The digital era has brought us significant technological progress in all areas of life. Along with it, business has moved away from a purely product-oriented to a more holistic approach, prioritizing customer satisfaction. However, as vendors and software producers offer an amazing variety of automation solutions and products, market is becoming more and more saturated. While it is oftentimes hard to choose from the wide diversity of software, the one feature a business owner should be looking for in the suitable CRM is flexibility. Bpm’online (www.bpmonline.com/financial-services) stands out from the crowd, as it offers you a complete package of CRM tools and services integrated into a single user-friendly platform. Bpm banking includes:
- Document Flow Automation
- Opportunity Management
- Contract Management
- Knowledge Management
- Satisfactory Customer experience
and many more. In a furiously competitive business environment, it gets more and more challenging for companies to pack on responsibilities and coordinate interdepartmental activities. In order to satisfy the customers’ ever-growing demands and ever-raising standards of customer service, as well as being a step ahead of your rivals, you need powerful customer management software. Operating costs reduction, better customer relationships, resource optimization and systemic information handling are among many issues that such solution will help you solve. As a truly flexible CRM automation, bpm banking will facilitate your customer interaction in many ways and unlock a new level of productivity for your business. Let’s take a closer look at a few program’s features that convert flexibility to productivity and higher profits.
Leverage Social Networks
A comprehensive customer profile lies at the heart of successful banking. Intelligent targeting helps generating leads, securing deals and reaching out to potential clients, while keeping your customers happy. The software developed by bpm’online integrates all customer-related data into one built-in system. Not only does it collect the customer’s personal information, geography, career history and service preferences, but also extracts valuable data from social networks such as Facebook and Twitter. As a result, you can more easily devise new marketing strategies and tweak them accordingly.
Bpm Banking Cloud Solution
As opposed to traditional software, cloud solutions give you better accessibility, mobility and independence from a specific computer. Non-stationary software such as offered by bpm’online moves you away from the disjoint channels of customer-related management by synchronizing your documents on all of your devices and enables you to reach them from any part of the world. Moreover, with solid and carefully tested safety systems, personal data security is no longer an issue.
Mobile bpm Banking
A truly flexible CRM solution takes your business out of the office and turns your smartphone or tablet into a powerful business tool. Since we are relying more and more on mobile devices, it’s a good idea to keep all appropriate data, scans, copies of documents and presentations handy. With today’s frenetic tempo of life, meetings are held and deals are closed in cars, on board of planes, in coffee shops and restaurants, so having your CRM platform close at hand will give you a competitive advantage over your desktop-using rivals.
The work-on-the-go approach requires your customer-facing team to achieve round-the-clock availability to your client regardless of the communication channel. A limited number of ways your client can reach you is as problematic as too many of them, which distracts your specialists from using them consistently. Building disparate messengers, e-mail services and social networks into one system will optimize your customer experience and save your time for other tasks at hand.
Clever CRM Metrics
Sophisticated analytical tools are a must in the ever-changing business environment. As it is getting harder and harder to track fluctuations and keep an eye on trends, an automated CRM solution may help your teams to stay at the top of game. Using all data at your disposal and processing large chunks of information, your flawless digital helper will adapt your business to new trends and tailor your products and services in accordance with your customers’ wishes. No doubt, deploying powerful CRM software will converse flexibility to productivity and boost your company’s overall performance along with increasing customer loyalty and retention. Bpm’online equips your teams with an ultimate tool that is a real benefit for your business.