Sales & Marketing
Knowing the customer to provide a tailored experience, maximising customer satisfaction and profitability.
PFS CRM - Sales & Marketing is a solution that aims to support the Business, Marketing and Commercial Departments in the management of customer relations, contributing to the adoption of more systematised, proactive and customised commercial dynamics.
The Asseco CRM Framework comprises three main pillars, Commercial Agenda, Campaigns and Reporting & Analysis, running on Microsoft Dynamics CRM.
Integrated View
Access to a 360 view of the customer, including the integrated position.
Automatic Alerts
Automatic business-related alerts.
Handling of Opportunities
Management of business opportunities, with reconciliation with core banking.
Campaign management
Planning, execution and monitoring of marketing initiatives through the various contact channels.
Reporting and analysis
Strategic and tactical dashboards customised by user profile. Processing of large volumes of data through filters and graphs. Availability of pre-prepared reports and the possibility of creating new ones.
Earning and Retaining Loyalty
Attaining loyalty is possible when you are proactive and truly know your customer. By doing so, you provide the customer a positive experience, while earning his/her loyalty.
Productivity
Optimisation of activity planning and handling of sales opportunities. Reinforcement of the commercial teams' proactivity through automatic alerts and warnings.
Cost Reduction
Easy to implement solution with reduced time-to-market.
Adaptable to the Culture
Flexible and customisable solution that enables the implementation of new functionalities in accordance with the needs.