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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

The primary aim of Customer Relationship Management for businesses is to foster customer loyalty and attract new clients. When clients are pleased with the services they receive, they are less inclined to seek alternatives elsewhere. SBank-CRM enhances your understanding of your clients and improves service delivery through its intuitive, consolidated dashboard. This platform provides a unified interface that allows you to grasp customer requirements, deliver personalized services, and make informed decisions. SBank-CRM aggregates data from operational systems, business intelligence, and decision support systems into one cohesive platform. With its powerful customer analytics, it not only bolsters customer satisfaction but also uncovers new sales opportunities by offering real-time insights into customer data, including financial summaries, product engagement, purchase likelihood, profitability, and other critical analytical metrics. Furthermore, the system's user-friendly design ensures that businesses can quickly adapt to changing customer needs and market trends.

Description

Enhance your connections with top-tier integrations and reporting tools to maximize the utility of your data. By establishing a unified source of truth, you can glean more actionable insights that facilitate a profound understanding of your customers and their financial paths, ultimately transforming engagement and enhancing the overall customer experience. Build a data-driven ecosystem at the heart of your sales and marketing efforts. Use these insights to analyze performance metrics and gain a clearer picture of your return on investment. Total Expert serves as a uniquely designed CRM and customer engagement platform tailored specifically for banks. Institutions that collaborate with Total Expert experience growth at 2.2 times the industry average, fostering stronger customer relationships, increasing retention rates, and achieving higher levels of customer satisfaction—all through a balanced blend of digital and human interactions. This approach not only streamlines operations but also ensures that customer needs are prioritized at every touchpoint.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

COZYROC SSIS+ Suite
TrustEngine

Integrations

COZYROC SSIS+ Suite
TrustEngine

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

SWORD BROS

Country

Russian Federation

Website

swordbros.ru/portfolio/sbank-crm-4/

Vendor Details

Company Name

Total Expert

Founded

2012

Country

United States

Website

totalexpert.com

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

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

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