Marketing tools

Build effective SMS and e-mail campaigns. Create landing pages.

Berg System gives you a set of tools that allows you to carry out marketing activities among your Customers.

Your tools

Use Berg System to carry out marketing activities among your Clients.

Get across to them sending SMSes and emails, create landing pages and save every action automatically.

More renewals

Send automatic SMS or email notifications straight to you Clients whose deals will soon be terminated or ones whose payment dates are knocking at the door. Create your own messages. Finally, save every Client’s reaction in his File automatically.

SMS campaigns

Filter your database by any criteria. Create SMS campaigns and send the messages to strictly selected groups. For example you can choose customers that already have a product, but also those who do NOT.

E-mail notifications

Notify your co-workers of important facts – renewals of deals, significant calls to make.

Build Landing Pages

Create your own landing pages and let your Customers get right into your sales funnel. Once they fill a form – the System will automatically add them to your database and attach them to a stage in the sales process.

Act in accordance with GDPR

In Berg System there are fields dedicated to each client so that you could mark the agreements your customers made, in accordance with GDPR.

It operates on all sorts of products

The System operates with all insurance, financial and investment products.

Full flexibility in setup

Add your own fields and forms

Filled fields validation

Require filling in blanks

Comprehensive settings processes

Business processes and sales funnels created flexibly

GDPR & Security

GDPR compliance. Security level comparable to a banking systems’ one.

Access from any device

Different access permission for each employee

Integrations

Integration with tools you already use!

See how Berg System's implementation helped our customers to improve their sales

Due to the fact that Berg System is consistent to our industry specify we were able to implement it in our sub-contractors. Key issue is Comission Settlement Module – former solution did not suport this function. This way we not only have scaled our business but also saved time. Additionally CRM has helped us to increase the numer of products per client from 2,5 to more than 4. And renewal rate is 93% year to year.

We use Sales Module most often. It helps us to contact our client before his insurance policy terminates. Having the whole story we can prepare well-fitted offer. With Berg System our renewal rate has increase to over 80%.

I am calm about my clients’ data because Berg System meets the strictest data safety requirements. We run on financial market and we are subject to bank secrecy and Excel file is easy to copy. Berg System solves this problem. I can give adequate level of permisions for every user. It solves the issue of safety.

During establishing of company building we have build new internal sales network. It would not be posssible without CRM. We have ordered our sales proces and are running over 2000 leasing applications at this moment. We can control them on every stage.

Thanks to having Berg System problem with commission settlement has disappeared. It takes few hours instead of two weeks before. We import data direct from insurance companies files and our advisors instanlty know their commissions. It made us more professional company.

Based on Berg System implementation the crowdfunding platform was created and we were able to run projects. In first three actions we have collected almost 500 thousands dollars

Case Study

Expectum Group

100 intermediaries operated by Berg System

September 11, 2019