Contract & Client Management Identify Acquire Entiovi customer relationship management (CRM) system is tuned for marketing & sale of Financial Products by BFSI Organizations –Process integrates customer profiles, interactions & transactions to provide a comprehensive view of customers: further the CRM system is BI compliant. Contract & Client Management - Product Entry - Client Tie-ups - Payment Terms - Product Finalization - Lead Assignment Telesales - Call Plan & Execution - Appointment Syncing - Lead Hand-over Field Sales - Lead Sourcing Management - Lead Conversion - Application Capture - Application Verification - Application Handover - Customer to Partner Campaign - Set Business Goals - Campaign Design - Campaign Execution - Segmentation - Performance Track Sales Performance - Build Incentive Scheme - Scheme Entry/Update - Incentive Computation - Payout Lead - Lead Assign: Single - Lead Assign: Bulk - Lead Procurement
Campaign | Sales | Contact | Support 3600 View of Entiovi CRM contains automated marketing management tools to automate, track, and report on marketing efforts - allows to target campaigns based on customers' histories and support cases. Campaigns and Events: schedule & track all marketing campaigns and events to make intelligent decisions on where to invest, with validated campaign impacts Campaign Prospect View: Prospect Insight to opportunity data removes disconnect between campaign and sales outcome - allows to create cost metrices on vetted prospect, opportunity and sale. Lead Conversion Management: potentials / opportunities always get to the right sales representative and never fall through the cracks Sales, Marketing & Support Reports: Designed to achieve a comprehensive view of company, customers, and competition. Provides analysis that assists in planning correct reactions to changing market conditions faster than ever.
Effective sales by empowered Sales Team Reduced Cost of Sale Higher Success Rate Meeting Customer SLA Aligning Investment with Revenue Ease of Issues Identification for resolution Higher level of Customer Retention Optimized productivity Exceptional level of Customer interaction Entiovi Difference Digital Acquisition Administer Lifecycle Collection Claims Disburse on Maturity Effective sales by empowered Sales Team Transparent Pipeline | Team Collaboration Easy execution of Effective Campaigns Target optimised campaign | Improved response | Plan on the Go | E-2-E view Ensured Customer Satisfaction & Loyalty Interactive Customer Management | Benchmarked SLA | Performance Monitoring Informed Business Decisions Optimized Cost-of-sale | Variance Monitoring | Trans-organizational Productivity Ease of Implementation & Scalable application Competitive TCO | Easy to Integrate
Prospect Identification Channels Entiovi CRM Structure Prospect Identification Channels
Technology Stack : Technology Database : Post GRE Scripting : Python ORM : Odoo ORM / Odoo enterprise Front End : XML Availability : Enterprise / Community Scalability : High with no limitation of users OEM Tech Support : Odoo On Premise & Cloud version