Modernizing onboarding to drive speed, efficiency and client satisfaction.
Enteract
Get the Customer Relationship Management (CRM) tools and insights you need to accelerate growth and deliver compelling customer experiences.
With Enteractâ„ from 91̽»¨, you can harness the power of Microsoft’s Dynamics 365 to put your people and your customers at the heart of your digital transformation strategy.Ìý
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| 360° customer view Unify profiles, relationship views, and recommended next best actions for frontline staff toÌýenhance customer interactions with a unified sales and service application that simplifiesÌýemployee experience across teams for consistent engagement. |
| Sales management Prioritize outreach, manage leads and pipeline, and track referrals and performance againstÌýgoals, enabling improved visibility into key metrics and supporting collaboration to accelerateÌýsales and align progress with targets. |
| Service automation Automate workflow for complex service processes with core integration, documentÌýgeneration, e-signatures, approval routing and SLA escalation. This streamlines andÌýautomates sales and service workflows to drive efficiency and reduce manual effort. |
| Customer onboarding Integrate applicant screening, product configuration, compliance enforcement, documentÌýmanagement and e-signing. This lets you adapt capabilities through configuration, notÌýcoding, to meet evolving needs while maintaining compliance and consistency. |
Learn about our CRM solutions
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Put customers at the heart of your financial institution's digital transformation
