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Description
Establish a robust and efficient commercial tracking system that captures all relevant information about both existing and prospective customers. The core objective is to enhance your business growth through the establishment of more effective communication pathways. Utilizing GeoCRM, you can log calls, meetings, emails, and other customer interactions, ensuring you maintain a high standard of service. This platform is versatile, adapting to various industries and crafting tailored strategies for different customer types, thereby enhancing productivity by aligning with your specific business needs. Monitor every touchpoint with customers across diverse channels and departments within your organization. Categorize your clientele based on their current value and potential future worth to refine your marketing initiatives. Additionally, by mapping the geographical locations of your customers alongside the nearest service points, you can identify market areas that remain untapped, allowing for strategic expansion opportunities. Ultimately, this comprehensive approach not only streamlines customer management but also positions your business for sustained growth and success.
Description
Financial institutions increasingly require advanced software solutions to effectively utilize the vast amounts of data they gather regarding their services and customer interactions. This software must be capable of real-time data analysis to uncover correlations and recognize emerging trends. Additionally, it should generate comprehensive reports and visual representations of these complex analyses, which can assist the bank's leadership in making informed decisions. By analyzing all services available through the bank's active retail channels, targeted marketing strategies can be crafted, such as providing tailored value-added services that enhance the overall customer experience. To help banks maximize the potential of their extensive data and develop a thorough understanding of the information crucial for strategic insights, Auriga has introduced the WWS BAM (Business Analytics Management) system, which streamlines the analytics process and empowers decision-makers with actionable intelligence. This innovative approach not only enhances operational efficiency but also positions banks to adapt swiftly to market changes and customer preferences.
API Access
Has API
API Access
Has API
Integrations
YouTube
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Geobis
Country
United States
Website
www.geobis.com/crm/
Vendor Details
Company Name
Auriga
Country
United States
Website
www.aurigaspa.com/en/banking/products-and-solutions/business-analytics/wws-business-analytics-management/
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Data Analysis
Data Discovery
Data Visualization
High Volume Processing
Predictive Analytics
Regression Analysis
Sentiment Analysis
Statistical Modeling
Text Analytics