Lead / CRM Management Solution

Sales

Why do sales take an eternity to close? Why can’t we improve win ratios? These are some of the questions we asked ourselves. And that’s why we brought you a CRM with the answers.

  • Service

    Why do businesses seldom know customers? Why do customers have to talk to several different people before somebody services their requests? These are some of the questions we asked ourselves. And that’s why we brought you a CRM with the answers.

  • Cross-sell

    Why must sales to existing customers be a reactive process? What if we could offer useful and relevant products & services to customers without them asking? These are some of the questions we asked ourselves. And that’s why we brought you a CRM with the answers.

  • Marketing

    Why are there gaps between marketing and sales strategies? How can we plan & execute measurable marketing campaigns? These are some of the questions we asked ourselves. And that’s why we brought you a CRM with the answers.

  • Process Management

    Why is it so hard to change business processes? Wouldn’t it be nice to configure workflows without having to code? These are some of the questions we asked ourselves. And that’s why we brought you a CRM with the answers.

  • Analytics

    Is it really necessary to view data in prescribed fixed formats? Why can’t we pick and choose analytics that we want to view in a single screen? These are some of the questions we asked ourselves. And that’s why we brought you a CRM with the answers

  • Integration

    How can we take the pain out of integration? Why do we have to hop between multiple systems to get things done? How can we do it all from a single screen?

  • Social

    How can we use social as medium to build meaningful dialog with customers? Why can’t social become a channel to increase brand equity? These are some of the questions we asked ourselves. And that’s why we brought you a CRM with the answers.

  • Collaboration

    Why must sales to existing customers be a reactive process? What if we could offer useful and relevant products & services to customers without them asking? These are some of the questions we asked ourselves. And that’s why we brought you a CRM with the answers.

Marketing

Tired of getting old, unqualified leads and having your referrals languish without any attempts at followup? With Symbiosis every person in the company becomes part of your marketing team. Drive more top of the funnel activity with qualified leads based on business rules and machine learning. Ensure every lead is pursued with automated allocations, qualification scripts, and customized workflows.

  • Automated Allocation

    Automatically allocate leads and referrals using configurable business rules, including location, product and expertise

  • Qualification Scripts

    Allow any employee to gather intelligence about a customer’s needs and ensure quality leads.

  • Machine Learning

    Symbiosis’s Trinity Cross Sell Modeler feature analyzes customer buying behavior from data lying within or outside enterprise systems to generate relevant, contextual, personalized offers to deliver the right message, on the right channel, at the right time.

  • Measure What Matters Most

    Set, track and measure employee performance against targets. Identify conversations which actually result in sales and adjust approaches on the fly.

  • Targeted Marketing - Email & SMS

    Send real-time personalized messages and responses tailored for specific customer inquiries

  • Mailing List (Static & Dynamic)

    Create strong lists of leads that can be static or dynamic, with members being added automatically based on pre-defined criteria

  • Seamless Integration

    Symbiosis code-less bi-directional integration suite allows you to combine existing campaign tools, models and marketing lists along with Symbiosis social, mobile and behavioral insights to give you a new, insightful view of your customer across your enterprise and beyond.

  • Multilevel & Multiwave campaigns

    Execute marketing campaigns across all touch points with Digital CRM. Drag and drop interfaces make it easy to create campaigns and track effectiveness over time, channels, regions, etc.

  • Marketing Collateral Library

    Keep your team updated on latest material and information anytime and from anywhere by allowing access to marketing collateral that are stored in a centralized repository

  • Call Scripts

    Maximize your marketing investments by ensuring all employees can assist customers usingQ&A call scripts that are tailored to each product and process. Dialer/IVR Integration Advanced: Close sales leads faster with outbound predictive dialing, context sensitive screen popping, and integrated reporting and workflow

Service

Gone are the days of customers having to repeat their requests to multiple people across multiple channels. Now you can resolve cases faster the first time with guided case management and intelligent knowledge bank.

  • Case Capture

    Capture cases from multiple channels – email, SMS, social media, mobile, online, in-person and more – on a single, unified platform.

  • Case Allocation

    Automatically assign leads to service reps depending on domain expertise and availability.

  • Call Center Scripts

    Use customizable , smartcall scripts, to make the service request process smarter. Enable call center agents to ask relevant questions, and offer intelligent solutions to increase first time resolution rates.

  • Call Center Management

    Enjoy outbound predictive dialing, inbound call distribution (ACD) and interactive voice response (IVR) along with context-sensitive screen pop ups, integrated reporting, and easy escalations.

  • Knowledge Management

    Share solutions, tutorials and product updates with teams worldwide, create workspaces for critical troubleshooting documentation to minimize resolution times, and get real-time alerts on updates of existing information.

  • Feedback Management

    Automate the feedback process and get accurate and real-time feedback to improve the quality and effectiveness of service processes.

  • Partner Servicing

    Capture service requests by partners and automatically assign them to teams. Enable partners to maximize business opportunities and improve partner loyalty.

  • Cross Channel & Device Reach

    Digital experiences are optimized across all channels and devices, ensuring a great user experience and continued use.

  • Partner Servicing

    Capture service requests by partners and automatically assign them to teams. Enable partners to maximize business opportunities and improve partner loyalty.

  • Reporting & Analytics

    Create customized reports through a simple user interface while getting actionable insights into service rep performance with dashboards.

Cross-Sell

Transform cross selling into a proactive process and a precise science. Combine the power of big data, behavioral analytics, frequency scoring and personalization.

  • Whitespace Analysis

    It enables to create micro customer segments based on multiple criteria. You can then define the products that all customers in a particular micro segment should own. System will then create offers based on the existing product holdings of customers.

  • Integration

    You can fetch ready offers in real-time or batch mode from 3rd party with systems with easy codeless integration tools.

  • Machine Learning

    It enables you to understand data from multiple sources like social, back office, transactions etc. It can then run intelligent algorithms to generate smart personalized offers.

  • Frequency Scoring

    Now the cross sell modeler runs its magic of frequency scoring on all these offers generated from multiple sources and surface offers which receive highest scoring based on suggestions from all sources.

Process Management

Business moves at the speed of light. New ideas and new companies pop-up overnight to compete with your business. How can you stay agile enough to innovate and swiftly respond to changing consumer preferences and increasing competition? Symbiosis gives you the tools to create zero touch, end-to-end, instant gratification customer journeys powered by agile visual process designer that seamlessly integrates front-end UI design with backend systems.

  • Business Process Designer

    Automate processes and pictorially represent them easily, without installing any additional software

  • Autoflow Designer

    Collect and update data on multiple screens with ease

  • Screenflow Designer

    Create journeys and flows based on individual business needs without any software implementation

  • Autonoma Integration Engine

    Get real-time alerts and warnings that identify potential failures, reducing coding efforts by 70%

Analytics

Enterprise data is among the most valuable resources available to business. But it’s no good if it’s not put to use. Now you can rapidly pull information from the most complex data sources, transform it into usable, actionable, drilled-down insights, and view them in a format of your choice.

  • Integrated Multi-Dimensional Analysis Engine

    Analyze data for your business with a combination of time, team, territory and product axis.

  • Easy-to-Use Interactive Report Designer

    Generate customized reports with an easy-to- use drag and drop facility that doesn't require any coding.

  • Analysis Path

    Understand trends and their causes by defining multi-level drill through reports (including graphs and multiple axes for analysis) and create an analysis path for deeper analysis

  • Sonic Distribution System

    Our Sonic Blast report distribution system can broadcast a single report to thousands of users, who will only see filtered data depending on their roles and permissions – all with ZERO manual intervention.

Integration

The movement of brand communication from broadcasts to conversations has turned service & sales on its head. With Symbiosis, businesses today enjoy the privilege of hearing what customers are saying about them first-hand, going where customers are talking about their brands, engaging in meaningful dialog, gathering leads, and resolving complaints.

  • Social Brand Tracker

    Monitor brand mentions across social networking platforms to capture mentions and conversations related to your brand and competition

  • Social as a Service

    Leverage social to resolve customer requests and capture leads. Track tweets and conversations on Twitter, Facebook, LinkedIn and Google+ to resolve queries faster and capture leads effectively.

  • Internal Social Collaboration Tool

    Communicate with internal team members and share information about leads and service requests addresses promptly

  • Deeper Customer Insights

    Get a deeper understanding of customers by capturing social media profiles and common contacts

  • Identify Influencers & Brand Ambassadors

    Rapidly identify individuals and businesses that enjoy larger social reach & generate greater engagement. Ttap them to create positive sentiments and advocate for your brand.

  • Sentiment Monitoring and Analysis

    Improve brand visibility on social by studying user behavior statistics, daily volumes, demographics, location, content tone, themes, and trending topics relevant to your product

  • Social Analytics

    Get real-time analysis of your brand and competition in terms of brand presence, campaign effectiveness, and customer experiences

Collaboration

Team members can connect to product experts anytime, anywhere via message, chat or video call. Effective collaboration made personal. Empower teams to brainstorm and deploy creative solutions. With Symbiosis, conversationally drive innovation.

  • High impact co-operation

    Symbiosis ‘Pulse’ enable teams to highlight critical updates to proactively manage work. Share files, links, surveys and insights in a single window.

  • Make multi-tasking simpler

    Amplify multitasking capability of your team. Collaborating with Symbiosis enable users to self-synchronize their efforts with other members, thus greatly aiding multitasking for faster results. Enable team to make decisions based on multiple factors.