trg tech’s CRM strategies and solutions enable information-driven sales, service, and marketing. trg tech provides technology to organise, automate, and synchronise business processes to win new clients, retain existing ones and reduce marketing and client service costs. Through a new solution or integration with current CRM capabilities firms can:

• Manage marketing campaigns and generate quality leads
• Improve telesales, account, and sales management
• Develop better communication channels
• Collect vital data, like customer details and order histories
• Create detailed profiles such as customer preferences
• Deliver instant, company-wide access to customer histories
• Identify new selling opportunities
• Form individualised relationships with customers with improved customer satisfaction
• Create cross-selling and up-selling opportunities
• Increase market share and overall profitability

across the following functional domains:

• Sales force automation
• Marketing
• Customer service and support
• Analytics
• Field service
• Social media
• Help desk

Case study: Customised Interactive Diary Management System for the financial sector

A top-tier global financial services firm that facilitates international payments and foreign exchange transactions was facing reduced prospecting for new sales and low conversion rates. It engaged trg tech to maximise its lead conversion rate and minimise the time for commencement of traded revenue. A comprehensive leads cycle management process was implemented along with an integrated online Interactive Diary Management System (IDMS). Results showed fewer customers lost through follow up failures, an increase in appointment-to-sales conversion by 25%, ‘call-to-appointment time’ reduced to 13 days and ‘appointment-to-sale’ time to 17 days.