Banking CRM Software, today, many organizations like banks, insurance agencies, and other specialist corporations understand the significance o CRM (Customer Relationship Management). They also value its capability to enable them to procure new clients, hold existing ones and maximize their lifetime value. Now, close association with clients will require substantial coordination amongst IT and advertising divisions to give long-haul maintenance to chosen clients.

The possibility of CRM is that it enables organizations to utilize innovation. CRM solutions increase your profitability by streamlining administrative processes in your sales, marketing, and service divisions, and letting you focus on building and maintaining the customer relationships that matter. CRM helps to get knowledge of customers, better segmentation, better customer retention, better anticipation of customer needs, better and speedier communication and better protection of data privacy.

CRM Software is one of the most important business software, irrespective of the business type and size. In CRM software you can store your entire customer’s information and can access this information whenever you need. By CRM Software you can use data to make calls, send emails, create reports, can track Emails, clicks and other activities of a customer.CRM Software is used in Marketing, Sales and Customer Service.

Customer Relations Management (CRM) software is very important in sales it can help a company to grow by managing many sales processes, enhancing long-term customer relationships. Sales CRM software can help a sales team to plan its sales by providing data of different customers. It also helps in Building better relationships with the customers. All the sales data can be stored in CRM Software which saves lots of time of the salesperson as it can be easy accessed whenever needed. CRM Software is also used to track leads and which help a salesperson to focus all his energy to the area which gives more and better quality leads.


Microsoft Dynamics CRM is a Customer Relationship Management software package is developed by Microsoft Corporations. They’ve since replaced Dynamics CRM with Dynamics 365—a cloud-based software package that combines CRM with ERP (Enterprise Resource Planning) capabilities but you’re able to customize the package or bundle of “apps” according to what you need.

Microsoft dynamics 365 is an ideal tool which integrates the features of both CRM and ERP functionalities.

Microsoft dynamics 365 comes with many benefits:

Easy to use: Dynamics 365 draws many customers’ attention due to its ease of use. It can be easily customizable and can be used for different business needs.

Flexibility: Customers using Dynamics 365 has the flexibility to work from any geographical location and at any given time provided there is a internet connection.

Data security: Microsoft is known for how it secures customers data. As the Microsoft data centers are located at different geographical locations, data along with, being secure, also will be fully compliant.

Server less computing: As Microsoft dynamics 365 has a cloud-based infrastructure; there is no need to worry about physical storage and server maintenance.

Customer Relationships: Dynamics 365 enhances customer relationships by integrating sales, marketing and customer service platform.

Simplicity: Dynamics 365 is known for its simplicity. Any person with basic coding skills can easily learn and use Dynamics 365.

Scalability: Dynamics 365 gives you the ability to scale up and scale down according to your needs. It allows you to pay for only what you need.

Productive: Dynamics 365 makes the work done by employees productive by ensuring the availability of all the features of CRM and ERP.


Salesforce is a cloud-based Software-as-a-Service (SaaS) company that is the developer of the biggest and one of the oldest CRM tools and it actually comes with a whole suite of tools that cover a wide range of industries. Salesforce CRM is a SaaS product. It is the world leading CRM tool now a day with the most innovative features to manage your presales, sales, after sales and marketing activities.

Salesforce CRM is an easy to use, most innovative and highly automated system which makes your crucial data to be managed in the most effective way. This data management on Salesforce deals with lead management, contracts management, account management, sales pipeline and forecasting, customer tracking and customer support management. Reporting and analytics was never so easy before  Salesforce started high end reporting and dynamic dashboards and you can view your data in one place.


Salesforce is a cloud based CRM software. It is developed to make organizations function efficiently and profitably by reducing the cost of managing hardware infrastructure. Salesforce offers a wide range of features to all the functional areas of a company.

Efficient and effective sales funnel

Salesforce CRM helps companies have a more efficient and effective sales funnel. With Salesforce, you can have greater visibility at every stage of your client’s journey. You can gain relevant data with each prospect and you can use this data to tailor and adjust your strategies. Salesforce also enables your company to automate follow-ups and reduce lead leakage.

Better communication across teams

With Salesforce CRM, information and data are centralized, making communication across different teams better. It promotes alignment between departments. Teams have access to comprehensive information that they can use to address each of their issues effectively.

Salesforce CRM turns you into better informational organization

This is one of the main reasons that push the Salesforce adoption rate. Sales Reps have a good accessibility and visibility into their accounts, contacts, opportunities, tasks, all from a single place. They have a complete 360-degree view of the customer, which in turn helps them to make better business decisions and close deals faster. It is easy to navigate between the modules. By this you can easily collaborate with your colleagues too.



AcceCentric is complete banking CRM built on Salesforce with many features. Acceinfo has more than 20 years experience in banking and finance institutions. Acceinfo is specialized in CRM for banking, with a complete banking CRM protocol for retail and corporates. Salesforce is considered as the number one platform. Accecentric Microsoft Dynamic CRM has the following features.

  • 360 degree view of customer
  • Campaign management
  • Sales management
  • Complaint and service request
  • Contact center

360 degree customer view

The 360-degree customer view is a single end-to-end picture of a customer’s journey as well as experience with a company andIt stresses on customers having an experiential relationship with the company, rather than a transactional. This holds the key to long-standing customer loyalty and positive endorsements. The 360-degree view enables the company to collect all-around information about the customer and leverage it to provide the most efficient and personalized customer service 360 degree customer view provides consolidated view of all customer products, service requests, offers and applications and channel interactions.



Sales management

Sales management is the process of developing a sales force, coordinating sales operations, and implementing sales techniques that allow a business to consistently hit, and even surpass, its sales targets.

Sales management module consists of the following features.

  • Prospect capturing, eligibility check, assignment and conversation
  • Sales pipeline dashboard and report
  • Inbound and outbound sales processes

Complaint and service request

AcceCentric allows a bank to offer operational excellence by providing automated workflows for complaints. Once a complaint is captured it is automatically routed to back office queues for fulfilment.

Modules includes

  • Automatic routing and assignment of cases by subject
  • Segment and channel driven service level agreements
  • Case dashboard and reports

Call center automation

Automated call center services includes telephone call, email, texting and software services performed electronically. Many inbound and outbound call center services can include electronic automation of some or all aspects of the services.

  • IVR/CTI INTEGRATION by popping up 360 view of the incoming caller complaints and claims capture
  • Lead capture and assignment to branch and direct sales agent channel knowledge base
  • Unified agent desktop provides one window solution for inquiries maintenance and financial transactions

Marketing automation

AcceCentric provides a complete marketing automation for financial institutions by providing complete cycle of campaign preparation, launching,execution and distribution. The features of marketing automation are

  • Campaign creation, budget tracking and execution
  • Optimize target list
  • Scripting support to have personalized dialogs
  • Real time dashboards


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