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Financial Service CRM Software
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Financial Service CRM

Solid Performer CRM helps Financial Services organizations to gain customers understanding and also allows you to understand your customers in a better way. CRM provides you a platform to get enquiries from multiple sources and also create the whole customer’s life cycle in order to meet their expectations properly. Using CRM you can automate most of your work and focus on generation more ROI.

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How it Helps?

Top Reasons to Choose Us

Manage Contacts

Solid performers CRM helps you to store and manage the client contact information as well as important document.

Allocate the work

We give you the option to allocate the particular lead to a particular executive. Also our system can help you to handle unique data.

Integrated CRM

CRM provides integration from different sources and bring all leads into CRM directly just by integrating it in a quick way.

Detailed Data

With a fantastic feature of Solid Performers CRM, view all your detailed data under your leads and client in one click.

Mail Campaigns

Design and personalize marketing messages and target campaigns towards the suitable segment. Generate more leads quickly.

Sales Automation

Give your team everything they need to prospect, manage contacts and ultimately close more business opportunities

Product Management

CRM allows you to keep the detailed record of your products and under your products you can also manage their inventories.

Workflow Automation

CRM improve operational efficiency by building workflows that provide automated alerts and reminder for follow ups.

Easy Access

Access the CRM from anywhere using any device. Our mobile application allows you to work from any location.

Lead Management CRM for Financial Institutions

Lead Management

Managing lead in a systematic way is the most important task for any organisation in order to get positive result out of the leads. Manage your leads with Solid performs CRM and create follow-up for every conversation you have with your leads. To process the continuity one can allocate lead to other user. Lead management also allows you to edit your data as per your requirement.

Client Management CRM for Financial Institutions

Client Management

Client is the backbone for any successful organization. One click view can be done for viewing all the data’s of your client and you can also check the previous conversation with them. You can customize the client fields based on your company’s requirement. Financial services organizations need to adapt the strategy of maintaining long term relation with their clients and here CRM helps you in maintain relation.

Contact Management CRM for Financial Institutions

Contact Management

With Solid Performers CRM you can now create, store find and customized the contacts as per your company’s requirement. With easy filter available in CRM you can check the information of any person. CRM allows you to automatically track the information such as communication details that are linked to the contacts. You can make changes to the database at any time you need.

Task Management CRM for Financial Institutions

Task Management

You can now create and update quick task in CRM. Multiple tasks can be created and allocated to the employees with the due date, description of the task & priority mentioned. Quick task helps your employees to complete the task on time. Managing a quick task brings the effectiveness and efficiency in the workflow.

Project Management CRM for Financial Institutions

Project Management

Managing project in an organized way is a crucial part of financial organization and your deliverable get improved when you manage project in CRM. You can create your project with the start date- end date and can allocate it to your users. Sub task can also be created and CRM allows your user to update the task progress. Account manager can keep a track of the task progress assigned to the team.

Document Management CRM for Financial Institutions

Document Management

Financial Service companies have some important document of client which they cannot take the risk to lose it, and Solid Performers CRM here simplifies your work by giving to option to store documents in one place. Document management reduces your time processing and increases the work productivity.

Proposal Management CRM for Financial Institutions

Proposal Management

Create and send proposal to your enquiries or clients with Solid Performer CRM. You can view all the created proposals in the view page enquiry or client. CRM also allows you to do some default settings for proposal and meanwhile you can also create multiple templates in CRM based on your business requirement.

Invoice Management CRM for Financial Institutions

Invoice Management

Creating invoice and maintaining it manually I really a tough job when you are loaded with lots of work every day. Solid Performers CRM simplifies your work and let you create invoice directly from CRM and you will also have the record of the invoice getting created. You can send invoice directly via whatsApp or you can also download it in PDF format.

Employee Management CRM for Financial Institutions

Employee Management

For any organisation it’s important to track their employees and know whether they are working correctly or making any mistake but without CRM it is not possible. CRM provides you the platform where you can create your employees account and manage them. You can also create their roles and in that you can provide them with some authority and restriction.

Finance Management CRM for Financial Institutions

Finance Management

Being a financial service company it’s pivotal to manage finance is a standard and organized way. With Solid Performer CRM you can keep detailed record of your company’s income and loss. It helps you to know what is the income and expenditure of your business and will also help you to know when to make the static change if thing are not working fine.

Report Management CRM for Financial Institutions

Report Management

CRM keeps the track of entire work performed in your organization. Custom reports are possible with Solid Performers CRM. You can create overall reports of leads, clients, invoice, proposal, finance and employee work activity. This report can immensely assist in your regular business operation and helps you in improving your workflow.

The top - tier and premier CRM Providers for Financial Sector

Don’t wriggle back! CRM for the financial sector brings you the insight for the best financial services made by the top CRM providers – Solid performers. We make your access easier to the crucial client information. Just as we make supreme CRM’s in all industries, we also make CRM for the financial sector, by understanding and managing the customer needs and requirements.

The goal is very simple: Revamp business relationships

When getting into the field of banking and finance, CRM solution is no longer an optional one. Let’em be! Solid performers are there for you to make such refinements with the best CRM providers for finance and banking in India.

How does CRM help in banking and finance?

Customer relationship management serves as the basic and mandatory need when it comes to finance and banking. It can bring you the customer-centric business model. The bankers can segregate the customers, communicate with them through appropriate channels, and also make their products aligned to the proper financial goals and more.

Throughout the financial journey of the banking officials, CRM helps to engage the customers by satisfying their needs at right time.

Can we personalize the customer relationships?

Call it a day! Solid performers will help you to personalize the customer relationships at scale. The best CRM providers in India for the financial sector helps you to maintain and track the bank details of the customer, including banking services and loan origination departments. Hence the bankers can get the complete 360 degrees of each and every trusted customer and also proactively delivers their needs. This will help you to maintain long-term trust with the customers!

Is that made digitally?

All the ingenious customers, gets their needs fulfilled both in online and mobile banking services. We onboard the best CRM online and mobile banking service to the customers, wherein they have a real-time experience. This type of digital-first banking experience gives a quick and simple solution to all your banking needs.

Will it help in marketing efforts?

When it comes to the marketing side, with all the information we have here with us, we make our marketing teams discover new ideas. We deliver insightful, completely personalized marketing ideas, and engaging channels for the products purchased.

We see CRM as a vital business management tool for the financial and banking sector. If you make a great CRM structure, you can make the deals closer and by facilitating an outstanding support service.

How Solid performers make CRM beneficial to the customers?
  • Greater customer retention
  • Building up on sales
  • Upgraded marketing efforts
  • Raised productivity
  • Personalized customer relationships
  • Refined communication
  • The best customer service
Greater Customer Retention:

The moment customers are seeking help, we pull up every request, purchase, and all reported insights. If we have the customer profiles organized, we can surely improve customer loyalty. We keep all the separate departments on a single page so that it will be easy for the customers to navigate. Solid performers make the right CRM so that the customer can get the experience of meeting the bankers in person. Through any channel or device, we give the customers the best CRM service in the financial sector in India.

Building upon sales:

We track and record each and every conversation of the customer so that if they face any grievance or if they need any clarifications, we can easily get them resolved. The first step for making the sales so special is that we need to understand the jargon. We have the best sales services in CRM for finance and banking using 360-degree customer view, properly maintained accounts, making a history of all activities, analytics for marketing campaigns and planning for the future, and much more.

Upgraded marketing efforts:

We make the best API (application program interface) which contains all the information, the technical specifications that we maintain, and other information regarding the integration of their own solutions. We also maintain an app at the marketplace which is of third-party services that can add up with Mailchimp email marketing, electronic signatures, and more accounting services.

Raised productivity:

We have the best-automated workforce, of sales automation. We believe that sales and marketing and also customer retention helps to make more production. We have a kind of auto-responder, that’ll take specific actions according to the events, automatically sends emails, and also responds to the leads. As a part of analytics, we make the business analytics (BI) that carries the information on reports, pivots, pages, and other tools. All this information is given to our executives, managers, and analysts so that they can make better decisions and assist the client greatly.

Personalized customer relationships:

We maintain a campaign that carries a series of the previously discussed email marketing, social media marketing, printing, and online advertisements, directed mails, events, actions, and product or service launches. By maintaining all these, we make better planning, launching, and monitoring of the clients, which helps us in making the best and personalized customer relationships and analysis.

Refined communication:

We maintain both the cloud-based and web-based software that is made accessible for any device as in mobile or browser. Our core function is to maintain the contacts of the clients efficiently so that we can deliver refined and supreme communications.

The best customer service:

Solid performers maintain separate customer valuation and customer service management, wherein we concentrate on customer service as our first priority. We also have automatic email management so that the customers do not face any delay, and also forecast the sales projections and estimated a profit, which helps in monitoring the sales pipeline. By making the right CRM for banking and finance, we serve as the best CRM providers in Bangalore.

How do we succeed?

We also keep us targeted always by having inter-related data tracking as marketing is always a data-driven field. We address the top concerns by having the best communication within the team, and also provide service in the loan process and offer some additional benefits. It’s being noted that on average, business banks loan out 15 times more money than the customer lenders. Solid Performers are there to convert all the lead into deals and also nurture and identify the loopholes left to make us improve.