COA for BankingAdvanced Software Applications
|
SprinxCRMSprinx Systems
|
|||||
Related Products
|
||||||
About
Why limit automation and optimization to just outbound Marketing? True synergy happens when everyone works together all of the time. With COA there are no more excuses why valuable opportunities inevitably slip away. Look at your business through your customer's eyes. They see a single entity, not LOBs or separate departments. You need a similar holistic view of them. One that's not limited to singular functions like Sales, Marketing, Underwriting or Service. COA is that complete, seamless view. It ties marketing to sales, sales to service, and so on. With COA everyone/team member and every effort are aligned and accountable. COA establishes a dynamic customer profile. And that profile is easily configured to fit your culture and organizational needs. By design, COA systematically identifies and presents new customer opportunities in priority order based on whatever matters to you, including valuation, context, time-sensitivity, and each staff member's skill level to proper
|
About
Learn who are your clients. Improve your processes to keep your existing customers, understand their needs and increase their satisfaction. Try out our system solution for your business. Our joint aim will be your satisfied customer. An exceptionally effective tool to manage sales and marketing agendas. Grow your business, establish truly effective marketing campaign strategies, and plan for future opportunities. Centralize your intra-business operations. Organization of customers in similar groups suitable for reaching. Use your CRM simply for targeting your marketing. No applications! Get all information easily in your web browser. One place for data management, one storage location and fewer problems with GDRP. An acquisition sales representative is interested in different information than an account manager. Adapt CRM to your employees! Instant view of the sales team’s performance thanks to a well-organized map reporting.
|
|||||
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
Audience
Banking sector searching for an Opportunity management and CRM platform
|
Audience
Businesses searching for a CRM solution to improve their services and increase sales
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
No information available.
Free Version
Free Trial
|
Pricing
$7 per month
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationAdvanced Software Applications
Founded: 1992
United States
www.asacorp.com/coa.jsp
|
Company InformationSprinx Systems
Founded: 1996
United States
www.sprinx.com/crm-business-systems
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
|
|||||
|
|
||||||
Categories |
Categories |
|||||
Banking Features
ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring
|
CRM Features
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
|
|||||
Integrations
No info available.
|
Integrations
No info available.
|
|||||
|
|
|