Name: Impact CRM: Fully Self-customisable KYC / Onboarding Process
Uploaded: 2019-12-11T13:27:33.000Z
Duration: 2 min 15 s
Description: Impact CRM: Fully Self-customisable KYC / Onboarding Process

Help Desk

Web and Video Conferencing

Customer Support

Continuous Integration

Development

Academic Advising

Education

Business Intelligence (BI)

Collaboration

Enhanced 911 (E911)

Visitor Management

VoIP

Enterprise

Accounting

Payment Gateway

SaaS Spend Management

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Course Authoring

Employee Onboarding

HR Management

Payroll

Professional Employer Organizations (PEO)

Recruitment Automation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Converged Infrastructure

Custom Software Development Services

Fraud Detection

Hyper-Converged Infrastructure

IT Asset Disposal

Integration Platform as a Service (iPaaS)

Network Monitoring

Network Performance Monitoring

Release Management

Remote Monitoring and Management

Remote Support

Secure Email Gateway

Threat Intelligence

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audience Engagement

Audio Editing

Content Management

Creative Collaboration

Customer Reference Management

Email Marketing

Gamification

Heatmap and Session Recording

Marketing Automation

Marketing Resource Management

Mobile Marketing

Social Media Analytics

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Marketing

Field Service Management

Project Management

Writing and Proofreading Tools

Professional Services

Customer Relationship Management (CRM)

Multichannel Retail

Point of Sale

Sales

Cloud Infrastructure Entitlement Management

Security

Architecture

Aviation

Commercial Drone

Equation Editors

Financial Services CRM

OSS/BSS (Operations Support/Business Support)

Oil and Gas

Revenue Cycle Management (RCM)

Vertical-Specific

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Impact CRM, developed by Impact Tech LTD, is a customer management solution designed to streamline and optimize sales, customer support, and marketing processes in real-time. This platform caters to businesses of various sizes and is suitable for sales teams, customer support teams, marketing teams, brokerages, and online commerce companies. According to the vendor, Impact CRM offers a range of features that can enhance customer relationships, improve efficiency, and drive business growth.

## Key Features

**Automated lead segmentation**: According to the vendor, Impact CRM allows for the automated assignment of leads to the most suitable agent based on marketing channel, language, and Introducing Broker (IB) criteria. Automated tagging, utilizing lead scoring, helps designate leads to pre-defined pools.

**One dashboard delivers the big picture**: The platform provides a single interface where users can access essential information such as personal details, lifetime value, verification details, KYC/AML status, previous interactions, and marketing campaigns. Additionally, users can view account activity, documents, audit logs, calls, and emails within their respective timelines.

**Always online with zero downtime**: Impact CRM ensures constant availability through a reliable and efficient ecosystem. The robust content delivery network (CDN), incorporating the latest technologies and techniques, supports uninterrupted service regardless of size, traffic volume, or data requirements.

**Pay as you grow**: The platform offers customization and scalability options, allowing organizations to choose the level of resources that best suit their needs. The agile framework and dedicated support team assist in setting up the platform and delivering tailored solutions.

**Secure by design**: Impact CRM claims to comply with GDPR regulations, offering encrypted data transmission and storage. The platform also protects against external threats using HTTPS and SSL protocols.

**Trade across the globe**: Impact CRM seamlessly integrates with popular trading platforms like MT4 and MT5, and offers integration with over 250 payment providers and compliance services, making it suitable for brokerages seeking global reach.

**Unparalleled API architecture**: According to the vendor, Impact CRM provides seamless integration with third-party applications and tools. The platform offers APIs or webhooks for secure and scalable integration, enabling connection with existing cloud-based apps and on-premise software.

**Out-of-the-box integration with your favorite products**: Impact CRM offers hassle-free integration with a scalable API architecture, making it easier to connect with other software solutions.

**Sentiment Analysis**: Impact CRM claims to provide AI-driven insights into the mood of clients and leads, helping users identify actions that drive sales and improve retention. This feature aims to optimize campaigns for higher conversion rates and enhanced sales performance.

**Turn data to meaningful insights**: Impact CRM allows users to gather valuable insights for higher converting campaigns. According to the vendor, users can define optimal listen/talk ratios and avoid compliance pitfalls for improved outcomes.

Impact CRM, from ImpacTech headquartered in Cypress, is a customer relationship management solution featuring a single screen customer journey profile with dynamic lead scoring and real-time reporting, as well as potential for built-in telephony, chatbot and email, with AI augmentations.

Basic

Regular

Advanced

Premium

Guru

WeStrive

Assistive CRM

Impact CRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

ImpacTech (Impact Tech Ltd)

Impact CRM: Fully Self-customisable KYC / Onboarding Process

Customer input fields in Impact CRM are fully self-customisable to follow a rule-based flow that creates a frictionless onboarding experience for customers while meeting the KYC and regulatory requirements of the territory. Tracking the progress of every customer’s KYC process and AML is easy and regulatory auditing is simplified with automated notifications when ID documents are due for renewal.

https://crm.impactechs.com

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

Impact CRM

Overview

What is Impact CRM?