Ferryt CRM encompasses the area of managing client relations and prospects and is dedicated to the financial industry. The module structures ongoing cooperation with clients (operational CRM) and enables mass processing.
The system also makes it possible to analyse processes pertaining to sales and client/prospect servicing, it provides access to comprehensive information on the current and prospective client, and it also conducts promotional campaigns.
Ferryt CRM provides for flexible development of new product offerings and modification of new ones. Thus, the bank is able to adapt its products to the changing market needs.
The module’s functionalities include:
The module makes it possible to acquire prospects by various methods and from various sources, including:
Ferryt CRM makes it possible to conduct marketing/sales actions in line with the established process and the scope of actions approved. The campaign’s recipients are selected in accordance with the pre-defined segmentation and algorithms that can be configured and which estimate the chances of successful sales. During the campaign, the effectiveness of actions in individual communication channels is analysed on an ongoing basis. The analysis enables properly adjusting the campaign as soon as necessary. Individual campaigns may be conducted on a continuous basis, temporarily or they arise from specific events.
Selected operations connected with client servicing:
With the use of an intuitive tool, it is possible to easily define the bank’s sales organisational structure. This activity determines the roles of employees in the sales process along with assigning routine tasks and duties.
Ferryt CRM provides options which include creating:
The module makes it possible to settle commission based on various sales parameters and the criteria adopted, including: