Database Synchronization

One of the critical phases in integrating Sales Master into your bank’s infrastructure is Database Synchronization. While all CRM modules can function independently, fully unlocking the system’s potential requires seamless integration with your bank’s storage (database). This integration is key to achieving a high level of automation and customization tailored to your specific operations.

Why Synchronization Matters

By connecting Sales Master directly to your bank’s database, we enable real-time data exchange and automated workflows that streamline your processes. Here are some examples of how this integration enhances your operations:

• Automated Offer Loading: Offers are automatically loaded into the system without needing manual CSV-file uploads.
• Meeting Outcome Status: Automatically receive status updates based on meeting results, eliminating the need for manual verification file uploads.
• Automated Client Card Opening: The Client Card is opened automatically during an outgoing call, improving efficiency.