A New Approach CRM for Banks

Onsite CRM for Banks

Maintaining excellent relations with your client base and potential clients is important to the success of any bank.  Onsite CRM is the premier customer relationship management platform that helps you do exactly that. Step up to a total management package that provides everything you need in a straightforward, easy-to-use form. Onsite CRM for banks brings you a powerful system for managing contacts as well as containing all of the forms you need to be successful.

Onsite CRM enterprise-wide software is the ideal solution for bankers to use for following up on leads and inquiries in a professional and timely fashion. Easily manage new and existing clients, as well as costs, marketing efforts and everything else you need to keep you ahead of the competition and boost your bottom line. Of tremendous value is the feature in Onsite CRM that lets you know which clients are due for contact so that you never miss deadlines, callbacks, or other important dates.

A Powerful CRM System

Onsite CRM has the power you need to handle every aspect of your banking business. Our customer relationship management system leads the industry with everything you need to track leads, inquiries and clients. It keeps abreast of progress and developments, allowing any professional in your banking network to step in and finish a deal or a transaction if the original agent cannot. The platform also lets anybody in your operation can enter data about a client or contact from any location, and as soon as the information has been input everybody has access to it, according to the security levels you set. This functionality keeps everyone on the same page and keeps you looking good.

A Seamless System

Onsite CRM puts everything at your fingertips, making it easy to manage and track calls and results for one employee or an entire office full. Better yet, your receptionist, administrative assistant or other office  personnel can use it along with everyone else, so notes and messages can go into the system instead of scraps of paper that end up getting lost just when you need them most. Onsite CRM for banks brings everything together in a single neat, clean package, with all the information resources, forms, and tracking that anyone in your bank might need. Not only that, this user-friendly, intuitive system lets everyone in the bank get up and running quickly and easily. No complicated manuals and no training hassles.

The platform’s total integration allows you to track a client and get a snapshot of where he stands. You can learn his current status, what is still required, and exactly what the client is in need of, It’s also simple to identify any client that needs to be escalated for any reason. Follow-up is automatic and happens all in the same system; a great savings of time and money for your bank. Hate data errors? Onsite CRM’s single point of data entry means that data only has to be handled once, reducing the chances that an error will be introduced into your important data. Studies have shown the less you have to handle it, the greater the integrity of your data will be.

Drip Email Campaigns

A drip email campaign is the heart of many banks and can be a great way to bring in new clients if you can get your email through to your prospects. Onsite CRM provides you with the best solution in the industry through a partnership with SMTP. You won’t be able to find a better email experience. SMTP is a first-rate company with more than 10 years of success at delivering emails; they always make sure that every single email gets where it needs to go. The company is publicly traded and is the epitome of the standard that all other email delivery services strive for. Their delivery record is unmatched in the industry and emails sent via SMTP reach more in-boxes than any other service out there. This means you won’t be launching any more expensive campaigns only to have your emails end up flagged as SPAM, which is what studies show happens to 22% of business emails even when clients have requested information. You can now rest assured that your drip campaigns won’t go down the drain; your email will reach as many potential clients as possible when you send it using Onsite CRM.

Contact Onsite CRM to get started!

Contact Onsite CRM now and leap ahead of the competition with user-friendly, fully-integrated verticals for your bank. It doesn’t matter if you have one location or hundreds – this platform will work for you! Stop costly data errors before they start and keep everyone on the same page and in the same application. Let Onsite CRM handle all your needs and simplify your life while improving your customer management and bumping up your customer acquisition, all while saving you money every day. Bankers can close more deals and give a big boost to your bottom line with this great customer relationship management platform. Give it a try – you won’t regret it!

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