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Bank Sales Manager Experience with CRM on Video

The video below provides a quick overview of how CRM for Banks allows Sales Managers to see all the different ways that customers and prospects relate to their bank, right at their fingertips.

The video covers the following:

  • Sales Manager Dashboard - the ability to see important information visually at a glance (such as account numbers by products, account balances by bank branch, account numbers by transaction dates, etc.).
  • The ability to drill down and filter data to get more details, such as the status of an account, account contact information, etc.
  • In-depth analytics that consolidate information all in one place, thus giving Sales Managers better insight into what actions need to be taken. 
  • The ability to generate reports on any data that you’re tracking in CRM (such as different leads by branch, different leads by sources, etc.)