How is the lending industry leveraging the power of monday.com
In the world of business, relationships are the key to success. From suppliers to employees and of course your clients, there are many aspects that need to be managed.
Some of these relationships require more care than others, especially in the lending space. After all, their success is what makes your business work.
As new leads continue to arrive and clients want to receive updates about their loan applications, it can be difficult to balance everything and ensure that everyone gets the attention they deserve. To simplify the process, a CRM system is a must.
What is CRM and what causes it?
The name is clear: Customer Relationship Management. These relationships that you are trying to manage are part of your CRM system. The system is a centre for collecting, storing and retrieving customer data. You can also add real-time data to the mix and analyze ongoing trends.
The benefits of using bank CRM include:
- It doesn’t take much time to find data and information, everything is in one place
- Reduce costs and increase revenue
- Tailor-made solutions that you can create according to your needs
- Online space for more collaboration for teams
- Ability to make decisions based on data
- Improved customer service
Useful banking processes include:
- Automate lead management
- Distributed client lists
- Keep track of constant 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.
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