Financial CRM Intermediaries & Service Provider
T3 CRM is a leading CRM providers, which offers Financial Service Provider and Intermediaries which is based in Mumbai. T3 CRM gives you a robust and simple tool for Financial Service Provide such as Debt Syndication, Private Equity Agents, Mortgage brokers, Advisory Services. T3 CRM will help you manage your Leads, view your Pipeline and track each Processing happening with in-depth analysis .
T3 CRM has been designed and built by a team of people who understand the unique features of our market. The logic and functionality behind T3 CRM has been designed by people who have vast experience in the Financial Services business. A team of software engineers who specialized in client relationship management has developed the software.
Keeping in mind the Complexity of the industry and different process flow in each organization, T3 consultants understand your business process and customize it to Exactly suit your organization requirement.
This unique USP of T3 CRM which is not available in any other product elsewhere makes the implementation 100% success in which T3 CRM is implemented. T3 CRM has a unique customization process where the customer can request for any customization during the subscription period at no extra cost.
Background
For Financial Intermediaries & Brokers accruing new & retaining Existing Customers is Mission critical for Company Growth. Customer accusation takes a longer sales cycle and defined sales process in place. Sales Process involves multiple people from organization to work towards the same customer and gain success. Highly Competitive, qualitative and credibility based industry.
Challenges
How to gain Greater transparency in Business development
How to cross sell products between Customers Efficiently
How to have holistic view of all the historical transaction and interaction with the client across all channels to compact effects of Account executive attrition
How to run Effective campaigns to acquire new customers
How to track all the proactive follow-ups with email alerts and dashboard
Solution
T3 CRM a leading CRM for Financial Service Provider and Intermediaries. T3 CRM gives you a robust and simple tool for Financial Service Provide such as Debt Syndication, Private Equity Agents, Mortgage brokers, Advisory Services. T3 CRM will help you manage your Leads, view your Pipeline and track each Processing happening with in depth analysis . T3 CRM has been designed and built by a team of people who understand the unique features of our market. The logic and functionality behind T3 CRM has been designed by people who have vast experience in the Financial Services business. A team of software engineers who specialized in client relationship management has developed the software. Keeping in mind the Complexity of the industry and different process flow in each organization, T3 consultants understand your business process and customize it to Exactly suit your organization requirement.
Highlights of T3 CRM + ERP
Marketing
Campaign Creation
Sub-Campaign Creation
Budget Allocation
Campaign Expenses
Lead Capture
Pre-Sales Stage I
Lead Generation
Automated Lead Capture
Company Financial Details
Indentify Real estate needs
Leads Real estate Flow Stages
Follow-ups
Prospect Database
Multiple Contacts Management
Pre Sales Stage II
Manage Multiple enquiries
Identify Financial Product
Finalize Product
Deal Offer Term Sheet
Mandate Received
Follow-ups for Mandate
Execution Of Mandate
Customer Database
Processing - Equity
Track Complete Workflow
Track Multiple PE Processing
Define TAT days for each workflow
Track Status of Workflow
- Internal Preparation
- Internal Preparation
- Negotiations
- Binding Agreement & Closure
Post sales Closure
Processing - Debt
Track Complete Workflow
Track Multiple Bank Processing
Define TAT days for each workflow
Track Status of Workflow
- Mandate Letter Signed
- Preparation of Executive Summary
- Submission of Proposal
- NBG and TEV stage
- Submission of detailed proposal
- Proposal Branch Level Processing
- Proposal RO Level Processing
- Proposal HO Level Processing
- Disbursement
Post sales Closure
Project management
Term Loan
Working Capital
Mezzanine Funding
Lease Rental Discounting
Project Funding
Private Equity
Merger & Acquisitions
Venture Capital
Operation Advisory
Business Advisory
Financial Advisory