Overview
What is Xgen Smart Sell?
A Customer Relationship Management (CRM) platform designed to manage cross-sell, up-sell and other organisational sales initiatives, from Xgen Group headquartered in Melbourne. Smart Sell solution comes with contextual intelligence, powered by proprietary AI-driven technology, machine learning algorithms and adaptive business…
Leaving a review helps other professionals like you evaluate Financial Services CRM Systems
Be the first one in your network to review Xgen Smart Sell, and make your voice heard!
Get StartedPricing
What is Xgen Smart Sell?
A Customer Relationship Management (CRM) platform designed to manage cross-sell, up-sell and other organisational sales initiatives, from Xgen Group headquartered in Melbourne. Smart Sell solution comes with contextual intelligence, powered by proprietary AI-driven technology, machine learning…
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Would you like us to let the vendor know that you want pricing?
Alternatives Pricing
What is Ebix SmartOffice?
Ebix, headquartered in Johns Creek, offers SmartOffice, the company's practice and agency management solutions for financinal service providers and banking institutions, supporting these agencies with CRM features, supporting client engagement, note logging, financial document and data management,…
What is RightCapital?
According to the vendor, RightCapital's financial planning solution allows financial advisors to: •Differentiate their value for more clients. •Create a simple plan in as little as 10 minutes. •Empower themselves to evolve with planning needs.
Product Details
- About
- Tech Details
What is Xgen Smart Sell?
Smart Sell is a CRM powered by AI, machine learning, a sophisticated decision engine and a workflow management process, which includes:
- Customer experience planning and initiation
- Inactive Customer Activation
- New Customer Acquisition
- Customer account and experience management, cross-sell and upsell
- Sales force relationship, meeting notes and diary management
- Sales campaign creation to approval workflow
- Campaign initiation workflow (Call Centre, Field Agent to Customer onboarding
Xgen Smart Sell Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
