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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

CRM Software™ empowers businesses with a customer-focused approach by meticulously documenting every transaction detail of their clients. This comprehensive tracking enables an in-depth analysis of the customer's entire engagement with the company, revealing distinct behavioral trends. By facilitating strong customer relationships and fostering loyalty, CRM Software™ serves as an optimal solution for enhancing customer interactions. It enables personalized marketing efforts that enhance the customer's propensity to spend more, ultimately increasing the value derived from the relationship over time. Additionally, CRM Software™ operates as a hybrid model, capturing customer profiles regardless of whether they shop in physical stores, online, or through any other channel. Furthermore, this software seamlessly integrates with IVR systems and call centers, ensuring that a complete record of customer interactions is maintained across all points of contact, thereby enriching the overall customer experience. This holistic approach not only improves service delivery but also positions businesses to better anticipate and meet customer needs.

Description

VeriTouch helps you to serve, solve and sell. VeriTouch, a vertical Customer Engagement solution built on top of Microsoft Dynamics 365 and optimized with industry best practice, allows financial institutions to put customer relationship management (CRM) at the heart of their digital transformation journey. VeriTouch consolidates information from the organization's digital channels and back-end systems. It provides a unified interface with standardized processes for serving customers efficiently. It also offers streamlined and tailored solutions that address customer concerns and needs. It also provides recommendations and guided sales tools to deliver relevant and differentiating offers to customers. VeriTouch Benefits; Improve Data Quality, Reduce TAT and Cost of Servicing. Improve Cross-sell Rate, Provide Single View Of Customer, Improve Sales Team Efficient, Reduce Cost of Client Acquiring, Improve Marketing Efficiency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Exelysis Contact Center Yes 
Microsoft Dynamics 365 No 

Integrations

Exelysis Contact Center No 
Microsoft Dynamics 365 Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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 No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
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 No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

CRM Software Pty Ltd

Country

Australia

Website

www.crmsoftware.com.au

Vendor Details

Company Name

VeriPark

Founded

1998

Country

United Kingdom

Website

www.veripark.com

Product Features

CRM

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

Product Features

Banking

ATM Management No 
Compliance Tracking No 
Corporate Banking No 
Credit Card Management No 
Credit Union No 
Investment Banking No 
Multi-Branch No 
Online Banking No 
Private Banking No 
Retail Banking No 
Risk Management No 
Securities Management No 
Transaction Monitoring No 

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 

Financial CRM

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

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