EMAIL MARKETING
Leverage customer data to craft highly relevant, segmented campaigns based on account types, balances, and services, ensuring your message hits the mark.
CALLING CAMPAIGNS
Create calling campaigns to reach out personally to customers with tailored messaging, all tracked within the platform for full visibility.
EVENT MANAGEMENT
Don't have an internal training department? Don't worry. We offer complimentary virtual training series during your deployment.
Empower Your Marketing.
Engage Your Customers.
Maximize your CRM potential and drive results through
automated digital marketing, tailored messaging, and integrated tools.
AUTOMATED DIGITAL ONBOARDING
Streamline the onboarding process for new customers with personalized, automated campaigns that set a positive tone from the start.
LEADING PLATFORM INTEGRATION
Effortlessly connect to top digital marketing platforms like Constant Contact®, HubSpot®, Mailchimp®, and Beavercreek Marketing for enhanced content creation and distribution.
MARKETING EVENTS
Stay organized and manage all your marketing events (e.g., golf outings, charity drives, or branch gatherings) in one place with the built-in event calendar feature.
PROSPECT AND DATA IMPORTS
Quickly import prospect lists and prospect activity to for ease of prospecting and sharing the whole customer journey within the CRM.
FAQ
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What can I do with this module?The most essential CRM functions are included in our base level module. REFERRALS End to end referral tracking for bank wide transparency. Enhance cross-sell efforts with referrals that won't fall through the cracks. Assign, follow-up, and report on these valuable leads. APPOINTMENTS Track meaningful sales contacts with appointments that have built-in tasks and discussion points. (Add the IQSync module for two-way Outlook Integration!) TASKS Keep track of work via tasks. Assign to yourself or someone else. Use widgets and home page statistics to keep up. NOTES Sometimes you just need to make a quick note. Make sure everyone knows what you know about anything client related. CONNECTIONS Setting up Connections between CRM clients to capture more complicated business structures or just use it for extended family linkages. By using Connections to link people and businesses, you'll easily reflect the true impact of the banking relationship. REPORTING Flexible reporting and manager dashboards are permission controlled and easy to use!
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How long does deployment take?Your institution can be up and running on IQEssentials quickly with an 8 -12 week deployment. We will support your IT department on the necessary technical steps along with guiding your project team through your configurations.
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What is the pricing structure?Instead of costly per-user licensing fees, our pricing structure is based on locations. This way everyone can have access to the system. This module is reasonably priced even for a single branch institution.
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What is the estimated Return on Investment for a CRM?Most institutions can receive a 3x – 5x return on their IQEssentials investment simply by successfully tracking referral activities. Don’t let opportunities fall through the cracks and gain efficiency benefits by everyone using the same tool with the same guidelines allowing manager oversight.