Customer Relationship Management (CRM)
Your customers are the life and soul of your business, so giving them a reliable and efficient service has to be a businesses top priority. That's where we can help.
Financial CRM
The Electronic Broker Online Support System has been actively developed over 6 years with close communication between brokers and developers enabling it to be formed into something thats unparelled in the breadth of its features:
- Lead acquisition and management.
- Customer application processing.
- Document generation in Word, Excel or PDF formats.
- Sourcing using the built-in LST system which has a constantly updated ruleset of 15 lenders.
- Packaging and selling.
- Telephony integration enabling autodials, call recording and more
You can get a full demonstration of the system at it's dedicated site: EBoss.org
Flex CRM
The Flex system is more of a collection of interelated products that you can pick and choose to have in your final system. It's by far the most flexible CRM solution - hence the name! The final product will be a bespoke platform with whatever features you want built in. SOme of the many modules within the product are given below and you can also visit the demo site at flexsystem.co.uk.
Government Data
We can set Flex to link into a variety of government agencies and organisations such as the UK land registry, Post Office post code data and local housing data to help you get all the information you need to complete complex packaging for financial and legal products and services.
- Land Registry
- Post Office
- National statistics
Local Information
With links to a range of local information based on customer details you can help your agents build a rapport with the customer from the very first contact. Whether its mentioning the local weather or recent events in the customers town your customers will build a relationship and help to close your sale.
Communication
Flex provides a string of communication methods all used to help build your customer relationships and keep them coming back for more. From standard emails, SMS, fax, mail-shots and phone system integration.
Integration
Essential Systems has years of experience in integrating disparate systems and technologies so we're uniquely placed to help you amalgamate your existing legacy systems with your new platforms so you won't have the headache of worrying about whether the new system will work or not.
Work-flow Control
Manage your staff's work-flow with integrated tasks, notes and case tracking information. With all the auditing records produced by Flex you can be sure to keep on top of all your customer and staff processes.
No more information falling through the cracks or customers not being contacted - with helpful reminders and important feedback when things look out of sync you can relax in the knowledge that your business is running smoothly.
Doc Generation
Flex can automatically generate a range of document types from application forms to agreements. The range of formats available include Word documents, spreadsheet and PDF. If there's a format you require we may be able to help - simply get in touch and we'll see what we can do.
SalesTool
Our off-the-shelf product which is capable of a range of general CRM tasks such as tasks, notes, customer data, doc exports, etc. The SalesTools system is a hosted service with the demo site situated at: salestool.co.uk.