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DOĞRU TEMEL BANKACILIK ÇÖZÜMÜNÜ SEÇMEK

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InvestGlass, FIS'e en iyi alternatiftir

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INVESTGLASS TARAFINDAN GURURLA DESTEKLENEN MÜŞTERILERIMIZ 

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FIS'te ne yapamazsın  ?

FIS harika bir satış aracıdır, ancak kurulumu karmaşık bir yoldur ve% 100 İsviçre Barındırma ile InvestGlass gibi tarafsız bir ülkede güvenli bir barındırma sağlamaz.

Ayrıca, üçüncü taraf bir uygulamayla bile, FIS (Dijital onboarding, portföy yönetimi, KYC düzeltme, pazarlama otomasyonu) kullanarak gerçekleştiremeyeceğiniz bazı önemli satış işlevleri de vardır.  InvestGlass ile hepsi yerleşiktir.

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InvestGlass

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CESARET

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InvestGlass, bireysel bankacılık sektöründe gizli olan zorlukları, müşteri kabulü de dahil olmak üzere çok yönlü bir bankacılık CRM'si ile ele alır ve daha yüksek potansiyel müşteriler ve potansiyel dönüşüm oranları ile birleşir. Aynı zamanda, özelleştirilebilir müşteri portalımız müşteriyi elde tutma oranını artırır ve anında gerçek zamanlı bilgiler sunar ve anında içgörüler toplar. 

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Toplumumuz içinde bulunduğumuz salgınla karşı karşıya kalırken, her alanda kamu hizmetleri özgünlük ve risk açısından ilk sırada yer almaktadır. CRM çözümlerinin odak noktası, ihtiyaç duyulan hizmeti verimli bir şekilde sağlamak için ekip ve zaman yönetimidir. Yine de, başka birçok zorluk mevcut. Ekonomik durum nedeniyle, hükümetler, devlet kurumları ve hizmet sağlayıcılar gibi birçok kamu işletmesi, müşterilerin her zamankinden daha yüksek beklentileri ve piyasa rekabeti ile çelişen maliyetleri düşürmeyi amaçlamaktadır.  

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Tüccarlar için CRM bir zorunluluktur! Tüm işlemlerinizi ve onlarla ne yaptığınızı takipnıza yardımcı olur. Ayrıca, fiyatların değiştirilmesi veya yeni duyurular gibi belirli olayların ne zaman gerçekleştiğine dair bildirimler ayarlamanıza izin vererek piyasalardan haberdar olmanıza yardımcı olabilir. Başlamak için, ücretsiz deneme süreleri için çok çeşitli CRM seçeneklerinin bulunduğu InvestGlass'a gidin!

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InvestGlass, küçük firmalar için en iyi çözümdür, çünkü paket gereksinimlere göre özelleştirilebilir ve fiyatlandırılabilir.

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PROSPEKSİYON

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İŞE ALINMA

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MÜŞTERİ YÖNETİMİ

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OTOMATİK HİZMET

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ÜRÜN İTME

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ÖZET

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InvestGlass ticari bankacılık ve özel bankacılık için üretilmiştir

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Yasal zihniyetinize göre bir CRM seçmelisiniz. Hubspot CRM, Zoho CRM, Salesforce ve Microsoft, 2018 Bulut Yasası kapsamında yönetilen ABD merkezli CRM'lerdir. Bu yeni düzenleme bankanız için bir sorun olabilir, bu yüzden önce bir göz atmanız daha iyi olur. InvestGlass, sofistike bir satış otomasyon paketi ile en iyi alternatifi sunar, ancak kullanımı kolaydır. 

Temel bir CRM, Müşteri ilişkileri yönetimi, işlev kişileri yönetmek içindir, ancak bir kişi havuzundan daha fazlası olmalı ve müşterilerle ilişkileri geliştirme, satışları tahmin etme ve anlaşmaları kapatma gibi diğer önemli özellikleri sunmalıdır.

Müşteri verileri İsviçre'de Lozan ve Cenevre'deki Sunucularda barındırılmaktadır. InvestGlass temel CRM, küçük işletmeler için değil, aynı zamanda daha fazla iş zekası arayan daha büyük kurumlar için de uygundur. Pazarlama kampanyaları ve satış etkinleştirme araçları, InvestGlass paketinin temel özellikleridir. E-posta izleme aracı, İsviçre'deki tek bulut tabanlı platforma eklenebilir. InvestGlass, birkaç tıklamayla iletişim verilerine bağlanmak için SMS ve e-posta işleviyle API'ye bağlanır. Hesap yönetimi ve kapanış satışları, InvestGlass'ın hepsi bir arada bir araçta iletişimi yönetmenize izin vermesiyle kolaylaştırılmıştır.

InvestGlass PMS, uygulama performansını etkilemeden büyük hacimli işlemleri gerçekleştirebilir.

Satış hunisi, web sitenizde barındırabileceğiniz boru hattı yönetimi ve müşteri adayı oluşturma formlarıyla özelleştirilebilir. Satış döngülerindeki görevler , her işlem hattındaki panolar halinde düzenlenebilir. Campaign yönetimi, satışları artırmak ve potansiyel müşterileri birkaç tıklamayla tespit etmek için yapılır.

Başarılı iş sonuçları sunmak için tüm satış süreci otomatikleştirilmiştir. Bilgiye gerçek zamanlı erişim sunar ve satış temsilcilerinin satış döngüsünü izlemesine ve bunları uygun ürün ve hizmetlere bağlamasına olanak tanır.

İşletme yönetimi, müşteri adayı yönetim araçlarından ve satış verileri analizinden keyif alacaktır. InvestGlass, satış verimliliğinizi artıracak sağlam bir müşteri yaşam döngüsü yönetimidir.

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Gerçek bir insanla konuşun.

Rehberli bir turla InvestGlass'ın özünü öğrenin.

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