Unified database of bank sales
Manage all opportunities in Financial Services Creatio, sales edition leveraging a single information environment. Define tactics for each opportunity, identify key decision makers, track competitors, analyze their strengths and weaknesses. Generate sales forecasts taking into account client’s budget, opportunity stage and sales probability.
For each opportunity regardless of its status track its complete history: activities, emails, contracts, chat discussions, files and notes. When analyzing the history of a deal you can return to any stage of the customer interaction based on the recorded chronology of events.
Out-of-the-box sales process
Employ the out-of-the-box best practice process for corporate sales. The process is designed to disseminate best practices of complex sales cycles, thereby greatly increasing sales manager’s chances to successfully close each deal. At each stage the system prompts for the necessary steps that allow you to organize and simplify daily routine operations.
Convert leads into opportunities by defining the relevant executives, client’s budget, needs, and timing for decision making. When creating a new opportunity the system automatically runs best practice sales processes to simplify the sales rep’s work.
Make smart decisions when qualifying an opportunity. Having analyzed each opportunity, reject or confirm further participation in a deal, and assign an owner for the opportunity.
Analyze customer needs based on the information recorded in Financial Services Creatio, sales edition. At this stage the system helps you by prompting what sort of information is needed in order to successfully continue sales process.
Choose the appropriate presentation from the digital library where all sales assets are stored. Identify decision makers to focus your efforts on and ensure better results. The underlying process will remind you to send the meeting minutes upon completion of the presentation summarizing all decisions and agreements that were made.
Key contacts identification
Increase the number of corporate sales by focusing your efforts only on the decision makers. The system allows you to manage the list of participants, indicate the extent of their influence, loyalty and the main motivating factors.
Develop and submit a proposal
Prepare proposal, calculate appropriate pricing and attach corresponding documents linked to the opportunity. Easily approve proposals internally by simply following the steps of the document approval process.
Negotiations and sales tactics
In order to flexibly manage your sales tactics keep your records up to date when negotiating. Analyze competitors, their strengths and weaknesses, wins and losses to adjust the sales tactics and plan the next steps in the opportunity accordingly.
Close the deal by following the guidelines of the contracting stage. When the contract is signed, register your win in the system and get yourself on the leaderboard!
Leverage the sales pipeline tool in the system to analyze the bank’s performance at each stage, identify “bottlenecks” in the opportunity management process. Assess conversion between the stages, evaluate pipeline integrity and compare the pipelines of individual representatives or departments. The system allows you to drill down into the particular opportunity stage and see the number of opportunities at this stage and the sales volume by each consultant.
Get comprehensive statistics on opportunities in Financial Services Creatio, sales edition. Evaluate the efficiency of sales at each of the stages, identify bank’s best consultants using the “Sales Leader” dashboard.