  personnel can use it along with everyone else, so notes and messages can go into the system instead of scraps of paper that end up getting lost just when you need them most. OnSite CRM for banks brings everything together in a single neat, clean package, with all the information resources, forms, and tracking that anyone in your bank might need. Not only that, this user-friendly, intuitive system lets everyone in the bank get up and running quickly and easily. No complicated manuals and no training hassles.

Drip Email Campaigns

A drip email campaign is the heart of many banks and can be a great way to bring in new clients if you can get your email through to your prospects. OnSite CRM provides you with the best solution in the industry through a partnership with SMTP. You won’t be able to find a better email experience. SMTP is a first-rate company with more than 10 years of success at delivering emails; they always make sure that every single email gets where it needs to go. The company is publicly traded and is the epitome of the standard that all other email delivery services strive for. Their delivery record is unmatched in the industry and emails sent via SMTP reach more in-boxes than any other service out there. This means you won’t be launching any more expensive campaigns only to have your emails end up flagged as SPAM, which is what studies show happens to 22% of business emails even when clients have requested information. You can now rest assured that your drip campaigns won’t go down the drain; your email will reach as many potential clients as possible when you send it using OnSite CRM.

Contact OnSite CRM now and leap ahead of the competition with user-friendly, fully-integrated verticals for your bank. It doesn’t matter if you have one location or hundreds – this platform will work for you! Stop costly data errors before they start and keep everyone on the same page and in the same application. Let OnSite CRM handle all your needs and simplify your life while improving your customer management and bumping up your customer acquisition, all while saving you money every day. Bankers can close more deals and give a big boost to your bottom line with this great customer relationship management platform. Give it a try – you won’t regret it!

Article Source -http://www.onsitecrm.com/blog/crm-for-banks

Add Real Power with a CRM Dialer

A customer relationship management system turbocharges your business as soon as you start using it. You suddenly have the power to know who your customers are as soon as they call you, and you’re in a position to know what they need before they know it themselves. Everybody on your team is working from the same data all the time and you can easily pull up reports that let you know which people, campaigns, and products are performing the best for you, and which ones need some help.

What more could you ask for?

How about a dialing system that takes the work and stress out of making calls, and lets your sales people make up to 300 calls every day, and then gives you a report on the results, all at the touch of a button? That’s the power of using a CRM dialer as part of your customer relationship management system.

Why Not use the Old Dialer?

You may have an older dialing system in place, one that’s worked pretty well for you in the past, so why replace it? The number one reason to dump the old dialer and to upgrade to a CRM dialer is efficiency. An integrated customer relationship management dialer is an essential enhancement for your system if you have a business that makes outbound calls. Your old dialer can make the calls for you, but most do little, if anything, more than that. You want something that’s going to improve your bottom line.

Consider these Points

There’s no doubt that both marketing and sales are numbers games. Contact is an essential component of building customer relationships. The more contact you have with your customers, the more opportunities will arise. More opportunities translates into more sales.

Making contact with customers and generating sales follow a specific process. The more you can simplify and streamline this process, the more time is freed up for your sales team, allowing them to be more productive.

Your team can make calls with a single mouse click, and they’ll know the name of the person they’re calling when they do. This enhances customer service and increases the chance that you’ll turn new contacts into customers.

Even More Benefits

Another important factor to consider is that a CRM dialer can do a lot more than just make calls. It’s tied into your entire customer relationship management database, and it provides you with another source of useful data that you can use to make essential decisions for your company.

Be able to instantly view reports that let you know when a call was made, who made it, and who received it.

Track different campaigns with close ratio reports so that you can monitor which of your campaigns are the most effective.

Use CRM dialer reports to help you decide where you should be putting your money and where you are wasting it.

Get the Total Package

With all that a CRM dialer can do for you, it only makes sense to have one as a part of your total customer relationship management package. It will save you time and money far beyond its cost, and your customers will experience a new level of customer service with your enhanced CRM capabilities.




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Paying Attention to the Details

Paying Attention to the Details

A customer relationship management system can do more than just tell you who’s on the phone and what your customers might want to buy. A good CRM system can also help you pay attention to all those little details that are so important in running a business, things that may get overlooked in the day-to-day hustle and bustle.

Automated Reporting and Analytics

Being able to track trends, sales, and the buying habits of individual customers is a great way to stay on top of what’s going on with your business.  Tracking this information the old way is not only tedious it can be costly in terms of the man hours required to identify and enter all of the appropriate information and then get it back in some type of usable format. CRM systems remove the hassle and headache from this essential marketing chore. The nature of CRM means that everything you need to know about your customers is already in the system, ready to go. You just have to ask for it.

A good CRM system has the capability to give you all of the reports and analytics you might need to answer important questions about your business. You can easily find out who is buying what, what you have that’s selling and what you have that isn’t. CRM reports can also help you take a good look at your sales pipeline to see how it’s working and where things tend to bog down. With the centralized data storage that is built into CRM, you can answer these questions and many more at the touch of a button.

Maximizing Cooperation and Coordination

Since everyone in the company shares the same CRM platform, they are all on the same page when it comes to what’s going on in the company. They all work from the same data and they all see the same reports. No more finger-pointing when things aren’t going right; the customer relationship management system makes everything clear because everybody sees the same information.

Suddenly sales, customer service, and marketing can all come together and work as a team. Goals are clear and what needs to be done to reach them are out in the open as well. Less time is spent on trying to decide who should be doing what and more time can be spent on actually doing it. The common, everyday administrative tasks are handled by the system so that your employees can focus on their jobs.

Handling the Details

The average company spends countless hours making sure records are kept current, appointments get scheduled, and follow-ups happen as they should. You may even have a person or two in your own company that spends the day handling these functions. It’s a tedious task, but a necessary one, and attention to detail is essential. When you use a CRM system it all gets handled almost as if by magic. Changes are quickly and easily made in one place, such as on the master schedule, and then they automatically get made in all the other places, such as on individual calendars, saving many hours of time and possible missed communications on a daily basis.

Even though many people think that a CRM system is nothing more than a marketing tool, it can bring so much more to your company. Once you get one you’ll wonder how you ever managed without it.

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