1. 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

2. 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.

3. 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

4. Prospect Identification Channels
Entiovi CRM Structure
Prospect Identification Channels

5. 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