CRM solutionCRM solution on the basis of the MetodiX software complex
What is MetodiX
MetodiX - is a platform for creation of business applications.
Since 2000 the MetodiX software complex has been widely used as a platform for CRM-systems. MetodiX - is a Russian system, developed in accordance with the specifics of Russian business. CRM-systems on the MetodiX basis operate in different spheres of economy, such as:
- Banking sector;
- Mass-Media;
- Production and wholesale.
MetodiX can be easily adapted to business process, specific for your organization. That is why a MetodiX-based CRM-system is easy for implementation and convenient for use.
Automation of sale and maintenance processes
- Remote servicing of clients (Internet-, SMS-, and telephone banking);
- Collection of debts (informing clients about necessity of debt redemption);
- Reissuance of banking products (prolongation of contracts, replacement plastic cards)
- Additional sales and cross-sales of banking products;
- Receipt and processing of requests for banking products: charge cards, crediting.
Automation of marketing and analysis processes
- Information letters: e-mail, SMS: management of message templates, client groups creation of personified messages to clients;
- Collection and analysis of information on incoming calls of clients;
- Wide possibilities for analytical reporting; creation of multidimensional reports, which are used for complex analysis of work with clients, effectiveness of bank product sales, effectiveness of operations of affiliates and bank employees.
Integration with CALL center systems
Operating together with the Call center systems, the MetodiX complex provides the following capabilities:
- Maintenance of a single data base on clients, quick search for a client file by an operator of the CALL center;
- Client authorization during his call to the CALL center with the use of: PIN code and by key words ("passwords");
- Transfer of a call together with information about the client to another operator (group of operators);
- Possibility to add telephone banking modules;
- Possibility to connect modules for outgoing mass calling (for advertizing campaigns, information distribution among clients, collection of debts).
Major functions of CRM solutions
- Client information management;
- Automation of processes of sales and maintenance of banking products;
- Automation of processes of crediting, issuance of credit and pay cards;
- Automation of marketing actions;
- Analysis and control of activity;
- Integration with systems of SMS-and Internet banking;
- Integration with CALL center systems.
Advantages and possibilities
FOR BUSINESS
- Attract and retain clients;
- Offer clients high quality and timely service;
- Increase profits per each client;
- Reduce running costs though automation of routine operation;
- Reduce lost profits.
FOR IT
- Reduce costs and risks of implementation;
- Concentrate data from different sources in one data storage;
- Flexibly adapt to changes of business requirements.
Technologies used
The MetodiX software complex uses a client-server technology. The server part is controlled by the MS SQL Server 2000 and makes it possible to reach high speed in processing analytical reports and organize simultaneous operation of many clients. The system has wide possibilities for configuring and development, including:
- Visual interface editor;
- User script editor;
- Generator of reports and type documents.
Integration with the IBS Bankir
At present the CRM solution on the MetodiX is integrated with the IBS Bankir. The joint project is implemented in the Russkii Bank Razvitiya commercial bank, several pilot projects are under way in Russian banks.
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