You are here >> Packages >> CRM

CRM

E-mail Print

The CRM service provides the ability of tracking customers through various touch points / channels. It also provides a Single Engagement View (SEV) of each customer wherein all the holdings of a customer aredisplayed on a single screen along with suggestions for further up sell / cross sell. This provides front-end users with a great advantage while interacting with the customers.

The contact log allows the user to record all contacts made with the customer through various channels. This provides a single contact history of the customer´s interaction with the bank