Our Opportunity Management capability allows you to identify and track opportunities from a single UI through a sales process. Opportunities, which are assigned to specific contacts, can be tied to a campaign, service request, or other entity. This data can rolled up along defined relationship hierarchies to manage the proposal process effectively. At the end of the sales journey, prospects can be automatically converted to a client based on select business rules, or Relationship Managers can convert them manually.
CRM for Private Banking provides several reporting and graphical formats that display data around opportunities in real-time, and to consolidate sales information for sales managers. In addition, pipeline reports and management dashboards are available to track and summarize interactions, progress, status, and activities across all opportunity stages.
And that’s just the beginning!
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