crm for banking: innovation showcase
TRANSCRIPT
Your Presenters
Dennis Smith
VP of Sales [email protected]
Sarah Friedlander GarciaDirector of Marketing
Agenda
• About W-Systems• Top 5 Ways Sugar Integrates with Banks
– Where Does CRM Fit?– Product Availability and Interest Tracking– Incentive Approval Management– Referrals– Interaction Management
• Q&A
• SugarCRM Elite Partner• Worldwide Top 5 SugarCRM Partner• Focus on CRM and Marketing
Automation since 1996 • 1,000 CRM Deployments over 20 years
About W-Systems
Customer Information Platform
View of Your Customers
• Surface pertinent information, sell proactively and avoid surprises.
• Know your customers inside and out with interaction management across the extended customer team.
• Quickly understand what matters to your key contacts and when to engage with smarter account intelligence based on cross-channel activity.
Where Does CRM Fit?
• Integrate Sugar at the core of all your banking applications including:– One platform, all required information– Contextual dashboards to surface relevant
information– Business process automation (ex. New
Customer Onboarding)– View of marketing initiatives and interactions – Drive connections based on workflow logic– Allow users to control the CRM interface based
on their role
Product Availability and Interest Tracking
• With product availability and interest tracking in Sugar, you can present new products that are available based on the product profile of a customer in real time.
• Sugar extends the ability to track the interest in a product presented to the customer.
Incentive Approval Management
• View incentives currently available for promotion
• Central portal to display personal or team progress of goals
• Current compensation earned inside of a period of time
Referrals
• Allow users within the bank to issue and track referrals between business units.
• Distinct Dashboards and Alerts will notify the assigned business unit of the referral.
• All referrals are tracked to ensure sure that the assigned Business Unit has received the referral.
• This allows increased communication between departments by over 20%. More Referrals = More Money.
Interaction Management
• General correspondence (email activity)• Specific questions:
– Who was the last person you spoke with?– Who was the last person that had contact with
this customer?– What is the next step in follow-up?– Are there any open issues?
Questions and Answers
This event is being recorded. The recording will be posted on the W-Systems SugarCRM blog 24-48 hours post webinar, and a link will be sent out to all registrants.
Dennis Smith
W-Systems Corp. dsmith@
w-systems.com
Sarah Friedlander GarciaW-Systems Corp.
Contact Information