CRM in the banking industry made simple with monday.com
Within any business, there is a key focus that needs to be addressed: the customer. In some industries, it’s not as intensive as in others, however, in the banking industry managing customer relationships is vital to the success of the business.
This can be complex, especially when dealing with hundreds of thousands of clients on a daily basis, each with its own pressing needs. To prevent awkward slip-ups, we recommend investing in a CRM system capable of storing everything in one convenient location, and more importantly, making it easier than ever to access the data with the simple click of a button.
Sound like mission impossible? Well then consider Monday.com to be Tom Cruise because it can handle anything you throw its way.
The beauty of Monday.com
This virtual tool makes managing your business and all of your clients easier than ever before. You have the ability to tailor-make your boards to meet your requirements and allow your team to do the same. Not only does this ensure that everyone is on the same page, but it has also been found to boost productivity while reducing business costs.
And if that hasn’t got you interested, the fact that you can easily integrate Teams, Gmail and other tools already being used within your business might just get the job done.
It’s one mega platform that can manage your business. From internal comms to CRM, there’s very little Monday.com won’t be able to do.
Sign up to monday.com South Africa – Activation or Trial Link and track time with monday.com South Africa.
Interested in uncovering CRM with monday.com then hit the link below and start your monday.com journey, partnering with Syscor all the way.
Book a call for monday.com Pro Services in South Africa and Africa
Once you have an active account Syscor can assist with a full consulting and professional services stack, including:
- Process design
- Workflow design
- Workspace builds
- Board builds
- App integration
Syscor is a sales, installation, and support partner to monday.com, having completed many successful projects on monday.com. Thus making us very experienced. Syscor has clients that range from Tanzanian Banks to small manufacturing businesses in South Africa, for instance. Our reach is completely continental.
Syscor’s Consulting team are all qualified to deliver a full installation and support offering, meaning we offer turn-key services. We will gladly share any referrals, in order to give you peace of mind. So you can embark on your monday.com journey, with confidence.
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