Operational
Module

Real-time decision hub –
Your customers get what
they want, on the channel
they prefer, at the right time.

How to make customer-based decisions in real-time?

Have you ever wonder if your CRM is collecting all your customer’s data from all sources, and can you make real-time decisions based on that data? We made Selecta as a real-time decision hub, and it is just that – a platform that allows companies to automatically generate leads based on customer behaviors and collected, so your sales team can act on that lead immediately.

How to make customer-based decisions in real-time?

Benefits

REAL & COMPLETE VIEW OF YOUR CUSTOMERS

Our 360 customer view gives you an accurate overview and statistics of your clients which helps in making the best suitable real-time decision and offer for a specific client. The whole 360 view is defined according to the needs of your business.

FOLLOW THE SALES PROCESS THROUGH ALL STAGES

Sales process automation provides capturing leads across multiple channels and converting leads to opportunities very quickly. Everything is executed in a lightweight manner through a unified front-end.

WEALTH MANAGEMENT TOOL

Provide your premium clients with a tailored and exceptional customer experience.

REDUCE YOUR CHURN RATES

This process is triggered when a client has a tendency to stop using your product. Through an automatic retention process, main activities and offers for keeping clients in your system will be defined with no delays.

Features

User dashboard & Reporting

The user dashboard gives an at-a-glance snapshot of key performance indicators. Selecta gives its users powerful drill-down capabilities with charts and dashboards. Dashboards are role-based, meaning that different users have the different views (i.e. branch manager has overview of his branch and all employees in that branch; regional manager has an overview of the performance of the whole region).

360 customer view

360 customer view is the foundation that makes relationship with customers experiential – the key to long-standing customer relationships and positive endorsements. The company can obtain a comprehensive view of customers by leveraging data from various touch-points in the customer’s journey. 360 view enables customer alignment, predictive analysis, drives customer intelligence and customer loyalty.

Lead management

Selecta enables companies to automatically capture leads across multiple channels and convert leads to opportunities quickly. Selecta supports designing business rules to route the lead to the correct salesperson based on territory, team or specialty.

Besides reacting quickly to customer needs and shortening lead-time, the company can understand the ROI of marketing programs (campaigns) and their impact on the sales pipeline.

Relate opportunities to specific campaigns and track which channel is the most/ least profitable. Measure campaign effectiveness based on a variety of attributes, including leads created, new opportunities, closed-won deals, win rate and more.

Advisory module

For example, in banking industry advisory module is a tool for Relationship Managers who are working with premium customers. The advisory module provides all relevant information in one place: customer’s financial needs and plans, as well as customer’s financial goals and offers suggested by Relationship Managers. User can also see all interactions with the customer (meetings, calls, etc.).

Retention process

Selecta provides a special module for the Retention process. Since customer retention is of high importance in a lot of industries, such as banking, insurance, telco etc. reducing churn rate is the main goal of our Retention module. User can easily see if customer was already in retention phase, as well as what was offered to the customer and what made him stay in the bank and what made him continue using certain service/product. The retention process can be automatically created and triggered by an event in the core system.

Task management & Notifications

The best way to assure that tasks and activities within a sales stage are performed at the right time is to actually make those tasks and activities part of a sales stage within CRM. Various tasks and activities can be made mandatory so that they have to be completed and checked off before lead could be moved to the next stage. Selecta also supports assigning tasks to employees and being notified if task has not been completed. Employees also get reminders for tasks i.e. Call customer, Meeting, Send an email etc.