Comprehensive Customer Management for Financial Service Providers

Customer Management Module



1. Ability to import clients and leads from excel into the system (we shall need a sample format)



2. You can store contact details of all your customers online.



3. You can keep a track of how many products/services a particular customer has acquired from you.



4. You can keep a track of number of customers.



5. You can promote all your products/ services on a regular basis to your customers in an automated way and generate more business.



6.Tag contacts based on their services enquired / availed so you can send perfectly targeted marketing messages that convert at much higher percentages



7. Create multi-step nurturing sequences that automatically warm your customers so they buy other services from you when the time is right and not from your competitors



8. Imagine you can automatically send pre-defined e-mail and SMS messages to your clients without the need for any staff involvement.



9. You can maintain PR with your client by sending them automated email greetings, birthday or festival wishes and reminders to your customers without bothering.



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To view all Testimonials : http://www.dquip.com/testimonials



To view all Clients : http://www.dquip.com/clients

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