Automated referrals
Automated sales tracking
Customer profitability management
Incentive management
Target marketing
Call reporting
Pipeline management
Unlimited reporting
Householding
Customizable customer profiling
Automatic promotion reminders
Total view of all customer accounts
Automated direct mailings
Relationship connectivity

Pipeline management

Knowing what deposits, loans and services are in the pipeline enables you to more accurately project future business to fund loans and invest deposits.

The TotalView™ CRM program gives you access to that sort of valuable business intelligence.

Pipeline sales reports include records of every sale in progress, identifying:

  • *Referral recipient
  • *Product or service
  • *Dollar value
  • *Money type
  • *Estimated closing date
  • *Estimated close percentage
  • *Customer/prospect name
  • *Date of next scheduled contact
  • *Referral originator

With fully integrated call report information and account representatives’ additional notes also readily accessible, you get complete, solid data you can use in planning and projections.