BiCRM

BiCRM delivers scientific, quantitative management and distribution of clients, professional segments, sales opportunities, and individual rep activities throughout the sales process. It helps sales leaders and reps manage clients and track opportunities, standardize sales practices, and enable team collaboration.

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System Integration & Custom Development

1 Begin with requirements workshops to build a comprehensive understanding of the client's business.
2 Review the current system's issues and provide analysis and recommendations.
3 Plan and integrate around the client's specific needs.

Typical requirements include:
resolving current system issues, addressing new regulations, and proposing creative ideas.
For clients with specialized requirements, SoftBI is happy to provide custom development services.

Sales Automation

  • Customer tiering, multi-attribute tagging, and customizable filters for target customer lists.
  • Marketing lists of all kinds are unified with the system's standard event-driven lists, delivering to relationship managers:
    • Complete client opportunity signals
    • Contact record management
    • Work progress reporting
    • Opportunity volume reporting
    • Sales revenue forecasting
    • Tracking against sales targets
  • The system supports over 500,000 concurrent users, processing nearly 100 million customers and billions of accounts daily — covering account consolidation and analysis, P&L calculation, alert event publishing, service event reminders, and business reporting at every level.

Sales Process Management

Opportunity management gives managers real-time visibility into the team's pipeline and projected revenue, supporting agile adjustments to sales strategy.

Pipeline Management: a graphical view of every sales opportunity's status and progress. The system aggregates each opportunity's estimated value and cost, and analyzes each relationship manager's ability to progress opportunities.

Marketing Campaigns

Marketing campaigns is one of the system's three core modules.
The three core modules are: client and sales management, investment management, and marketing campaign management.

Marketing campaign management includes the following key features:

  • Opportunity management
  • List assignment and reclamation
  • Dynamic multi-criteria list generation
  • List execution and contact logging
  • Scoring system
  • Sales process management
  • Campaign performance reports

Each campaign comprises a target list and a questionnaire. Per-campaign lists are automatically routed to each customer's RM, who reports the outcome of the sales conversation.

Sales Performance Dashboard

From the manager's workbench, the sales performance dashboard delivers full visibility into team performance and progress.

Across 20 years and over 100 bank and brokerage implementations, the system has built up 12 categories and more than 100 critical management reports — including overnight-batch business reports and intraday sales situation reports aggregating trade data from every system. These domain-rich management reports are a powerful tool for running the business.