Bpm`online bank sales

bpm’online bank sales is a system for management of corporate sales of banking products.

On March 26, 2015 the Terrasoft group submitted the version of the bpm'online bank sales system.

By means of ready business sales process a system prompts actions, allowing the manager to select optimal tactics of work with the client at each stage of the transaction: from requirements analysis and assessment of potential return of the legal entity before signing of the contract.

Bpm’online bank sales allows to build the correct strategy of customer interaction, considering all available information:

• complete profile,
• data from social networks,
• role of the contact person in decision-making,
• history of relationship,
• the existing products,
• financial Performance.

• Using a system it is possible to calculate the potential and actual importance of the legal entity to use all potential of cooperation.

• Idle time, unique for product of financial market, and the intuitive interface provides fast start of work with a product. Besides, it is equally convenient to work with the application on the computer, the tablet and the smartphone.

Bpm’online bank sales is a product of a CRM line bpm’online financial services for management of all complex of relationship of bank with the client.

Funnel of sales, 2014

As a part of a line:

• bpm’online marketing for cultivation of customer needs,

• bpm’online lending for automation of the credit pipeline,

• bpm’online bank omnichannel for automation of the operational front office, contact center and a personal account of the client

• bpm’online debt collection for debt collection process management.

Representation of Bpm'online sales, 2014

bpm’online bank sales 7.6 - is more than tools

On August 26, 2015 the Terrasoft company announced an exit of release of bpm'online bank sales of version 7.6.

The version of bpm'online bank sales 7.6 is added with tools for the organization of transparent, effective process of customer interaction. A system conducts the manager from drawing up a complete portrait of the legal person - for assessment of his requirements, investment attractiveness and potential return, before the choice of optimal strategy of the transaction. The intuitive interface makes work of the user easier more conveniently.

In this version of a product the convenient visual structure of groups, the related companies is implemented. The mechanism helps to consolidate information on the company client and on all holding into which it enters:

• activities,
• sales,
• agreements,
• financial performance of all participants of group
• complete history of relationship.

It provides coordination of strategy of work of managers of bank who work with the different companies of one group. Having created common offering, taking into account the interests of all of GSK, they increase chances of successful closing of the transaction.

Screenshot of application window 2015

Increase in efficiency of work with base of clients

Cleaning and completeness of data on clients and sales affect efficiency of work with clients. For receiving the maximum ROI from work with the CRM system, in bpm’online bank sales 7.6 the intelligent mechanism appropriating certain "weight" to parameters of the client and estimating quality of filling of a profile of the client or sale is created.

Screenshot of the software screen, 2015

Providing data in a convenient form, a system shows to the manager - on what important natural persons, legal persons, sales at him have not enough data, and to the head — on what customer groups the lack of information will entail risks for the transaction. Entering a gamification element to work of the user a system stimulates it to enter all data into the system that affects efficiency of work with clients and, as a result, financial results of bank.

Process control of sale of banking products to legal persons

The manager of bank should hold near at hand the complete history of communications with the client — correspondence on the individual, sale or the agreement precisely to define readiness of the client for purchase and to create the correct tactics of interaction.

Screenshot of application window 2015

In the section Documents of the version of bpm'online bank sales 7.6 collect client documents with a binding to the individual, legal entity, sale or the agreement. A system stores the change history and chronology of activities according to each document, specifies interrelations for fast transition from one document to another. If the natural person, sale or other object are mentioned in the letter, bpm’online bank sales will also automatically create interrelation between them. Besides, in a system ready business process of vising which accelerates approval of documents electronically is configured.

Convenience of work in a system

bpm’online bank sales contains all innovations of the bpm'online 7.6 platform which add convenience in work with different data and communication channels. Widgets in results, multiple currency fields, filters with parts and tags — these and other opportunities help and facilitate work in bpm’online.

Possibilities of telephony are expanded, they will increase interactivity of communication. History of calls for quick search, subscribers with whom the manager communicated recently is stored in a communication panel. Function of listening of a call recording will help to control quality of work of employees, and video calls — to reduce distance between colleagues.

Screenshot of application window 2015