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Consumer Relationship Management

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Presentation on theme: "Consumer Relationship Management"— Presentation transcript:

1 Consumer Relationship Management
Consumer Finance

2 CRM – An Approach for Consumer Finance
Product Management Campaign Management Resource Management Life Cycle Management

3 Product – Creation & Maintenance
Product and Sub Product maintained Each Product can have multiple sub products Calculator and Special Offers associated per sub product

4 Campaign – Planning & Execution
Campaign created and maintained Campaign workflow defined with stage transition rules Campaign assigned to teams Consumers associated with campaign automatically or manually

5 Resource – Assignment & Monitoring
Team Creation Team Hierarchy Team Assignment Individual QA Scoring

6 Life Cycle – Nurtured to Completion
Specific Product based campaign plan Leads assignment to campaigns Leads Life Cycle tracking Automatic Stage transition controlled via disposition sub disposition status

7 CRM – with Dialing-out Facility
User can dial out the consumer using in-house dialer system User can hang-up once conversation is over Conversation recorded and available for future reference Call conferencing facility available Call history maintained

8 Application Tech-Stack
Core Banking CRM Module HRM Module Finance Module ERP Application Card Operation

9 Entiovi Technologies Private Limited
Thank You !!!


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