CPS is geared toward community-minded business people who realize how important relationships are to their business.  This software will help all members of an enterprise gather information and log contacts with clients.  Each contact has the potential to lead to selling a product. 

Who will this benefit in your company? 

We believe it will benefit the entire organization and your customers.  Here are a few examples:

• Your customers –your customers will receive better service because of the ability to set up appointments and follow-ups in the system.  Because of the information gathered your customers will be informed of products or services you offer that best fit their needs
• Marketing – information can be pulled to launch sales initiatives or marketing campaigns.
• Lenders – when finding great products or services for your clients, you will already know their needs and can target a perfect solution to meet their needs.
• Tellers and other customer contact personnel – track conversational notes from an interaction with a client to learn about what the business could offer them to solve a problem.
• A great vehicle to ensure that internal referrals occur in a timely fashion.
• Management – track performance and success of product offerings within your enterprise.  Review notes and information on clients to determine what products you can sell your clients.

Features of CPS:

• Ability to synchronize with Outlook® to set appointments and follow-ups as often as you like.
• Ability to synchronize contact information with Outlook®.  You can have contact information with you at all times if you have the ability to synchronize your data to your mobile phone.
• Export information to a Word® document to bring with you to a meeting or review the client’s needs.  You can print a full report of the answers your client gave you to the questions to ensure you completely understand their needs and can offer your products or services to meet those needs.
• Easy to use – with only four tabs – General, Consumer Info, Business Info and Products – you will gather important information in a manner that is not overwhelming to staff.  The questions are simple and hold all of the information you want to know about a prospective client.  The Products tab is completely customizable to list all of the Products your bank offers.
• Copy and paste functionality – copy and paste important conversational notes for loan files.  This information can also be copied and pasted into sales proposals.
• Instant access to information about each customer.
• Shared database so many people can enter information at the same time, instead of only one person having access to a spreadsheet.

To view all of the features, please visit the Demo page.