Pittsburgh When Raleigh, North Carolina, September 15, 2021 / PRNewswire /-Quest Analytics LLC, a leading provider of modular banking CRM software, and Vertical IQ, a premier provider of Industry Intelligence, have jointly announced a recent integration rollout. IQ Prospects, A sales management solution using Community Bank’s Vertical IQ.
Community Bank sought to build a sales and service culture that builds complete relationships with its customers, building on its core strengths. A more effective sales management process designed to improve operational efficiency in the short and long term was desired. “It is very important for business bankers to have industry intelligence to properly prepare for phone calls and meetings from prospects and clients. We are proud to have a deeper understanding of our clients’ businesses. Will allow us to provide the financial solutions we need and deliver them as we wish. John Montgomery, President and Chief Executive Officer of Community Bank.
“After deployment IQ ProspectsCommunity Bank’s commercial bunker, a banking CRM solution that integrates seamlessly with Vertical IQ, makes it easy to research and track prospects, manage pipelines, and automate workflows. ” Karl Keller, President of Quest Analytics. Community Bank business development and relationship managers can easily connect and retrieve the wealth of Vertical IQ industry-specific information.
Community Banks have worked together to improve the user experience when investigating and preparing for relationship management phone calls and meetings. “The easy access to industry intelligence allowed me to ask compelling questions that I had never thought of asking a prospect,” said one commercial official while preparing to call the prospect. Said. All major meetings / activities / pipelines IQ Prospects..
Bobby Martin, Co-founder and President of Vertical IQ, said: “Community Bank teams now have the information they need right away. Integration with Quest Analytics software supports single sign-on launch. IQ Prospects Modularize into the Vertical IQ platform to help co-customers win, grow and sustain more businesses. “
Quest Analytics helps banks and credit unions automate all aspects of managing customer contact. From branch tellers and individual bankers, on-site commercial banks and lenders to call center customer service personnel. Quest combines daily analytics, easy-to-use software, and relationship-building skills training to enhance the bank’s sales and service culture for sustainability.
CB Financial Services, Inc.about
CB Financial Services, Inc. Is a bank holding company of a community bank. Pennsylvania-Official commercial bank.Community banks operate a branch network in the southwest Pennsylvania, West Virginia, When Ohio.. Community Bank offers a wide range of retail and commercial lending and deposit services and is a wholly owned subsidiary of Exchange Underwriters, Inc. We provide commercial and personal insurance brokerage services through. CB Financial Services, Inc. For more information on and Community Bank, please visit: www.communitybank.tv..
About Quest Analytics
Quest Analytics is a financial services technology and training company specializing in helping community banks and credit unions grow quickly and profitably.The head office is Pittsburgh, Pennsylvania, Quest Analytics has strengthened the sales and service culture of financial institutions since 2001.
About vertical IQ
The head office is Raleigh, North Carolina, Vertical IQ is a nationally recognized leader. industry Intelligence.. Successful sales, marketing, and customer success teams use Vertical IQ to market prospects or customers’ business challenges before, during, or after a meeting, even when marketing local breweries or national biotechnology. To better understand. Covering more than 530 different industries, 3,400 regional economies, and more than 90% of the US economy, Vertical IQ gives users the confidence and trust to make a memorable first impression and maintain lasting relationships. Offers.For more information on how preparation wins VerticalIQ.com..
Source vertical IQ
Quest Analytics LLC and Vertical IQ Support Community Bank Position for Continuous Profitable Growth | Around the Web-Pennsylvania
Source link Quest Analytics LLC and Vertical IQ Support Community Bank Position for Continuous Profitable Growth | Around the Web-Pennsylvania