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BankU ERP / CRM & Leads

Keep sales follow-ups useful.

Good lead records help a colleague pick up a conversation without starting again. Capture the need, the next step and who is responsible, while respecting how contact details were obtained.

Talk to our team Take a closer look

Ask our team which modules are available.

WHAT TO EXPECT

CRM & Leads in practice.

Explore the records and processes your team uses.

Clear ownership

Give each follow-up an identified owner so enquiries are not left between teams or contacted repeatedly without a coordinated approach.

Next actions

Keep the next agreed step and timing clear, instead of treating an old enquiry or unanswered message as an active commitment.

HOW TO APPROACH IT

How the work is organised.

Start with these three steps.

  1. 01

    Capture the enquiry

    Record the business need and relevant contact details through your approved customer-information process.

  2. 02

    Agree a next step

    Decide who should follow up and what information the potential customer needs from you.

  3. 03

    Review the record

    Update the outcome of the conversation and remove assumptions that are no longer accurate.

WORTH CHECKING

Before you start.

  • Confirm CRM and lead functionality before planning adoption.
  • Respect consent and applicable communication requirements.
  • Do not store passwords, OTPs or payment-card details in sales notes.