Enteract
Get the Customer Relationship Management (CRM) tools and insights you need to accelerate growth and deliver compelling customer experiences.
With Enteractâ„ from º£½ÇÆƽâ°æ, you can harness the power of Microsoft’s Dynamics 365 to put your people and your customers at the heart of your digital transformation strategy.Ìý
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| 360° customer view Unify profiles, relationship views, and recommended next best actions for frontline staff toÌýenhance customer interactions with a unified sales and service application that simplifiesÌýemployee experience across teams for consistent engagement. |
| Sales management Prioritize outreach, manage leads and pipeline, and track referrals and performance againstÌýgoals, enabling improved visibility into key metrics and supporting collaboration to accelerateÌýsales and align progress with targets. |
| Service automation Automate workflow for complex service processes with core integration, documentÌýgeneration, e-signatures, approval routing and SLA escalation. This streamlines andÌýautomates sales and service workflows to drive efficiency and reduce manual effort. |
| Customer onboarding Integrate applicant screening, product configuration, compliance enforcement, documentÌýmanagement and e-signing. This lets you adapt capabilities through configuration, notÌýcoding, to meet evolving needs while maintaining compliance and consistency. |
Learn about our CRM solutions
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Put customers at the heart of your financial institution's digital transformation
