Activities combines integrated contact management with workflow management to deliver a single and seamless process to manage your customer contacts and requests. It is easy to use and comes with pre-built, flexible templates to get you up and running quickly.
Integration Drives Efficiency
Activities is integrated with Customer SourceSM
for Cleartouch, Teller for Cleartouch, New Accounts for Cleartouch and Next Multi-Channel Marketing for Cleartouch. You benefit from consistent navigation, ease of use and role-based access and security that is part of Cleartouch. Your customer service and sales staff will become more efficient as a result of deploying Activities in your organization. Here are just a few of the built-in administration and task management features that are a part of Activities:
- Track multiple processes and events at the customer and account level to ensure that all necessary tasks are completed
- Create activities suitable for multiple departments and workgroups
- Establish automated escalation processes to ensure that activities are completed in a timely manner
- Assign activities to either a specific user or role within the financial institution for enterprise-wide deployment
- Determine who can view, add, change and delete cases
- Determine who can create which cases
Enhanced Selling Efforts
Activities is a key component in managing your cross-selling initiatives, tracking sales and referrals, and implementing incentives for your staff. Activities is integrated with New Accounts and the iVue® Sales Performance Dashboard, providing an end-to-end marketing and sales management solution.