Sales Automation-sales force automation and profiling customers for marketing purposes

“The sales event feature is a real time saver, and if someone leaves the bank or goes on vacation, we can be confident that nothing will fall through the cracks.” That one banker’s reaction to Synapsys®, ProfitStars’ powerful sales automation software. When a banker opens a new account, he creates a “sales event” in Synapsys. The system reminds users to make client calls, provides one place in which to record all notes, allows users to set up ticklers for follow-up after a sales call, and produces reports that keep everyone up-to-date on information. Another client using Synapsys said it this way: “Synapsys is about more than software and information. It’s about a bank that has embraced a new way of doing business. It’s about relationships.”

Here is an example of how ProfitStars partnered with a client to help them meet their marketing needs: 

In the spirit of meeting a customer’scomplete financial needs – for life– Synapsys’ customer profiling capability allows the bank to gather information for marketing purposes. Whether it’s college planning or retirement, the bank will know which service to offer. 

And if a relationship manager needs to refer a client to a colleague at the bank, the Synapsys referral system ensures the message is transmitted. This bank plans to track how many referrals are started, how many are in progress and how many result in a sale.

Bankers can further generate leads by accessing Synapsys for information about a client group. For instance, they can find out which clients don’t have a VISA card or an IRA. Synapsys pulls the information and makes it a targeted sales opportunity.