Problems in the field
The financial industry requires exploiting a lot of customer data, but especially related to loans and money transactions, it is often difficult to find and collect data.
Customer transaction information overlaps each other, making it difficult to look up, control and manage. Spending too much time on processing junk data, causing psychological frustration for employees, losing motivation to work.
Telesales personnel jump jobs often, the recruitment time is long, it takes time to train, but employees can't get to work right away, causing the work to stagnation and delay the deadline.
SEARCHING CUSTOMER ENGINE
SEARCHING CUSTOMER ENGINE
- Automatically search for customers who are interested in financial investment with smart customer listening tools through social networks, search for hot topics that are of most interest to customers through groups, fanpage, articles about credit finance.
- Collect information that customers are really interested in and pour data into the system.
- Understand the customer’s touch points when making financial investments such as interest rates, payment terms, benefits within the transaction period, etc., then scan customer portraits to collect appropriate data.
Callbot Virtual Switchboard
- Callbot system effectively handles large amounts of data in a short time, capable of handling 1000 simultaneous calls/day without supervision.
- Data is correctly classified according to the available scenario according to each type of requirement of financial enterprises, reducing the amount of work for data filtering staff.
ONLINE TELESALE Team
ONLINE TELESALE Team
- Provide a flexible telesale team, knowledgeable and knowledgeable about financial products such as loans, mortgages, short-term, long-term investments, …
- Easily capture and handle customer situations, fast entry time, help solve data backlog problems, keep up with the completion of work that financial businesses require.
CRM SYSTEM + Smart call center
- EZSale’s CRM system is easy to use and manage, allowing access to real-time data such as customer calls, financial transaction progress with customers.
- Simultaneously listen to recording files, process and arrange data for convenient storage and checking of financial transactions when needed.
- Follow up the purchase process and customer care of sales to help quickly come up with plans and actions in accordance with the needs of customers.
Benefit
Increase customers in the financial consulting field, quickly, simply and effectively.
Cost savings on consulting services and customer care.
Convenient for the management of executives, CEO
The team of consultants is convenient to work with, increases motivation and increases engagement.
CASE STUDY
Download the EZSale app to experience it right away !
