Any financial services company is going to offer a broad array of services: different types of accounts, investment instruments and products, loans, and many more.
When working within CRM, no agent is going to have time to enter a particular productProduct Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. or service every time a customer buys or uses it. The company’s full-service portfolio must be available so that the agent need only associate particular items with that customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business.’s accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company.. Each product or service must also have associated factors such as repayment schedules, terms, interest rates, discounts, applicable taxes and more—so that everything is accessible with as few clicks as possible.
Your SolutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges.: Pipeliner CRM
Pipeliner CRM allows your company’s product catalogue, including all applicable information for every item, to be available right in CRM. This makes it possible for any agent to rapidly quote rates or costs to a customer sitting right in front of them or on the phone. An agent can also plan–right from the catalogue and while viewing a customer’s account and history–what services should be pitched to that customer.
Additions or Changes? No Problem
New products or services coming online? The product catalogue can be updated in minutes so that all agents can access new items immediately.
The same is true for any changes in products, which happen frequently in the financial industry. Changes can be applied in minutes.
AnalyticsAnalytics Analytics is the active study of different types of data with the aim of discovering meaningful patterns and translating these into insight (such as historical analyses and forecasts), or action (such as those intended to improve business performance).
With a company’s full catalogue in CRM, Pipeliner’s powerful analytics can be utilized to analyze performance of any and all products, associated with particular teams, regions, individual agents or the entire company.
Such analytics are vital to ensuring the continued successful performance of a financial services company.