Closing deposit and loan opportunities takes a team effort. Pipeline Workflows combine automation with a standardized process to ensure every account is opened efficiently and accurately. Managers will appreciate real-time reporting to see exactly what stages and activities have been completed on each opportunity.
PIPELINE WORKFLOWS
CALLING CAMPAIGNS
Want to make an extra sales push? Use Campaigns to assign opportunities to your team. Maybe it's a seasonal opportunity or a purchased list of business prospects.
Get there first and get a yes. Use drill-down reports to monitor progress and celebrate success.
THERE'S AN APP FOR THAT
Today's bankers don't sit waiting for prospects to call. Mobile bankers need mobile apps to take it on the road. Our mobile app phones provides real-time access to the banking CRM from anywhere.
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Bankers are on the move. Keep your pipeline in your pocket.
Flow state for work flows.
By standardizing your workflow process, your team can function
more efficiently with manager tools to keep every deal moving forward.
FULLY CONFIGURABLE WORKFLOWS
Workflows are fully configurable to meet your needs. From the stages to the activities, build a process that gets work done. Unify your teams by all doing the work the same way. Gain efficiencies by real time reporting and transparency into the state of every deal.
WORKFLOW BUILDER
Want unlimited pipelines and unlimited changes? We've got you.
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Use our workflow builder to create as many as your team needs. Easy edits to keep the process aligned with your teams' needs.
PIPELINE REPORTING
Every deal, up to date, every day.
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You can't lead your team based on month-old data. It's time to move away from the spreadsheets.
CALLING CAMPAIGNS
Create calling campaigns to reach out personally to customers with tailored messaging, all tracked within the platform for full visibility.
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.