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Cincom optimizes sales, marketing and customer-service operations for financial service providers, including  banks and insurance companies. Click here to learn how Cincom helped Alliant Energy reduce costs and grow their business with guided selling and product configuration.
 
  • Overview
  • Configuration
  • Quotation

Transform Contacts into Satisfied Customers with Cincom

With over 50 million households using online banking services to pay bills, financial service providers face a constant challenge; to serve prospects and current customers more effectively.

And, as more people and small businesses perform financial transactions online, the need for consolidated services continues to rise. Cincom provides banking,credit services and insurance companies with solutions that help customers to ; budget better, borrow intelligently and invest productively. Drive, measure and manage business relationships better, with front-office solutions that help sales channels ;

Cincom Acquire™ Guided Selling and Product Configurator Enables Fast Customer Response

Cincom Acquire Guided Selling and Product Configurator enables financial service providers to maximize existing business and grow client relationships in sales, marketing and customer-service operations.

With Cincom Acquire Guided Selling and Product Configurator you can:

  • Automate front-office functions and push them upstream to the point of sale, to assist customers, direct sales force, dealer channels or sales representatives
  • Identify cross-sell/up-sell opportunities more effectively with a consolidated view of client data that promotes higher levels of customer intimacy
  • Eliminate the order-processing errors and delay due to "chasing the experts" who have all the knowledge needed to make effective decisions

Cincom Acquire™ Quotation and Proposal Management Simplifies Complex Selling

The Cincom Acquire Quotation and Proposal management module enables your sales team to spend more time closing deals and less time producing documents with the right quote-management solutions.

Cincom Quotation and Proposal Management system enables you to manage the entire proposal generation process with:

  • Automatic generation of quotes from opportunities
  • Intuitive Microsoft interface based on Office Business Applications (OBAs)
  • Multi-level quote lines
  • "One click" sales and product configuration
  • Status tracking
  • Automated order generation