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NSS PERSPECTIVE TeamWork is a customer relationship solution - powered by Lotus Notes® - which provides extensive workflow and knowledge management in support of your customer service and sales personnel. As workflow efficiency and communications increase, so do sales and customer service.

Customer relationship management is greatly enhanced through NSS PERSPECTIVE TeamWork. Looking at your customers as a market segment of one will allow your electronic retail delivery systems to cross-sell the appropriate products to your existing customers, thus leading to a larger share of your customer’s wallet.

Customer Profile
NSS PERSPECTIVE TeamWork houses and provides access to a
significant amount of information about your customers. Demographic
and profitability information is housed and can be accessed for targeting your marketing messages. Comments, ticklers, and general sales activities can be recorded so that any service representative can personalize their interaction with the customer.

Account Portfolio
Having your customer’s portfolio summarized in one place is powerful
knowledge where targeted — individualized marketing is the ultimate
goal. Targeted marketing messages can be presented as a customer enters your retail delivery channels, whether through the branch, call center, or Internet bank.

Automating Problem Resolution
One of the best ways to retain a customer is to quickly and efficiently
solve his problem. NSS PERSPECTIVE TeamWork provides for the
automation of problem reporting and tracking throughout the enterprise. Knowledge of the problem can be appended to an electronic problem report to facilitate the quick resolution of the problem. A wide variety of tracking views is available to monitor performance.

Automating Sales Referrals
NSS PERSPECTIVE TeamWork automates sales referrals throughout the enterprise, allowing a referral to be generated at the point of discovery. Information available on the prospect/customer can be appended to an electronic referral form and routed to the appropriate sales group for follow-up. The sales person is now positioned to handle an " intelligent referral". The receiving officer receives the referral, responds on a feedback form that sends the status of the referral back to the originating officer. Tracking referrals and incentive compensation for referrals is facilitated by an interface with NSS XSELLerator which provides extensive sales tracking and incentive compensation functionality.

Campaign Management
Tracking marketing and sales campaign efforts for each target customer provides valuable information to the enterprise when servicing or responding to a customer request.

TeamWork Benefits
The implementation of NSS PERSPECTIVE TeamWork will give you a significant competitive advantage by demonstrating that you know your customers and your market. The benefits of this system include the following:

  • Improved service when resolving customer problems
  • Increased sales by routing and tracking referrals across the enterprise with shared knowledge about the sales opportunity
  • Increased productivity by automating sales and service workflow
  • Real-time analysis of your customer’s situation allowing the sales representative to sell the correct product
  • Shared knowledge of your customers including profitability at the household and account level
  • Account portfolio information that provides input into the cross-sell process
  • Quick and easy access to bank product information
  • Lead opportunity tracking that facilitates management of the sales force

 

 

 

 

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