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

Relationship connectivity

The TotalView™ CRM program not only keeps you informed about your relationships with customers, it can also tell you about relationships that connect customers with other customers and prospects.

The "relationships" feature can tell you, for example:

  • *That a commercial customer is the client of a major accounting firm that is also a customer.
  • *That a professional customer works for a law firm that represents your bank.
  • *That an individual who presents a check for cashing is the daughter of a major commercial borrower’s CEO.

Armed with these facts and others from the TotalView™ program, staff members at any branch can give customers the service they expect and deserve.