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CRM Customization

Drishti's CRM is an easy-to-use interface to manage interactions and customer information. It is easily customizable as per different business processes such as customer support, telemarketing and sales, market research, collections, directory services and financial advisory. The comprehensive CRM allows businesses to manage interactions, customers and processes more effectively.

Financial Advisories
For financial advisories, the CRM can be customized so as to incorporate the following functions in the user interface -

• Set Callback on alternative number
• Specify Same agent Callback
• Lead generated passed on to the verifier
• Customized and automated Calculator for relevant campaigns (for calculating premiums etc.)

Market Research
Drishti's CRM allows you to create comprehensive campaigns for market surveys. The CRM can be customized as per the survey requirements. It can also be integrated with the market survey logic (e.g CATI) as well.

Sales CRM
The customized Sales CRM allows sales people to -

• Capture customer Information
• Access to complete account information - credit card / cheque details; verification
• Spend less time on administration and more time on closing more deals.

Online Digital Ticketing System (DTS)
DTS a system wherein customers can submit online requests for issues faced and trouble shooting. It allows both the customers and Support Helpdesk to holistically view and easily manage the submitted requests. We can customize the CRM to integrate the DTS with telephony.

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Case Studies
See how Drishti maximized the number of live connects and operational efficiency.
See how Drishti catered to a complex communication model of a financial company.
Learn how Drishti designed a solution with Predictive Dialer and IVR System for broadcast dialing.
Customer Speak
cscomma Your support and assistance all year has been welcomed, extremely appreciated and I'd like to take this opportunity to thank you all for that support. When companies combine their talents and support one and other in this way, almost invariably both will benefit from the success of each other. cscommar
Barrie
CEO, Origin
 
 
 
 
 
 
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