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Quest Analytics LLC and Vertical IQ Help Community Bank Position for Continued Profitable GrowthPITTSBURGH and RALEIGH, N.C., Sept. 15, 2021 /PRNewswire/ -- Quest Analytics LLC, a leading provider of modular banking CRM software and Vertical IQ, a premier provider of Industry Intelligence, jointly announce the recent integrated deployment of 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" said John Montgomery, President & CEO, Community Bank. "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" said Karl Keller, President of Quest Analytics. Community Bank's business development and relationship management officers can easily connect and retrieve Vertical IQ's wealth of industry specific information. By working together, Community Bank gained an enhanced user experience as they research and prepare for relationship management calls and meetings. One Commercial Relationship Officer stated that while preparing for a prospect call "having easy access to Industry Intelligence provided me with engaging questions I would have never thought of asking a prospect." All key meetings/activities/pipelines are tracked within IQProspects. Bobby Martin, Co-Founder and President, at Vertical IQ, said, "We are excited to enable Community Bank's team to quickly get the information they need right at their fingertips. The integration with Quest Analytics software supports a single sign-on launch from their IQProspects module ino 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. Quest combines daily analytics, easy to use software and relationship building skills training to enhance a bank's sales and service culture towards sustainability. About CB Financial Services, Inc. About Quest Analytics About Vertical IQ View original content:https://www.prnewswire.com/news-releases/quest-analytics-llc-and-vertical-iq-help-community-bank-position-for-continued-profitable-growth-301377186.html SOURCE Vertical IQ |