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Sage CRM for Financial Services Industry

Sage CRM for Financial Services Industry
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Financial Services in terms of audits, reporting, reconciliation, etc. is not only important to be done on a regular basis, but also it is statutory in India to prepare audits and reports in a duration, the financial period, for taxation and compliant purposes.

Usually during the financial period end when the audit or the reports are being prepared, it is important to have all documents in one place and also a system which can easily help with these financial activities.

Sage CRM from Sage Software Solutions Pvt Ltd provides financial services with some lucrative CRM functionality which would help their business to build relationship and revenue growth. It is very important that the software can help business to sell, market and service their new prospect and current customers; this would enhance and improve cross- functional activities in financial services. Not only that, to be more efficient, it is important that the software is capable enough to integrate with any third party applications to provide a single view of the business and the processes. This is what Sage CRM helps a user to do. Easily integrate any third party application with the help and pull prospect and customer data, communication and tracking in the system. It provides a central view of all activities and cases to the financial advisors.

Sage CRM for financial services in India provides value for every user profile in financial services i.e. contact manager, relationship managers, and support agents to streamline their routine administrative tasks and grow business. This would enhance growth of financial services in terms of productive man-hours, response management, practicing customer centric approach and qualitative intelligence on forecasting right kind decision for future growth of financial services through CRM. Financial companies can fulfill their regulatory demands by implementing Sage CRM.

Many leading financial firms add value by using Sage CRM to increase revenue through referrals process, perform customer loyalty and strategic marketing campaign for new clients. Financial Sector (Banking, Wealth Management, Assets Management etc.) r can make optimum use of Sage CRM by implanting automated business processes related to welcoming new customer, creating marketing campaign’s to targeted customers (high net worth individual’s)  to drive cross-sell and up-sell and maintain relationship by providing new offers.

To know more about Sage CRM for Financial Services, write to Sage Software Solutions Pvt ltd at

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