CRM for financial services industry | QR Solutions

CRM for financial services industry, designed to streamline customer management, access client information, and generate targeted marketing campaigns.

1. CRM FOR FINANCIAL
SERVICES
www.qrsolutions.in

2. INTRODUCTION
An innovative finance CRM solution has been designed for
finance industries and banking sectors to keep customers and
employees in the same boat. CRM for Finance helps streamline
the customer-facing process and other internal processes.

3. FEATURES OF FINANCE CRM
360-Degree View of Banking
Helping finance institutions to have up-to-date and accurate data about
clients, loans, credit scores, customer incomes, debts, and more.
Contact Management
Finance CRM comes with a searchable database that stores customers contact
lists and some necessary documents like sales proposals, contracts, and more.

4. Lead Management
Leads need to be routed to the right sales reps, sales head, and then
managed and tracked correctly. CRM for the finance industry helps to
track and manage leads effectively.
Sales Automation
CRM for finance solution gives everything the sales team need. It helps
to manage contacts, prospects, record processes and close more deals
smartly.

5. Workflow Automation
Finance CRM solution standardizes the processes of business.
It builds workflows to provide remainders and automated
alerts, in which operational efficiency will be improved.
Integration Capabilities
Helping institutes financial integrates with other third-party tools,
applications, and more. Allow the banking systems to sync data across
different marketing channels, platforms, and customers

6. THANK YOU
www.qrsolutions.in