pennApps Cross Sell…

The hidden cross-sell potential of your customer base – now unlocked.

Overview

In a market of increased competition, selling more to existing customers makes perfect business sense. Despite a high level of buy-in on this strategy often the satisfaction with execution and results are not as expected.

Cross Sell is a comprehensive and illustrative solution that empowers banking institutions to define business rules to identify, consolidate and aggregate the customers with cross sell potential and enables banks to package products to suit specific requirements of customer.

Features

pennApps cross-sell possess the right capability that includes extensive data mining of source system to identify the prospects and then it offers complete capability to initiate the prospect lead, lead assignment, conversion, status monitoring, follow-up, marking the materialisation, profitability analytics, easy-to-use referral and sales-call tracking systems; complete activity management and information support system.

PennApps Cross-sell enables the users to easily manage the leads from generation to assignment and then to the conversion. Campaign management feature enables the users to carryout the campaigns and it also gauges the effectiveness. In addition, users can create the leads manually and even the leads can be uploaded in the form of files.

Getting the most:
“Cross Sell Lead Generation, Lead Management, Conversion, Dashboards and Analytical Reports to Evaluate the Effectiveness of Campaigns”.

PennApps Cross-sell enables the team to have customised workspaces with role-based dashboards and extensive reports. In addition, below are some of the key modules of the Cross Sell:

Product Definition

  • Define flexible products for bank needs
  • Configure Products Rules
  • Define Controls for management
  • Define Eligibility Questions
  • Define Unique Product Selling Points

Customer Management

  • Prospect Customer Data Capture
  • Duplication Checks
  • Workflow based Approvals
  • Integration to CIF or Central Systems

Lead Management

  • System Lead Generation
  • Product Based Eligibility Checks
  • File Uploads for Bulk Lead Generation
  • Campaign Leads Management
  • Workflow based Lead Management
  • Manage Complete Lead Life Cycle

Product Highlights

A solution that effectively taps the hidden Cross-sell potential of the customer base…

Differentiating features:

  • Excellent data mining capability to bring out the prospects.
  • Simple to use with a minimal learning curve, Comprehensive enough to target the right customer with relevant offers across all the customer service delivery channels using the right blend of business rules and customer analytics.
  • Enables the users to easily manage the leads from generation to assignment and track them through to conversion.
  • Campaign management feature enables the users to carry out targeted campaigns and it also measures the effectiveness of such a campaign.
  • Capability to manually create the leads including the bulk upload from a file.
  • Complete Management of the entire life cycle of the leads
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pennApps Cross Sell

pennApps Cross Sell solution is developed specially to support the growing Cross Sell needs of banks and financial institutions.

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