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CRM Software - SunSmart Technologies

nTireCRM is a 100% web-based Customer Relationship / Incident / Lead Management System helps enterprise across diversified verticals viz. Banking, Insurance, Retail, Financial Services, Securities, Health Care, Manufacturing, and others. https://bit.ly/2xCeJcE

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CRM Software - SunSmart Technologies

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  1. sunsmart CustomerRelationshipManagementSoftware SunSmartTechnologies www.sunsmart.co.in

  2. sunsmart nTireCRM is a 100% web-based Customer Relationship / Incident / Lead Management System helps enterprise across diversified verticals viz. Banking, Insurance, Retail, Financial Services, Securities, Health Care, Manufacturing, and others. CRM Software in india is the unique solution that addresses the needs of Sales & Marketing, Customer Service, Business either directly or indirectly connected to Customers and needs Intelligence, Call Centre, Back Office, Product Management, Business Process Management, IT and other departments that are information on the customers and their transactions. CRM Software helps in right from KYC Process, Confirmation & Process fulfillment of Customer Acquisition with necessary workflow, Managing Priority Customers, Customer Incident Management (Interaction Management) from multiple Channels including Email / Web / Walk-in, External Agencies, Postal, SMS with Workflow foundation server. SunSmartTechnologies www.sunsmart.co.in

  3. sunsmart Functions: • LeadManagement • Cross Sell / Up Sell • Expenses / Claims Management • Product & Campaign Management. • Lead Stage, Nature, Priority, Rating Configurations • Response / Sub Response Configuration based on Product • Channel Partner Management / Commission Management Call Centre Management with IVR Integration • Social Media Interfacing (Facebook, Twitter, Linked-In) for campaign data publishing and response pulling. • Campaigns, Road Shows, Campaign Description, Campaign Approval Workflow, Campaign Activity Calendar • Email / SMS Campaign, Attach Leads from multiple channels at any time for a campaign and analyze results SunSmartTechnologies www.sunsmart.co.in

  4. sunsmart Functions: • Collection of from multiple channels like Web Leads, SMS Leads, Database, ExistingLeads Customers Data mining, and Walk-in Leads, Referral Leads etc. and Lead Allocation based on Workflow configurations. • Logistics Management for managing all promotional materials (Procurement, Inventory and Warehouse Management System) • Available over Mobile devices like Smart Phones, Tablet, PCs, Laptops, iPad etc. (GPRS / 3G) for online response and uploading of images from the mobile device. • Sending of information/profiles over interaction by selecting the appropriate template and send on-the-fly. • Display of complete portfolio of existing customers in Lead Screens / Merging of Duplicate Customers. • Tight integration with back office for processing of any other data / physical data by courier • Dynamic Field Manager – for configuring up to 20 additional Fields in Lead Screen. • Target Setting, Target Vs. Actual, Individual Rating, Incentive Management SunSmartTechnologies www.sunsmart.co.in

  5. sunsmart Key Functions: ⚆ Knowledge Base ⚆ KYC Management ⚆ Channel Partner Management ⚆ Campaign & Event Management ⚆ Commissions & Trail Commissions ⚆ Enterprise-wide Lead Management ⚆ Channel Partner | Contact & Activity ⚆ Customer Relationship Management ⚆ Lead Management | Targets | Incentives ⚆ Inbound / Out Call Centre—IVR Integration ⚆ CRM Stage 1—Customer Profile & Activation ⚆ Work Flow / Notifications / Alerts / Escalation ⚆ Auto Lead Generation / Email & SMS Campaigns ⚆Electronic Application Processing - customer onboard management SunSmartTechnologies www.sunsmart.co.in

  6. sunsmart CustomerInteractionManagement • Customer Self Service Portal—Web / Mobile / SMS & Email • Reminders / Escalations / Transfers / Reassign of incidents / queries • Provision to attach any type of documents against any incidents / queries at any stage. • Social Media Interfacings for posting status of incidents along-side cross-sell / up-sell opportunities. • Auto reading of Emails / SMS / bulk uploaded incidents and process them by initiating appropriate workflow • Customer Incident & Interaction Management / Query Tagging – Collation of queries from multiple channels – Email, SMS, Walk-in, Postal (courier), Inbound Call Center, Website Complaints / Queries, Received from External agencies like Government, Legal entities etc. SunSmartTechnologies www.sunsmart.co.in

  7. sunsmart CustomerInteractionManagement • Single screen – displays all open incidents, closed incidents, customer data, security questions for verifications, changes as displaying of key data on the customer, registering and processing current incident/query, customer transactions, customer data, Tagging to Master Incident, etc. • Configurable workflow – with which user can dynamically create and manage categorizations & sub categorizations for handling incidents/queries. Workflow can be configured for any categories. User-based / Role-based workflow with TAT & Escalation Matrix is available. • Knowledgebase – Repository of all documents/incidents for quick reference by Customer Service Team for processing. SunSmartTechnologies www.sunsmart.co.in

  8. sunsmart Thank You SunSmartTechnologies www.sunsmart.co.in

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