Product & Campaign Functions

Product Category & Product Types
Product Management
Single / Bundled Products
Campaigns / Road Shows – Single Product / Multi Product
Responses & Sub-Responses – based on Product Category
Workflow based on Responses
Collation of Leads automatically from multiple channels like
Walk in Leads
Database
SMS
Web leads
Cross Sell / Up Sell Leads
Data Mining of Existing Customers
Social Media Leads
Call Center Leads etc.
Supports Round-Robin Method of equal loading of resources and Central Pooling method – accessible to all.
Auto Lead Allocation based on Product & Channel
Call Centre Management with IVR Integration
Based on Response selection Lead Movement across various user levels / users.
Access Rights based on Branch / Product Category

Branch / Region / Zonal Access
Single Product / Multi Product Campaign
Third Party Product Tagging (e.g. BancAssurance)
Campaign Activity / Job / Scripts / Templates Management
Attaching multiple Documents against Campaigns
Attaching Templates against campaign which can be used to send email to leads directly from system based on the requirement (e.g. product literature etc.)
Campaign Budget and electronic Work-flow for New Campaigns / Road shows
Campaign Script
Campaign Period
Campaign Owner
Termination of Campaigns / Extensions of Campaigns.
Campaign Location Management

Work flow based on Channel / Product or Campaign / Response
Responses and Sub Responses
Corporate / Retail Leads
Customer Details – with Duplicate Check Enabled
DNC – Do Not Call Enabled
Customer Segment, Gender, Occupation—Additional 20 Configurable Fields
Lead Priority, Rating, Nature, Staging and Current Response
Auto Reminder of Pending Leads, Pending Appointments / Meetings
Lead By Source
Cross Sell / Up Sell
Complete History of Lead
Sharing of Leads with others
TAT Configuration and Escalations based on TAT
Higher User can access all leads and act
Escalated Leads can be accessed by the users to whom it was escalated for action.
Monitor the pattern of Response update and based on number of times same response (configurable) moves the record to Churn / Trash bucket.
Lead Conversion / Closure separately monitored

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