How banking sector can benefit from Sales CRM LeadPrime?

In today’s competitive banking domain, the sales representatives are forced to balance new business development activities and also focus on retention of the current client accounts. Reports show that almost 85% of the sales reps have no ‘documented’ plan to attain their goals and approximately 73% are witnessing tough time to maintain the interest of their top accounts.

Solutions like assigning relationship managers to bring on board new business while strengthening existing loan and deposit ties are not giving desired results. Then is it possible to achieve sales goals?

The key to reaching the sales targets in banking sector is through an efficient Sales CRM product like LeadPrime. From the small banking institutions to the bigger players, LeadPrime have potential to help in increasing pipeline generation and lower sales cycles. Some of LeadPrime’s top features are 

•  In-built marketing campaigns for serving the existing and prospective clients better. 

• Easy integration of LeadPrime with the bank website so that online generated leads gets automatically stored in LeadPrime software. 

• Timely follow ups with clients on different products such as loan and deposit scheme. 

• LeadPrime’s media intelligence can be used for analyzing and comparing results from marketing programs to decide if you are getting the best ROI. 

• Mobile access to customer data consisting of profile, interactions, financial accounts. 

• Quick search across profile and assets to reach out to the right customers with the suitable offer and target new cross-sell opportunities. 

• Relationship model permits the bankers to keep a close track of the difficult customer, corporate, legal relationship, etc. 

• Streamlining of important processes like account opening, portfolio affirmation and financial planning. 

• Sales CRM LeadPrime can track the growth of sale opportunities, hence considered as the best sales acceleration platform. 

• Focusing on lead prioritization and data visualization for an immersive experience with sales data to focus on prospective lead conversion. It helps the sales team improve their performance apart from identifying the problem areas. 

So, are you looking for a product like LeadPrime that will boost the productivity of your sales reps? Get in touch with us today for a free demo to learn more about the benefits of using Sales CRM LeadPrime.