Our Team delivers the Next Best Action using the following Salesforce Solutions

AcceCentric CRM for Banking Salesforce

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.

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