nTireCRM is a 100% web-based Customer Relationship / Incident / Lead Management System helps enterprise across diversified verticals viz. Banking, Insurance, Retail, Financial Services, Securities, Health Care, Manufacturing, and others https://bit.ly/2xCeJcE

1. sunsmart
SunSmart Technologies www.sunsmart.co.in
Customer Relationship Management Software

2. sunsmart
SunSmart Technologies www.sunsmart.co.in
nTireCRM is a 100% web-based Customer Relationship / Incident / Lead
Management System helps enterprise across diversified verticals viz. Banking,
Insurance, Retail, Financial Services, Securities, Health Care, Manufacturing, and
others. CRM Software in india is the unique solution that addresses the needs of
Sales & Marketing, Customer Service, Business either directly or indirectly
connected to Customers and needs Intelligence, Call Centre, Back Office, Product
Management, Business Process Management, IT and other departments that are
information on the customers and their transactions.
CRM Software helps in right from KYC Process, Confirmation & Process fulfillment
of Customer Acquisition with necessary workflow, Managing Priority
Customers, Customer Incident Management (Interaction Management) from
multiple Channels including Email / Web / Walk-in, External Agencies, Postal,
SMS with Workflow foundation server.

3. sunsmart
SunSmart Technologies www.sunsmart.co.in
Functions:
 Lead Management
 Cross Sell / Up Sell
 Expenses / Claims Management
 Product & Campaign Management.
 Lead Stage, Nature, Priority, Rating Configurations
 Response / Sub Response Configuration based on Product
 Channel Partner Management / Commission Management Call Centre
Management with IVR Integration
 Social Media Interfacing (Facebook, Twitter, Linked-In) for campaign
data publishing and response pulling.
 Campaigns, Road Shows, Campaign Description, Campaign Approval
Workflow, Campaign Activity Calendar
 Email / SMS Campaign, Attach Leads from
multiple channels at any time for a campaign
and analyze results

4. sunsmart
SunSmart Technologies www.sunsmart.co.in
Functions:
 Collection of from multiple channels like Web Leads, SMS Leads,
Database, ExistingLeads Customers Data mining, and Walk-in Leads,
Referral Leads etc. and Lead Allocation based on Workflow configurations.
 Logistics Management for managing all promotional materials
(Procurement, Inventory and Warehouse Management System)
 Available over Mobile devices like Smart Phones, Tablet, PCs, Laptops,
iPad etc. (GPRS / 3G) for online response and uploading of images from
the mobile device.
 Sending of information/profiles over interaction by selecting the
appropriate template and send on-the-fly.
 Display of complete portfolio of existing customers in Lead Screens /
Merging of Duplicate Customers.
 Tight integration with back office for processing of any other data /
physical data by courier
 Dynamic Field Manager – for configuring up to 20 additional Fields in Lead
Screen.
 Target Setting, Target Vs. Actual, Individual Rating, Incentive
Management

5. Key Functions:
sunsmart
SunSmart Technologies www.sunsmart.co.in
⚆ Knowledge Base
⚆ KYC Management
⚆ Channel Partner Management
⚆ Campaign & Event Management
⚆ Commissions & Trail Commissions
⚆ Enterprise-wide Lead Management
⚆ Channel Partner | Contact & Activity
⚆ Customer Relationship Management
⚆ Lead Management | Targets | Incentives
⚆ Inbound / Out Call Centre—IVR Integration
⚆ CRM Stage 1—Customer Profile & Activation
⚆ Work Flow / Notifications / Alerts / Escalation
⚆ Auto Lead Generation / Email & SMS Campaigns
⚆Electronic Application Processing - customer
onboard management

6. sunsmart
SunSmart Technologies
Customer Interaction Management
 Customer Self Service Portal—Web / Mobile / SMS & Email
 Reminders / Escalations / Transfers / Reassign of incidents / queries
 Provision to attach any type of documents against any incidents / queries at any stage.
 Social Media Interfacings for posting status of incidents along-side cross-sell / up-sell
opportunities.
 Auto reading of Emails / SMS / bulk uploaded incidents and process them by initiating
appropriate workflow
 Customer Incident & Interaction Management / Query Tagging – Collation of queries from
multiple channels – Email, SMS, Walk-in, Postal (courier), Inbound Call Center, Website
Complaints / Queries, Received from External agencies like Government, Legal entities etc.
www.sunsmart.co.in

7. sunsmart
www.sunsmart.co.inSunSmart Technologies
Customer Interaction Management
 Single screen – displays all open incidents, closed incidents, customer data,
security questions for verifications, changes as displaying of key data on the
customer, registering and processing current incident/query, customer
transactions, customer data, Tagging to Master Incident, etc.
 Configurable workflow – with which user can dynamically create and manage
categorizations & sub categorizations for handling incidents/queries. Workflow can
be configured for any categories. User-based / Role-based workflow with TAT &
Escalation Matrix is available.
 Knowledgebase – Repository of all documents/incidents for quick reference by
Customer Service Team for processing.

8. sunsmart
SunSmart Technologies www.sunsmart.co.in
Thank You