AUTO POPULATE
The toolbar auto populates each client's CRM profile as your team processes transactions.
SYSTEM PROMPTS
Respond to system prompts on potential cross-sales tailored to the client.
QUICK ACCESS
Too many programs open? Enjoy the convenience of accessing CRM info while other programs are visible.
CRM in your face.
During a demo of the Teller Referral toolbar, someone said "It's like CRM in your face!" We love that.
TRA LEADS
While a customer is depositing cash from their yard sale, the toolbar prompts that based on deposit balances, they are a good candidate for wealth management. Personal banker can ask if they have interest and kick off a new opportunity.
DATA QUALITY ALERTS
Get alerted when your customer is missing phone or email info. Verify it every so often to make sure you have accurate info.
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Get help with data gathering and accuracy.
REFERRALS
While a member is depositing some gift money, they mention that they are thinking about getting a new car. Quickly create referral while the transaction is processing without having to toggle between programs.
SERVICE TICKETS
If you pair this module with our IQService ticketing module, you'll have easy access to tickets from within the toolbar. Answer a call while on the teller line? Click on that ticket.
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.