ActivityManager
Business Process Management Made
Easy
ActivityManager allows you to easily track
and manage your customers’ and prospects’ activities,
as well as referrals coming from sources such as employees, branches
and business partners. Optimize your bank’s workflow for
critical customer activities such as leads, service requests,
customer treatment, and on boarding processes – according
to your specifications. Activities are then initiated, managed
and tracked through multiple “work stations” and
assigned to employees throughout the bank.
Benefits
- Prevent loss of valuable leads and
other key customer requests
- Provide your marketing, operational,
service and sales departments with access to the activity
database tables
for reporting, tracking and management of vital assignments
- Optimize
your objectives, resources and time
- Manage third-party lead
generation programs efficiently
- Avoid the costs and hassles
of setting up and maintaining separate PC-based systems
for lead management only
- Organize and centralize all business processes
Features and Functionality
- Import lists
- Reassign or act on leads/activities
- View activity
status
- Set automated escalation procedures
- Activity
Pooling Assignments
- Full search and list distribution abilities
- Administrative
activity, setup and management
- Automated email and calendar
reminders
Interactive
Management Center | Dynamic
Messaging Manager
Knowledge
Center | Request
More Information
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