Quest Analytics, a provider of modular banking CRM software and Vertical IQ, a provider of industry intelligence, deployed IQProspects, a sales management solution with Vertical IQ at Community Bank.
Building on core strengths, Community Bank looked to create a sales and service culture which builds full relationships with its customers. A more effective sales management process designed to improve operational efficiencies in the near and long-term was desired.
“Having Industry Intelligence to help business bankers adequately prepare for prospect and client calls and meetings is very important. We take pride in doing more to understand our clients’ businesses, which ensures we deliver the financial solutions they need and deliver them the way they want them,” John Montgomery, president and CEO of Community Bank, said.
“After deploying IQProspects, our banking CRM solution with its seamless integration to Vertical IQ, Community Bank’s commercial bankers are now able to easily research and track prospects, manage pipelines and automate workflows,” Karl Keller, president of Quest Analytics, said. “Community Bank’s business development and relationship management officers can easily connect and retrieve Vertical IQ’s wealth of industry specific information.”
“We are excited to enable Community Bank’s team to quickly get the information they need right at their fingertips,” Bobby Martin, co-founder and president at Vertical IQ, said. “The integration with Quest Analytics software supports a single sign-on launch from their IQProspects module into the Vertical IQ platform to help our joint customers win, grow, and retain more business.”
Quest Analytics helps banks and credit unions automate all aspects of customer contact management: from tellers and personal bankers in the branches, commercial and ag lenders out in the field, to customer service representatives in the call center.
