GuideMark helps your sales people be more effective. With GuideMark, they can focus on selling, not searching for data. Giving them the information they need, when they need it, helps the bank substantially improve revenue and net income per employee.
Commercial banking isn't one business; it's many. Small Business Banking. Corporate Lending. Mortgage Banking. Payroll Services. Merchant Services. Dealer Finance. The list goes on. Each sales team has its own goals, requirements and success metrics. Left to their own devices, each line of business could make its own CRM or sales force automation decisions.
But top management wants to see the whole picture. If the bank is going to invest in a CRM system, it had better be one that meets the needs of all the teams. And gives management the enterprise picture it requires.
GuideMark's SalesDRIVE CRM is the only commercial banking CRM that offers a framework that meets the needs of each line of business and the macro needs of top management. Modules for Small Business/Corporate Lending, Mortgage Banking, Payroll Services, Dealer Finance and Merchant Services give each sales team the specific tools it needs to do more, and better, business. Top management has the overall visibility it needs into results.
GuideMark SalesDRIVE interfaces CRM with other mission-critical business applications. This reduces the need for internal communications (round robin voice or emails) to find out key customer information, resulting in improved sales effectiveness and reduced operational costs.
A key component of SalesDRIVE CRM is DRIVE, our proprietary, sales-driven process that focuses on requirements, value and results
SalesDRIVE CRM takes a strategic approach to time and territory management, using customer segmentation to identify the highest potential customers and high value prospects. Each line of business module offers the specific data and reports the sales person needs to manage the book of business. And, if a new module is needed, the SalesDRIVE CRM framework facilitates fast track implementation.
Referrals are the lifeblood of the commercial bank. SaleDRIVE CRM helps your sales people manage and grow their referral relationships. As a result, your sales people can better manage their time and focus efforts on the best, most profitable business as well as increase client retention with more effective sales calls and targeted cross-selling.
Feature summaries:
• Small Business/Corporate Lending
• Mortgage Banking
• Payroll Services
• Merchant Services
• Dealer Finance
Mortgage Banker First Franklin Financial grew penetration per customer by 20 percent and increased broker market share by more than 15 percent with SalesDRIVE CRM.
To find out how your company can achieve similar results, all it takes is a short half-hour conversation with a GuideMark CRM expert. You'll learn how SalesDRIVE CRM can help your sales people sell more.
Just call us at 603-888-5500 x202, email info@guidemark.com or send a request through our Contact Us page.
