Gurkha CRM for Banks

Gurkha CRM for Banks
- Lead Management

BFSI customers who do not have a CRM software to manage business leads can use Gurkha CRM. This will not only help capture the needed information which one can get from different sources, it will also help in follow up and tracking the benefit of different campaigns.

Gurkha CRM is designed for quick deployment without any specialised IT team to manage the solution. One can start using the product with minimal or no handholding. The lead management solution is specifically designed for Small and Medium size Banks and financial institutions. The bank should see immediate growth of upto 70% in lead conversion to actual business, less compliance violation and better control on business.

Lead initiation through different channels

The lead details can be of different type. They can come to the user via different channels like email, web portal, Excel uploads or Branch walk-in for an existing or new customers. The solution helps you deal with all kinds of leads. It will also help you know their best source of getting leads. Not assumptions but actual data. This should help the Bank in increasing valid pipeline rapidly with minimum loss of data.

Marketing Campaigns

You can run different campaigns to generate leads. One needs to track them to know which campaign in which city or in which duration has given better results so that the same can be replicated for other regions . So now one can compare the most cost effective campaign versus the least effective campaign. Please note that 20% of the campaigns will give you 80% of the results. The solution should help you identify which are those 20% the bank needs to focus on.

Lead Stage

Easily capture Lead stage in the process to have a birds eye view of all the leads and their progress. The lead stage status helps you know how many leads of what value are near closure. This can help in improving your leadership teams focus in driving more business and going after the right customer segments.

Lead Referral

Capturing of lead referrals help in easily calculating the incentives for respective employees/partners/third party partners. This can help the leadership focus on that channel more which is giving better results compared to others. Better incentives can be worked out for them to drive more business for the banks.

Capture Important Notes

Different users can maintain different notes, which are accessible to all the users for complete transparency, also helps in eliminating communication gaps. Even many big banks waste time and resource by calling up the same customer again and again through different callers as they do not maintain the history of customer interaction properly. Save time and effort and drive more business without annoying the potential customers.

Customer Details

The customer details can be of different type. They can be fetched on a click of a button from a common database of the bank. Capturing customer type, helps in knowing, how many new/existing customers have given how much revenue

Eligibility Check

It is important to know if the customer is the right kind of customer for the bank. In case the customer is blacklisted because of some reason, with the help of integration with the database of such customers, the solution can help give the necessary warning to the relevant sales person.

Lead Rating and Customer profile

Check lead rating and customer profile for better understanding of the lead. It enables business to work on valuable leads, align the marketing and sales team, and prioritize leads to maximize efficiency. Aim is to drive more business using the same resources.

Rule Based Routing

Transfer leads automatically to the concerned department with configurable routing rules without human intervention. The easy transfer ensures that leads do not get wasted and are acted upon quickly

Action History

When developing your lead response, you want to address not only the time that a qualified lead should be responded to, but the frequency as well. Gurkha CRM Lead Management system helps you know the action taken so far on your lead, hence helps you in managing your response accordingly. Keep a track of every interaction made on the lead with different scenarios like Follow Ups, Email Sent, Visited Customer Place, approvals, rejections etc.

Reminders for Follow ups

Without follow-up emails, many leads fall by the wayside, squandering the money spent on lead generation and wasting the chance of a new sale. Gurkha CRM tries to ensure that you do not miss the much needed follow up when it is needed.

Lead Ageing Escalation Emails Alerts

System auto alerts the required user/group about the leads at the same stage for longer period. Hence, corrective actions can be taken before lead is lost

Load Balancer and Assignment

Load balancing enables to distribute leads equally and automatically to the users. Easily re assign leads from one user to another due to various business reasons like absenteeism, expertise, experience. Once the lead enters system, it is auto assigned to the relevant users of the Loan department using inbuilt Load balancer service which assign equal number of leads to the respective set of users, This turns lead assignment into an automated process that drastically reduces errors while ensuring no person is overloaded with leads and others having no work.

Nurturing Sales Rejected Leads

Not all sales rejected leads should be flushed out of your funnel. This application helps you in finding out the reason for rejects leads for numerous reasons such as: High interest rate, Lower Tenure, not ready to buy now, budget constraints, or lacks a business need. Ensure that sales reps input the reason for rejection into the system so that marketing can understand how best to nurture that lead. The bank can then decide to rework on all such leads and convert some of them.

Business Dashboard

Enhanced compliance and process standardization with drilled-down monitoring of process service levels across the lead life-cycle. Dashboard tool enable real-time monitoring of processes, relevant process artefacts and process participant’s deliverables. The personalized dashboards allow you to easily design reports, define KPIs and set alerts to proactively gauge upcoming threats or opportunities.