Asset Management CRM Infrastructure

Customer Account Management
– Centralized customer and distributor db
– Customer relationship maintenance
– Prospect conversion rule
– Investment products
– Document repository
– Email distribution List
– Commentaries maintenance & distribution
– Maintenance of RM details
– Tracking of RM activities
– Adhoc reporting
– Supports mail merge

Sales Management
– Sales activity tracking
– Sales forecast and cost figures
– Sales reporting
– Scheduled reports
– Cross Sell/Upsell

Leads Management
– Lead capture
– Prospects Reporting
– Pipeline tracking
– Sales call reports
– Activities tracking
– CRM Outlook (Online access only)

Complaint Management
– Aggregation of survey feedback
– Feedback and complaint tracking

Others
– Audit Trail
– Role base security
– Adhoc report through wizard, excel, filtered views
– Maker checker