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PMS System (Prospect Management System):
This software is meant for the marketing departments of bank's .It will prove to be a shot in the arm for bank's who want to market their products the way FMCG Companies market their products. The features of the product are as follows.
Membership Management: Enables you to define user types and roles
Segment & product management: enables you to define your products and services and classify them in appropriate focus segments.
Opportunity Management: Enables you to track specific opportunities and deals
Target Management :enables you to set targets for your team and track them on a periodic basis.
Quotation Generator: allows you to generate quotations and track them to closure .
Schedule Management: allows you to generate quotations and track them to closure.
Report Management: allows you to generate up-to-date reports and charts of sales data.
Data Management: allows you to transfer key application data to an excel spreadsheet for further processing .
Key Benefits Of this system
Define Organization hierarchy to secure data access
- Restrict user level views of the sales data.
- Track your products sales by each sales member
- Forecast Segment trends and products demands for resource allocation
- Proactive approach to Account Management
- Enhance sales effectiveness
- Share your Account details company wide
- Improve response times and enhance your CRM skills
- Enhance pipeline management
- Well informed forecasting of revenue projections
- Increase effectiveness of sales targets
- Receive up-to-date results of targets achieved
- Maximize your time and productivity
- Track mails and activities associated with prospects
- Fully integrated with Microsoft Outlook Express
- Revise price quotations to customers depending upon user rights
- Generate Reports that assist you in forecasting trends and allocating resources
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