The sales platform makes it possible to manage the entire process of product sales with the help of one platform adapted to your organisation’s individual needs. The solution provides a vast array of methods to adjust sales requests to the changing market trends. In this way the products offered will be attractive to clients via various communication channels. The platform also provides processes dedicated to automatically operating the requests placed.
The sales platform provides a vast array of interactive requests for financial products and operational requests. The requests have been prepared in line with the latest UI/UX trends and with the use of modern technologies including the scope of client verification. While configuring a request, it is possible to assign channels in which it will be used, as well as the systems with which it will integrate. An active request will be continuously monitored so as to detect and eliminate the processes’ bottlenecks.
The system enables requesting in what concerns the following:
The platform provides quality servicing, whichever channel the client will choose or whatever device is used. The system gives the client an option to change the channel while the request is being processed. The data fed in the previous session will be accessible after you revert to request processing on any other device or any other channel.
Sales requests may be placed in various contact channels, e.g.:
The platform registers any request statistics, as well as data concerning interactions on the form’s pages and fields. The platform will show you in the case of which requests (or sections) it takes the longest to complete and which fields cause validation errors to appear the most often. In this way, it will be possible to effectively correct the requests implemented and to optimally design them in the future.
The sales platform may be easily integrated with back office and front-end systems. In this way it is possible to dynamically adapt a request’s contents depending on product parameters, the promotional actions launched or cross-selling.
The sales platform is most often integrated with:
The module supports creating positive client experience with your organisation (client journey). Thus, the clients are given access to a personalised system tuned to their preferences and are offered products tailored to their needs.
The following are the options the system offers: