LMS Chennai-Bangalore-Mumbai-Delhi | Lead management Chennai-Bangalore-Mumbai-Delhi | Lead management system Chennai-Bangalore-Mumbai-Delhi | Salesforce automation Chennai-Bangalore-Mumbai-Delhi | Campaign management Chennai-Bangalore-Mumbai-Delhi | Sales management Chennai-Bangalore-Mumbai-Delhi | Sales tracking Chennai-Bangalore-Mumbai-Delhi | Partner Management | CRM lead management | Sales lead management Chennai-Bengaluru-Bangalore-Mumbai-Delhi-Hyderabad-Kochin-Kerala-Ahmedabad-India

KYC Management
Confirmation process of receipt of welcome kit, passwords etc. from customer
Based on Response, workflow management
When the response is closed by Back Office, automated pop-up to call center to complete the verification process.
Configurable Customer Interaction Questions Management
Workflow management based on response of customers

Easy to use GUI for creating and managing various rules (scenario) that will result into matching list of leads / customers. Create and Manage templates against every rule that consists of format of communication.
Users directly can work on this without any need for IT support. From the template of available data, user can create his own rule with multiple filtering criteria. Exclusion list can be uploaded to prevent communication with those leads / customers.
Scheduling can be done against every rule (one time / repeat).
Result of each rule can be configured to perform any of these activities :- Email / SMS / Call Centre for calling / just parking of result as excel file / passing to another application.
System will automatically perform any of the activities based on the configurations and just with a click user can take the analytical reports of such event based communications.
Response by lead / customer by Email / SMS is automatically Read by the system and based on key words process them effectively through workflow.
Interested customer lead / customer data is separately identified for processing through sales

Customer Incident Management / Query Tagging – Collation of queries from multiple channels – Email, SMS, Walk-in, Postal (courier), Inbound Call Center, Website Complaints / Queries, Received from External agencies like Government, Legal entities etc.
Inbound Call Centre – IVR supported.
Single screen – displays all open incidents, closed incidents, customer data, security questions for verifications, displaying of key data of customer, registering and processing current incident/query, customer transactions, customer data, Tagging to Master Incident, etc.
Configurable workflow – with which user can dynamically create and manage categorizations & sub categorizations (up to ‘n’ Level) for handling incidents / queries. Workflow can be configured against any categories. User based / Role based workflow with TAT & Escalation Matrix is available.
Auto reading of emails / SMS / bulk uploaded incidents and process them by initiating appropriate workflow
Customer notification through Email / SMS / Customer Portal.
Provision to attach any type of documents against any incidents / queries at any stage.
Knowledge base – Repository of all documents / incidents for quick reference by Customer Service Team for processing.
Reminders / Escalations / Transfers / Reassign of incidents / queries
Social Media Interfacing for posting status of incidents along-side cross sell / up sell opportunities.
Cross Sell & Up Sell

Accessible over Hardware platform including Tablets, iPad, Smart Phones etc.
Report Generation Tool for generation of tabular, graphical and letter based reports.
Multi Company, Multi Location, Multi Product / Campaign, Unicode based Multi Lingual.

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