Enterprise-wide BPM/CRM processes and customers administrative system, providing an efficient customer response environment.

Sample 2


In addition to generating an excellent image, good customer service increases business profitability. For this reason, our tools focus on streamlining and improving customer service processes.
Sigma7 is a collaborative BPM that manages processes, uniting the entire organization to provide solutions for its clients, and can be better adapted to what you need because it is modular.
Sigma 7 increases the organizational intelligence in your company, because the company learns from its processes, to better understand what its customers need, and how it has already responded to those needs



Client Service:

Management and Contact Center modules, jointly provide a complete customer service platform. Processes, customers, and personnel come together to create a controlled and managed service production line, with time recording, alarms, attachments, dynamic forms, and document generation. All this control makes it easy for your customers to have the best service and timely responses to all their requests.


Credit Factory:

A credit pipeline, based on an optimized processes cycle, running on industrial-class software and allowing for loan processes to be made more efficient due to proper rules-based process automation.
Quote best credit offers. Automatically qualify customers, for immediate approval or rejection. Check international high-risk customer lists. When loans are approved, Credit Factory generates all necessary formal documentation.


Customers bonding:

The Sigma 7 Verify module allows you to get closer to customers. Its client creation forms capture necessary information for formal evaluation, according to client risk matrices, and their local, regional, or international references. Thus, you will be able to determine the risk level for each client, complying with international requirements against money laundering and terrorist financing. Sigma 7 Verify also allows managing the client's electronic file with automated monitoring processes, such as alerting on documentation expiration dates, to keep everything updated.

Sigma 7 modules include:

  • Administrative: This module stores information on the company’s organizational structure and its clients, thus allowing the development of workflow definitions to further automate the organization’s internal processes.
  • Contact Center: It includes tools for complete customer identification, understanding their environment, and managing follow-up to their pending requests, as well as their products, services, and previous contacts.
  • Knowledge Base:  Repository of available documents and articles to better respond to users’ requests, and to further store any type of document associated with products, suppliers, laws, regulations, processes, etc.
  • Webchat: Module facilitating online customer interaction, associating each communication with the customer's profile and their channel preferences. With Webchat, you may personalize services by assigning specialized service agents to each requirement. Each client's request is efficiently responded to, under the supervision of control personnel, avoiding unsatisfactory service and excessive waiting times.
  • Telemarketing: This manages outgoing client campaigns, by phone and by mail, generating leads for each campaign, with full control of all relevant issues, from its origin to closure.
  • C Factory: This automates any new business generation, stemming from the initial quote, and automating its complete business cycle, going through credit analysis and formalization. This integrates with the bank's systems to create the requested products and, when appropriate, disbursing the loan.
  • Sales: This manages the product sales cycle. It takes advantage of the organization’s collaborative BPM structure, involving all staff to generate opportunities, support business closing, and keep track of goals by areas and products. It also records opportunities according to their status: open, paused, gained, and lost.
  • Self-Service: Allows customers to interact with the organization and, online, automatically get responses to their requests.