Software > IT projects > Financial services provider seeks CRM and sales software

Financial services provider seeks CRM and sales software

IT project from: financial services provider (Germany)Project no. 24/3392: finished
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Ihr Ansprechpartner für diese Recherche
Mr. Dipl.-Ing. Olaf Kram
olaf.kram@softguide.de

We are an established financial services provider (credit and receivables management) and are looking for CRM and sales software.

The software should meet the following requirements, among others:

  • CRM
  • Replace reception
  • Forwarding to the right services
  • Build and track sales pipeline
  • Sales
  • Support with customer acquisition
  • Customer
  • Dashboards
  • Automatic telephone system for inbound and outbound customer support
  • On-premises or cloud

We have 20-30 software workstations available. Work is carried out in an IBM system environment. MS Windows systems are also available.

The software should have the following functions.

Necessary:
Address database
Calendar and appointment management
Commissions
Customer history
Dashboards
Documentation
ERP interfaces
Field service management
History
KPI
Lead management
Messages
Order data
Order distribution and tracking
Order status
Remote access
Report management
Sales employee management
Search strategies
Seller leaderboard
Statistics
Text module management
To-do lists
Travel expense recording
User management
Working time recording
Optional:
API interfaces
Biometric signature
Map displays

Based on the specific requirements, the following solutions can be considered:

Software / Company Functions Customizing OS
audius:Finance for financial service providers 29 / 29 ✔
 
 
 
 
 
 
 
 
PisaSales CRM 23 / 29 ✔
 
 
 
 
 
 
 
 
TOPIX CRM 22 / 29 ✔
 
 
 
 
 
 
 
 
This list of results shows only a selection of the search results. We have found 29 more solutions.
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Solutions with high relevance according to corresponding feedback 21
Communication between SoftGuide and providers (emails, telephone) 114