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Creatio bank sales demo video: CRM for banks and financial institutions - YouTube
Channel: Creatio
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Bpm鈥檕nline bank sales enables you to automate
the best practices for building sales in the
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banking sector.
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These processes take into account the specifics
and nuances of working with small, medium
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and large clients.
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Bpm鈥檕nline handles routine assignments that
would otherwise take your staff hundreds of
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hours.
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The system is capable of automating repeatable
processes.
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This frees up your employees to spend more
time on your customers and improve your company鈥檚
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communication with them.
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You can easily work with bpm鈥檕nline bank
sales on a computer, tablet or smartphone.
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Manage your leads, opportunities and contracts
using best practice business processes.
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Analyze every stage of your journey with the
customer; from discovering the need to closing
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the deal.
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Work with product catalogs, track financial
indicators, receive information regarding
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legal entities and individuals, and communicate
with your colleagues with bpm鈥檕nline bank
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sales.
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Create a unified database of potential and
existing customers of your bank.
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Segment your customer database using the given
set of parameters to help your company operate
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efficiently.
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In bpm'online bank sales, you can manage a
full profile of a legal entity.
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Store contact data and see the entire history
of interactions with each customer.
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You can view the transactions that have been
made with the client, including active contracts,
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bank accounts and cards, as well as opportunities
and financial indicators.
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To view the information on all contracts or
financial indicators of all of your customers,
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go to the corresponding sections of the system.
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Bpm鈥檕nline bank sales has all the right
tools for capturing and tracking leads.
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Create leads manually or import lists of potential
customers through a broad range of sources.
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Let bpm鈥檕nline bank sales automatically
verify the data, create a new individual and
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guide you through the process of lead management.
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Use lead pipelines and built-in section dashboards
to analyze statistics.
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Manage all opportunities in bpm鈥檕nline bank
sales leveraging a single information environment.
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Continue working with opportunities by the
out-of-the-box best practice processes for
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corporate sales.
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At each stage, the system prompts for the
necessary steps that allow you to organize
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and simplify daily routine operations.
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The closed deals are saved in the system as
signed contracts, which can be imported from
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your ABS.
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Leverage the sales pipeline to analyze the
bank鈥檚 performance at each stage.
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Assess conversion between the stages, evaluate
pipeline integrity and compare the pipelines
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of individual representatives or departments.
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Automate key business processes using a powerful
yet simple visual process designer.
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Model processes in BPMN using preconfigured
elements for creating activities, working
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with pages, processing data, and invoking
external services.
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Regardless of the complexity and size of your
bank鈥檚 product and service portfolio, be
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certain you can store them all in bpm鈥檕nline
bank sales.
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Each product can match an unlimited number
of parameters: interest rates, terms, repayment
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schedules and many others.
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Make sure your goals are achieved by easily
planning sales volumes by account managers,
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bank products or services.
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Get relevant statistics or selected indicators
(for example, the number of customers in a
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region or industry) displayed as charts and
create list of the most important information.
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Take advantage of the extended capabilities
for user interface customization.
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Go to the System Designer section, if you
need to setup workplaces, show or hide system
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sections for different user roles, or personalize
the application by adding your company logo
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or changing the color according to your corporate
style.
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Create documents based on section records
with predefined templates or add your own
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templates.
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The Enterprise Social Network (ESN) enables
employees to better engage, collaborate, and
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share information.
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Make calls, manage email, approve contracts
and collaborate across the enterprise social
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network using the communication panel.
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All notifications appear there as well, so
you will not miss any important tasks or events.
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Store articles, scripts, guidelines for new
employees, document templates, presentations,
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answers to frequently asked questions, and
any other useful materials in the knowledge
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base.
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Visit our Academy website to watch customization
tutorials and learn more about bpm鈥檕nline
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bank sales.
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