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UBM CRM
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UNiQUARE Business-Management
(UBM) CRM |
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A
bank specific solution to manage your sales processes and customer relationship
management.
Download
factsheet |
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UBM CRM was developed
to meet the particular needs of financial service providers. A significant
number of independent studies have rated it the leading CRM and sales
solution. |
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The
sales and CRM hub
UBM CRM acts as the information hub for sales and customer relationship
management. It functions as an interactive pivot enhancing up-to-date
data stored on the host by additional sales specific information and links
this enhanced information to financial analysis and product specific advisory
programs. A closed sales circuit is created by integrating administrative
processes.
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Features overview
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Customer and prospect administration
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Product information system
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Tasks and diary management
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Sales planning and management
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Campaign and event management
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Promotions management
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Administration management
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Organisational planning
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Multi-dimensional reporting
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Process management
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Multi-channel management
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