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ActivityManager allows you to easily track and
manage your customers’ and prospects’ activities, as
well as referrals coming from sources such as
employees, branches and business partners. Optimize
your institution’s workflow for critical customer
information such as leads, service requests,
customer treatment, and on-boarding processes -
according to your specifications. Activities are
then initiated, managed and tracked through multiple
“work stations” and assigned to employees throughout
the institution.
ActivityManager
takes referrals generated from Leadbuilder
and assigns them to employees throughout
your institution for prompt action.
ActivityManager
features/benefits:
-
Prevent
loss of valuable leads and other key
customer requests
-
Provide
your marketing,
operational, service
and sales departments with access to the
activity
database tables for reporting, tracking
and management of
vital assignments
-
Optimize
your objectives,
resources and time
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Manage
third-party lead
generation programs efficiently
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Organize
and centralize all business processes
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