Sigma 7/BPM-CRM

Process and customer management, BPM/CRM, uniting the entire organization to provide better solutions for its customers.

In addition to generating an excellent image, good customer service increases the profitability of the company. For this reason, our tools focus on streamlining and improving customer service processes. Sigma7 is a collaborative BPM that manages processes, uniting the entire organization to provide solutions for its customers, and it can be better adapted to what you need, because it is modular. and it can be better adapted to what you need, because it is modular. 7 sigma increases organizational intelligence in your company, because the company learns from its processes, to better understand what your customers need, and how those needs have already been met.

Customer service

The Management and Contact Center modules are combined to give a complete customer service platform. Processes, customers, and staff come together to create a controlled and managed service pipeline, with time recording, alarms, attachments, dynamic forms, and document generation. All this control makes it easier for your clients to have the best service and timely responses to all their requests.

Credit Factory

Integrated credit system, through an optimized process cycle, running on industrial class software. This allows loan processes to be more efficient, automating processes based on rules. Quote the best credit offers. Automatically qualify the client, to approve or reject it immediately. Verify international lists of high-risk clients. It culminates with the opening of credit, generating all the documentation to formalize it.

customer linking

The Sigma 7 Verify module allows you to get closer and better to your customers. Its client creation forms capture the information necessary for the formal evaluation of each of them, according to their own risk matrices, and their local, regional or international references. Thus, you will be able to determine the degree of risk of each client, complying with international requirements against money laundering and financing of terrorism. Sigma 7 Verify also allows you to manage the client's electronic file with automated surveillance processes, for example, alerts about the expiration of your documentation, to keep everything updated.

Sigma 7 modules include:

Management: Stores the organizational structure of the company and its customers. It incorporates the definition of process flows (workflow), para automatizar procesos internos de la organización.

Contact Center: It includes tools to identify the client, understand their environment, and manage the follow-up of their new and pending requests, as well as their products, services, and previous contacts.

Knowledge Base: Repository of documents and articles available to users to resolve operational questions, and to store any type of document associated with products, suppliers, laws, regulations, processes, etc.

Web Chat: Module that facilitates online interaction with customers, associating each communication with the customer's profile, and their channel preference. Personalize services by assigning specialized service agents to each requirement. With Webchat, each client's requirement is responded to efficiently, under the supervision of control personnel, avoiding bad attention and excessive waiting times.

Telemarketing: Manages outgoing campaigns to clients, telephone and mail, generating leads from each campaign, and controlling from its origin to closing.

C Factory: It automates the generation of business, from the initial quote, automating the complete cycle of credit analysis and formalization. It integrates with the bank's systems to create the requested products and disburse the loan.

Sales: Manage the product sales cycle. Take advantage of the collaborative BPM structure, involving all the organization's staff to generate opportunities, support the closing of the business, and keep track of goals by areas and products. It also records opportunities by status: open, frozen, won, and lost.

Auto-Servicio (Self Service): It allows customers to interact with the organization and automatically get responses to their requests online.

Customer service

Credit Factory

customer linking

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