Comarch CRM IT Solution. Learn more about it!

1. CRM Sales
Management
Complex Sales Process Planning and
Support in Financial Services

2. Definition of CRM
• Customer Relationship Management – aspects of business strategy
which relate to techniques and methods for attracting and retaining
customers
• Comarch CRM Sales Management is a complex tool that supports
sales processes and customer service and manages sales plans
• Comarch CRM SM – part of Comarch CAFE

3. CRM – Different Approaches
– Data driven
• Dedicated mainly to premium customer advisers
• Gives flexibility and full insight into a customer’s data
– Process driven
• Efficient customer service
• Wizards
• Uniformed procedures
• Process flexibility (design any process that you need)
– CRM Retail
– CRM Corporate

4. CRM Sales Management -
Features
• Dashboard
• Customer search
– Basic
– Advanced
– By products
• Time organizer
• New customer and prospect
data entry
• Customer data verification

5. CRM Sales Management -
Features
• Customer profile view and
modification
– 360 degree View
– Detailed product information
– Operation and transaction
history
• Event notification

6. CRM Sales Management -
Features
• Lead Management
– Creating a new lead
– Lead monitoring
• Task Management
– Creating a task
– Task distribution
• Portfolio Management

7. CRM Sales Management -
Features
• Sales Management
– Sales plan creation and
modification
– Plan monitoring
• Reporting
– Predefined reports
– Dynamic reports

9. CRM SM Pros
• Creating long term relationships with clients
• Communication across multiple channels
• Greater sales results – Cross & Up-selling
• Lower operating costs
• Quality improvement
• Work efficiency improvement

10. References
• Alior Bank
– Entire Cafe Platform
• Bank BPH (GE
Grup)
– CRM Sales Managament
– CRM Campaign Managament

11. References
• BZ WBK (AIB Grup)
– CRM Sales Management
– CRM Campaign Management
• Invest Bank
– CRM Contact Center

12. Thank You
www.finance.comarch.com
info@comarch.com