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Banks which opted to build automation platforms that are custom-fit saw a
considerable rise in sales conversions.
Kapture is a fully customisable, sales and marketing automation platform using which
you can run and audit marketing campaigns, fasten pre-sales and sales processes,
maintain Customer delight with a tailor-made CRM and analyse future trends with
cutting edge analytics.
Customers
lead
Once the sales team/ Collections Team/ Personal Bankers team of a particular branch has
been allocated leads, each team member can be assigned daily tasks with reminders to
meet these prospective customers.
The exact location of each team member can be tracked and a daily adherence report can
be generated with the number of open and closed leads.
Incase the timelines are not met then the query can be escalated to the
senior management.
Track performance of
Marketing campaigns, Sales
teams, Personal Bankers,
Customer service executives
with 300+ ROI based reports.
Analyse daily, monthly, yearly
reports based on customised
parameters to foresee future
trends and pre-plan your
sales and marketing
strategies.