How is the banking industry leveraging the power of monday.com
In case you didn’t already know, relationships are the key to business success. From suppliers to employees and, of course, your clients, there are so many aspects that need to be managed.
Some of these relationships require more nurturing than others, specifically your client relationships. After all, their success is what makes your business operational.
With new leads coming in regularly and existing clients looking to receive updates on their portfolios, it can be tricky to balance it all and ensure that everyone is getting the attention that they deserve. To help simplify the process, a CRM system is a must-have.
What is CRM and what does it matter?
The name is a clear giveaway: Customer relationship management. Those very relationships you are looking to manage form part of your CRM system. The system is a hub for collecting, saving and retrieving client data. You can also add real-time data to the mix and analyse ongoing trends.
The benefits that come with using a CRM in banking include:
- Less time spend looking for data and information, it’s all in one place
- Reduced costs and increased revenue
- A customised solution you can build to meet your needs
- A more collaborative online space for teams
- Powers data-based decision making
- Improved customer service
Banking processes that will benefit include:
- Automating lead management
- Segmented client lists
- Monitoring ongoing progress
- Effective meeting management
Sign up to monday.com South Africa – Activation or Trial Link and track time with monday.com South Africa.
Interested in uncovering CRM with monday.com then hit the link below and start your monday.com journey, partnering with Syscor all the way.
Book a call for monday.com Pro Services in South Africa and Africa
Once you have an active account Syscor can assist with a full consulting and professional services stack, including:
- Process design
- Workflow design
- Workspace builds
- Board builds
- App integration
Syscor is a sales, installation, and support partner to monday.com, having completed many successful projects on monday.com. Thus making us very experienced. Syscor has clients that range from Tanzanian Banks to small manufacturing businesses in South Africa, for instance. Our reach is completely continental.
Syscor’s Consulting team are all qualified to deliver a full installation and support offering, meaning we offer turn-key services. We will gladly share any referrals, in order to give you peace of mind. So you can embark on your monday.com journey, with confidence.
For more information check out our social pages