EnAct™ from Fiserv helps bankers generate more leads and close more business through readily available prospect lists, campaign plans, customer profiles, contact history, pipeline reports, call reports and call plans that enhance the sales team productivity.
For more than two decades, Fiserv banking CRM consultants have been helping financial institutions improve the execution of relationship selling through the effective use of CRM technology. We apply proven best practices and work closely with bank executives to tailor the software and the implementation program to ensure both initial and ongoing success.
Practical yet flexible sales management features allow you to:
- Optimize centralized marketing efforts with front-line sales initiatives through robust campaign management and execution tools
- Create consistent and repeatable workflow processes to ensure timely connectivity of multistep sales efforts
- Focus on critical customer information to better understand relationships and pinpoint opportunities
- Leverage easy-to-use data-mining tools to surface customer information your employees need to quickly identify and act on sales opportunities
- Maintain real-time access to leads and opportunities by using EnAct on your mobile device
- Analyze performance dashboards to identify pipeline issues and coaching opportunities