Cross Selling Opportunities
Improves cross selling opportunities by 40%
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Bankfokuz
We make upsell and cross-sell seamless. Empower your team to connect the right products to the right customers at the right time
What is Bankfokuz ?
A unified CRM platform for the sales and operations teams of BFSI and NBFC sector. Bankfokuz enables bankers to view data and act on their beat plan anytime, anywhere across the single platform.
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Better Lead Conversion
Scales up lead conversion rate by 60%
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Banker Productivity
Escalates banker productivity by 72%
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Customer Service & Support
Increases service quality of 52%
Key Features
Customized solution through a unified platform
Consolidated Dashboard
Lead generation to performance reports, get a comprehensive view of activities on your desktop.
Create & Manage Teams Facilely
Create teams, assign members, swap them or even remove them all through a single web application.
Track Your Executives Live
With live tracking in collaboration with route planning make allocation of leads to sales representatives efficient and prompt.
Upsell/Cross-sell With Ease
Get instant access to customer data, analyze their purchase behavior from past purchases, upsell/cross-sell products with ease.
Products/Campaigns at Fingertips
Documents related to training/products/contests can all be viewed or downloaded on the mobile device anywhere, anytime when required.
EMI Calculator
Executives can instantly and easily calculate loan amount, corresponding interest rate, loan period, etc., when while with the clients.
Set Reminders On Upcoming Meetings
Stay updated of upcoming meetings, visits and other crucial information through scheduled follow-ups.
Seamless Report Creation
Generates instant reports with past, present and projected information that supports decision-making.
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Consolidated Dashboard
Lead generation to performance reports, get a comprehensive view of activities on your desktop.
-
Create & Manage Teams Facilely
Create teams, assign members, swap them or even remove them all through a single web application.
-
Track Your Executives Live
With live tracking in collaboration with route planning make allocation of leads to sales representatives efficient and prompt.
-
Upsell/Cross-sell With Ease
Get instant access to customer data, analyze their purchase behavior from past purchases, upsell/cross-sell products with ease.
-
Products/Campaigns at Fingertips
Documents related to training/products/contests can all be viewed or downloaded on the mobile device anywhere, anytime when required.
-
EMI Calculator
Executives can instantly and easily calculate loan amount, corresponding interest rate, loan period, etc., when while with the clients.
-
Set Reminders On Upcoming Meetings
Stay updated of upcoming meetings, visits and other crucial information through scheduled follow-ups.
-
Seamless Report Creation
Generates instant reports with past, present and projected information that supports decision-making.
