Fiserv, Inc., the provider of financial services technology solutions, announced general availability in the Asia-Pacific region of its enterprise sales management system for banks. The EnAct system, powered by Microsoft Dynamics CRM, equips executives, managers and sales staff with the vital information, automation and collaboration tools they need to manage their customers, sales teams and local markets.
“The ability to draw in new customers and increase deposits is crucial to the success of today’s financial institutions, including those located in Asia-Pacific,” says Nick Wilde, managing director, Asia-Pacific, Bank Solutions, Fiserv. “There is intense competition to capture new market share among local and multi-national institutions. Using EnAct from Fiserv to effectively develop, implement and manage a sales strategy, financial institutions will be prepared to maximise growth, while strengthening the relationship with existing customers.”
The EnAct enterprise sales management system was designed to support the Fiserv globally proven methodology for bank sales management, and incorporated best practices based on 25 years of experience in helping banks execute customer relationship and sales strategies. Built on Dynamics CRM, EnAct combines all the capabilities and flexibility of Microsoft’s highly acclaimed CRM platform with all the finely tuned banking functionality of a purpose-built industry solution. The Fiserv configuration of Dynamics CRM provides pre-defined local and centralised campaign templates, tailored dashboards of leading and lagging indicators, processes for lead, referral and pipeline management, structured sales planning tools and more.
By choosing Dynamics CRM as an enterprise-ready platform, Fiserv has leveraged Microsoft’s massive investments in usability and integration with Office applications such as Outlook, Word, Excel and SharePoint. Dynamics CRM’s strength in usability and integration facilitate user adoption of EnAct, while the Fiserv methodology-based design and insightful expertise provide financial institutions a fast path to sustainable sales uplift.
D.C.