ActivityManager
Business Process Management
Made Easy
ActivityManager allows you to easily track
and manage your members’ and prospects’ activities,
as well as referrals coming from sources such as employees,
branches and business partners. Optimize your credit union’s
workflow for critical member activities such as leads, service
requests, member 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 credit union.
Benefits
- Prevent loss of valuable leads
and other key member 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 (IMC) | Dynamic
Messaging Manager
Knowledge
Center | Request
More Information
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