Intranet
A CRM can be used to track and manage business opportunities, especially in regards to new markets and potential customers. This includes lead tracking, business contact management, and identifying opportunity areas to expand presence in international markets. The ability to track opportunities can help companies focus their efforts on areas with greater growth potential.
The automation of business processes, such as order management, billing and shipment tracking, can be optimized through a CRM. Automation not only improves efficiency, but also reduces the possibility of manual errors. This is especially crucial in the import and export industry, where accuracy in documentation and logistics is essential to success.
CRM systems provide analysis tools that allow companies to evaluate sales performance, identify purchasing patterns, and analyze the profitability of different product lines or markets. This helps in strategic decision making, allowing companies to adjust their import and export strategies based on market trends and customer behavior.
Automating your flows has never been so fast and easy
CRMUsing a mobile application, businesses will be able to create opportunities and see the commercial penetration effort in the market.
Service DeskCustomer service is centralized, even with multiple channels such as mobile banking, online banking, self-management and branches.
IntranetStandardizing profiles and roles in various bank branches improves Human Resources management, optimizes operations and increases productivity by clearly defining positions and allowing fluid changes.
SyncSingle sign-on can be applied to all banking solutions, adapting the solution to evolve according to needs