Sales Support
Sales Support system including Sales Diary, Sales Kit provides utilities for Bank staff in selling services.
Highlight Features
- Manage and look up information of products (Deposit, loan, card, ...). Product information, attachments, promotions, channels / ways to sell, problems, cross-sell products.
- Manage and look up interest rate information for competitors
- Tools to calculate loan, deposit, enter information of the calculation system and return loan results are successful. Create pdf greetings to send emails, make customer appointments.
- Total Operating Income (TOI): summing up the interests of customers: looking for information about which products the customer uses, the amount, fees, of each product, ...
- Manage sales campaigns: Create campaigns, assign subordinates, update sales campaign results, and campaign reports.
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