Empower your teams to master customer management

Want to be a trusted banking partner for corporates?

Rid your team of these worries first…

Clunky Manual Data Entry

Classic banking CRMs require manual data entry. When seen as a chore, this can result in incomplete data capturing, inaccurate pipeline forecasts and poor reporting. 

Arbitrary Customer Engagement

Without customer insights & prospect tracking, which happens with most classic banking CRMs. your engagement tactics, ROI’s and customer lifetime values can fall flat.

No Real-Time FOS Help

Classic banking CRMs don’t have mobile apps. If they do, the necessary efficiency tools for your relationship managers and other feet-on-street teams are missing.

Automate lead capture and data enrichment

Get maximum ROI from every Rand you spend generating leads

Prioritise the accounts and leads to chase first

Use the power of advanced prospect tracking to contact and engage the right people at the right time

Website and email tracking

Track and score the activities of all your prospects and contacts, including their website visits, interactions with emails and text messages, in-person meetings and phone calls with your relationship managers and much more.

For instance: Ebey Joseph, the Human Resources Head from your key account “ABC Corp,” just spent 10 minutes on the corporate credit card page. You might want to call them and touch base!

News alerts & social intelligence

Advanced news alerts and social signals help your team stay updated with the key happenings of their accounts and prospects, helping you contact them before your competitors do.

For instance: Your key account “GlowTree Tech” just raised Series A funding. You might want to send a congratulatory note, and attractive offers ASAP!

Location intelligence

Track your relationship managers’ locations in real-time, and notify them of the meetings they can do based on their schedule. This would increase the efficiency of your RMs.

For instance: Jason, now that your meeting at “Hilton Group” is over, you might want to meet your prospect Lindsey from “XYZ Corp.” She’s 500 metres away from you and you don’t have any more meetings scheduled for the day!

Build communication workflows that people love

Sales-driven communication flows that drive conversations

Know your accounts and prospects inside out

Get 360-degree views of your prospects and customers

360-degree views

Get a complete view of your prospects – their demographic and firmographic data, the products they are interested in and more.

Use this intelligence to connect with them at the right time and make the right pitch.

360-degree view of customer portfolio

Provide your relationship managers with comprehensive insights into account details, prospect details & the account portfolio.

They’ll always know the existing products, credit history and cross-sell opportunities, whether they are just touching base with the customer over a call or out in the field meeting them.

Empower your Relationship Managers

Send them to the field equipped with their work plan, routes and account information

Task and route planning

Use all the information at hand – account priority, prospect tracking and propensity to buy – to help them achieve more productive meetings on every outing.

Increase your customer lifetime value with cross-sales recommendations

Relationship Managers can quickly check the customer portfolio, receive cross-sales recommendations based on customer history, and pitch the right products to them.

Nearby prospect alerts

Relationship Managers can get recommendations of the prospects in the vicinity that they can visit. This will make every field visit more effective and efficient, and potentially more lucrative.

Automate sales activities that eat into your time

Never waste time on redundant tasks again

Analyse performance of every single product, salesperson and region

“30% faster loan disbursals than before.”

“LeadSquared helps us manage our lending partnerships with banks & NBFCs, and our internal processes across the lending lifecycle (sales, credit & operations) to disburse loans 30% faster than before. Our DSAs are 55% more efficient than before, and all their work is trackable.”

Anuj Sachdev

VP – Product, Qbera

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Office:  010 595 3571

Office:  010 595 3571

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