Fiserv, a provider of financial services technology services, has launched its new enterprise sales management system for banks, EnAct, supported by Microsoft Dynamics CRM, equips executives, managers and sales staff with the vital information, automation and collaboration tools they need to manage their customers, sales teams and local markets.
According to the company, EnAct was designed to support Fiserv’s methodology for bank sales management. It combines all the capabilities and flexibility of Microsoft’s CRM platform with all the finely tuned banking functionality of a purpose-built industry service.
Fiserv’s configuration of Dynamics CRM provides pre-defined local and centralized campaign templates, tailored dashboards of lagging indicators, processes for lead, referral and pipeline management, structured sales planning tools and more.
By choosing Dynamics CRM as an enterprise-ready platform, Fiserv has leveraged Microsoft’s massive investments in usability and integration with Office applications such as Outlook, Word, Excel and SharePoint, said Fiserv.
Dynamics CRM’s strength in usability and integration facilitate user adoption of EnAct, while Fiserv’s methodology-based design and insightful expertise provide financial institutions a path to sustainable sales uplift.
Tom Warsop, group president of financial institution services at Fiserv, said: As the competition for core deposits intensifies, flawless execution of sales strategy has never been more critical for traditional financial institutions. Capturing new market share, while securing and deepening existing customer relationships requires a structured and systemic approach enabled by practical technology that reveals customer insights and simplifies the sales process.
