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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

As customer expectations continue to rise, banks must swiftly identify and understand these needs, aligning them with their own business goals more effectively than their competitors. With rising acquisition costs, it becomes crucial for banks to maximize profitability from their existing clientele, leading to enhanced business performance through more strategic decision-making. A well-structured approach to customer relationship management is essential, encompassing the design, execution, and oversight of strategies. Furthermore, support for cross-selling and up-selling should be informed by careful analysis of customer behavior, allowing banks to tailor their offerings. Importantly, there are no restrictions on the number of users or the volume of decisions and workflows that can be processed, providing banks with the flexibility to scale their operations efficiently.

Description

For any organization aiming for success, fostering outstanding customer relationships is essential, and the initial step in this process is embracing a straightforward strategy for customer relationship management (CRM). CRM encompasses all the tactics, methodologies, and technologies utilized by companies to oversee their communications with both existing and prospective clients. By implementing effective CRM practices, businesses can cultivate stronger bonds with their customers, leading to enhanced loyalty and retention, both of which significantly influence a company's profitability. Etiya's Customer Relationship Management solution offers a highly adaptable, customer-focused, omni-channel experience that enables organizations to surpass customer expectations through engagement across various platforms and channels. Additionally, Etiya CRM features a comprehensive, integrated lead-to-cash workflow for efficient customer management. Analyzing social media helps identify communities of interest, as well as potential opportunities for cross-selling and upselling, thus further strengthening customer relationships. In this ever-evolving marketplace, leveraging these insights can provide a competitive advantage.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amazon Web Services (AWS) No 
Wipro Cloud Studio No 

Integrations

Amazon Web Services (AWS) Yes 
Wipro Cloud Studio Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Scorto

Founded

2001

Country

United States

Website

www.scorto.com

Vendor Details

Company Name

Etiya

Country

Netherlands

Website

www.etiya.com/en/products/customer-relationship-management

Product Features

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking Yes 
Household Tracking Yes 
Influence Tracking Yes 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management No 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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