The ready-to-use CRM for small businesses and startups.
Take a 360-degree view of unified customer data.
"The new system will enable everyone who is in contact with a client to have a 360° view of them."
Everyone establishes what products the customer has, their level of satisfaction, their habits, particularly concerning digital channels, their new behavior, their customer relationship with the contact center and the comments they have, what the products are or which services that would be of interest to them, how they want to be contacted, etc.
“This will make customer contact easier, having a Belfius marketer in front of them; this will create selling opportunities and improve the service”. Since then, efficy CRM has been deployed in all agencies.
Furthermore, Martin Bobeck, Senior Corporate Banker at Belfius, explains the benefits that efficy’s extended CRM solution, or xRM, brings to Belfius by connecting to other tools to extract key information. In fact, “efficy multichannel CRM tool used within Belfius Bank is the prime example of how customer data should be used intelligently and securely, while enabling strategic action plans towards our core clients”.
He adds, “handling all relevant client data via their fully integrated & linked multiplatform-channel with such ease of use, I have not seen so far during my +20 years of professional banking experience”.
He concludes that according to him efficy CRM is “without a doubt the reference CRM tool within this swiftly changing banking industry making ample use of sophisticated AI“.
"efficy CRM in a nutshell: peace of mind. We have reached our cruising speed. efficy has grown a lot over the last few years, it is a genuine partnership."
"All our contracts, claims and policy holder documents are in efficy CRM. It is very easy to find information"
"efficy CRM gives us a better traceability and a better follow-up in the management of the activity"
Whether you are a bank, an association, a large company or an SME, there is an efficy solution for you!