Solutions



Acceinfo works with you to develop a specific CRM program, individual to your business needs and goals.

AcceCentric Salesforce CRM for Banking

AcceCentric is complete Banking CRM Vertical for retail and corporate built on Salesforce with the following features: 360 View of customer, Campaign management, Sales management, Complaints and service requests, and Contact center. Read more...
The Customer 360 View which provides a consolidated view of all customer products, customer interactions, service requests, offers and applications. Banking Sales management including Prospect capturing, eligibility check, assignment and conversation, Sales pipeline and dashboard, Inbound and outbound sales processes. Call Center Automation has an Unified agent desktop provides one window solution for inquires, IVR/ CTI integration by popping up 360 view of the incoming caller, Lead capture and assignment to branch and direct sales agent channel, and Customer interaction capture as a call disposition. Complaints Management has an Automatic routing and assignment of cases by subject, Segment and channel driven Service Level Agreements (SLA)s, STP Service Requests as well as Dashboard and reports. Marketing Automation with Personalized campaign creation, budget tracking and execution, Scripting support to have personalized dialogs, Optimized target list and Real time dashboards.

AcceCentric Microsoft Dynamics CRM for Banking

AcceInfo built a very comprehensive vertical on Microsoft Dynamics, AcceCentric, for both on Premise and Cloud Based. AcceCentric is complete Banking CRM Vertical for retail and corporate built on Micrsoft Dynamics CRM Read more...
AcceCentric Microsoft Dynamics CRM has the following features: 360 View of customer, Campaign management, Sales management, Complaints and service requests, and Contact center. The Customer 360 View which provides a consolidated view of all customer products, interactions, services request, cross sell and upsell, offers and applications, credit ratings and next best offers. Banking Sales management including Prospect capturing, eligibility check, assignment and conversation, Sales pipeline and dashboard, Inbound and outbound sales processes. Call Center Automation has an Unified agent desktop provides one window solution for inquires, IVR/ CTI integration by popping up 360 view of the incoming caller, Lead capture and assignment to branch and direct sales agent channel, and Customer interaction capture as a call disposition. Complaints Management has an Automatic routing and assignment of cases by subject, Segment and channel driven Service Level Agreements (SLA)s, STP Service Requests as well as Dashboard and reports. Marketing Automation with Personalized campaign creation, budget tracking and execution, Scripting support to have personalized dialogs, Optimized target list and Real time dashboards.

AcceCentric 3D Virtual Branch

Companies often want to open a branch but opening a branch in a high population area is very costly! AcceCentric 3D Virtual Branch by AcceInfo was designed to simulate a real bank branch, supermarket or retail store. Read more...
By creating a ‘Real World’ environment, the customer will feel as if they are in an actual bank branch or store. Customers will be able to conveniently visit a branch or store online from the comfort of their home. AcceCentirc 3D Virtual branch can be linked to the Company’s backend systems such as the CRM and Call Center so employees can communicate using the 3D Virtual Branch effectively and efficiently in order to enhance the quality of services offered to all customers. The 3D Virtual branch has a ‘Live Chat’ option so the customer can directly text back and forth with the Customer Service Representative or a ‘Voice/Video option’ which is a live face-to-face Voice and/or Video chat with the Call Center Agent.

Contact Us

Please fill out the form below and we’ll get back to you as soon as possible