Academic journal article ABA Banking Journal

Software for Calling Officers

Academic journal article ABA Banking Journal

Software for Calling Officers

Article excerpt

Selling products to prospective and existing bank customers can be managed more efficiently with the help of a new software program from ABA.

PeopleBase, developed by High Caliber Systems, Inc., New York, lets customer relationship managers store such critical information as the last date of contact, the best time of the day to call, and the products and services purchased, on up to 500,000 people. The information can then be accessed readily through simple computer functions.

"Selling banking products and services requires consistent, ongoing contact with customers and prospects - however, half the challenge is staying organized," says Philip S. Inglee, president and CEO of Liberty National Bank, Huntington Beach, Calif., and chairman of ABA's Small Business Banking Committee. "With PeopleBase, the system reminds us whom to call and when, so we can spend more time selling and less time on paperwork."

Some of the useful features of PeopleBase include its ability to create personalized "thank you" letters with the push of a few buttons; its capability to search for and identify the customers or prospects most likely to purchase certain products and services; and the unlimited space in its "notepad" where information about contacts and appointments can be stored. …

Search by... Author
Show... All Results Primary Sources Peer-reviewed

Oops!

An unknown error has occurred. Please click the button below to reload the page. If the problem persists, please try again in a little while.