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T3softwares

T3 CRM is a leading CRM providers, which offers Financial Service Provider and Intermediaries which is based in Mumbai. T3 CRM gives you a robust and simple tool for Financial Service Provide such as Debt Syndication, Private Equity Agents, Mortgage brokers, Advisory Services. T3 CRM will help you manage your Leads, view your Pipeline and track each Processing happening with in-depth analysis .

T3 CRM has been designed and built by a team of people who understand the unique features of our market. The logic and functionality behind T3 CRM has been designed by people who have vast experience in the Financial Services business. A team of software engineers who specialized in client relationship management has developed the software.

Keeping in mind the Complexity of the industry and different process flow in each organization, T3 consultants understand your business process and customize it to Exactly suit your organization requirement.

This unique USP of T3 CRM which is not available in any other product elsewhere makes the implementation 100% success in which T3 CRM is implemented. T3 CRM has a unique customization process where the customer can request for any customization during the subscription period at no extra cost.

 

Background

For Financial Intermediaries & Brokers accruing new & retaining Existing Customers is Mission critical for Company Growth. Customer accusation takes a longer sales cycle and defined sales process in place. Sales Process involves multiple people from organization to work towards the same customer and gain success. Highly Competitive, qualitative and credibility based industry.

 

Challenges

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How to gain Greater transparency in Business development

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How to cross sell products between Customers Efficiently

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How to have holistic view of all the historical transaction and interaction with the client across all channels to compact effects of Account executive attrition

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How to run Effective campaigns to acquire new customers

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How to track all the proactive follow-ups with email alerts and dashboard

 

Solution

T3 CRM a leading CRM for Financial Service Provider and Intermediaries. T3 CRM gives you a robust and simple tool for Financial Service Provide such as Debt Syndication, Private Equity Agents, Mortgage brokers, Advisory Services. T3 CRM will help you manage your Leads, view your Pipeline and track each Processing happening with in depth analysis . T3 CRM has been designed and built by a team of people who understand the unique features of our market. The logic and functionality behind T3 CRM has been designed by people who have vast experience in the Financial Services business. A team of software engineers who specialized in client relationship management has developed the software. Keeping in mind the Complexity of the industry and different process flow in each organization, T3 consultants understand your business process and customize it to Exactly suit your organization requirement.

Highlights of T3 CRM + ERP

Marketing

Campaign Creation

Sub-Campaign Creation

Budget Allocation

Campaign Expenses

Lead Capture

Pre-Sales Stage I

Lead Generation

Automated Lead Capture

Company Financial Details

Indentify Real estate needs

Leads Real estate Flow Stages

Follow-ups

Prospect Database

Multiple Contacts Management

Pre Sales Stage II

Manage Multiple enquiries

Identify Financial Product

Finalize Product

Deal Offer Term Sheet

Mandate Received

Follow-ups for Mandate

Execution Of Mandate

Customer Database

 

Processing - Equity

Track Complete Workflow

Track Multiple PE Processing

Define TAT days for each workflow

Track Status of Workflow

- Internal Preparation

- Internal Preparation

- Negotiations

- Binding Agreement & Closure

Post sales Closure

Processing - Debt

Track Complete Workflow

Track Multiple Bank Processing

Define TAT days for each workflow

Track Status of Workflow

- Mandate Letter Signed

- Preparation of Executive Summary

- Submission of Proposal

- NBG and TEV stage

- Submission of detailed proposal

- Proposal Branch Level Processing

- Proposal RO Level Processing

- Proposal HO Level Processing

- Disbursement

Post sales Closure

Project management

Term Loan

Working Capital

Mezzanine Funding

Lease Rental Discounting

Project Funding

Private Equity

Merger & Acquisitions

Venture Capital

Operation Advisory

Business Advisory

Financial Advisory