Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
An effective CRM system designed to keep track of all showroom visits, bookings, vehicle transactions, loans, and payment timelines is essential. You can establish revenue-based sales goals for various periods such as monthly, quarterly, or biannually. Additionally, it's possible to set, oversee, and evaluate sales targets for both your enterprise and the members of your banking sales team. This tool allows you to assess and enhance the sales performance of your business and sales personnel alike. You can easily check the status of every follow-up and prioritize leads to expedite the process of opening new accounts. Furthermore, by evaluating the condition of each lead follow-up, you can strategically prioritize efforts to boost sales more efficiently. Ultimately, this CRM empowers you to streamline operations and maximize your sales potential.
Description
Productivity solutions facilitate quicker and more effective interactions with customers. Establishing a unified repository of information enhances the quality of responses provided. Our tools are designed to pinpoint customer traits that indicate product affinity and purchasing intent. By implementing multi-step omnichannel marketing strategies, you can boost your return on investment. We cater to various sectors, including banking, insurance, mutual funds, and securities, offering flexible deployment options through on-premise, private, or public cloud solutions, tailored to your preferences. This adaptability ensures that you can select the deployment method that best fits your organization’s needs.
API Access
Has API
No
API Access
Has API
No
Integrations
Ion
No
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
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
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Dquip
Founded
2009
Country
India
Website
www.dquip.com
Vendor Details
Company Name
Talisma
Founded
1994
Country
United States
Website
www.talisma.com
Product Features
Automotive CRM
Call Logging
No
Contact Management
No
Customer Support
No
Inventory Management
No
Lease Management
No
List Management
No
Marketing Automation
No
Product Catalog
No
Quotes / Proposals
No
Service Department Management
No
Showroom Management
No
Territory Management
No
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
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
Healthcare CRM
Audience Targeting
No
Campaign Management
No
Marketing Automation
No
Medical History Records
No
Patient Communications
No
Patient Management
No
Physician Management
No
Predictive Analytics
No
Real Estate CRM
Campaign Management
No
Client / Property Matching
No
Contact Management
No
Dashboard
No
Email Marketing
No
Interaction Tracking
No
Lead Management
No
Property Alerts
No
Referral Tracking
No
Segmentation
No
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No
Lead Management
Activity Tracking
No
Campaign Management
Yes
Lead Capture
No
Lead Distribution
No
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
No
Prospecting Tools
No
Source Tracking
No
Sales Force Automation
Call Management
No
Campaign Management
No
Channel Management
No
Commission Management
No
Contact Management
No
Contract Management
No
Customer Database
No
Email Marketing
No
Field Sales Management
No
Lead Management
No
Opportunity Management
No
Performance Metrics
No
Proposal Generation
No
Referral Tracking
No
Sales Forecasting
No
Territory Management
No