Microsoft CRM for Banks
Microsoft CRM for Banking
The Microsoft Dynamics CRM platform has become a leading
solution for the financial services industry. With ongoing
investments in innovation based on customer feedback, Microsoft
Dynamics CRM offers the banking industry new tools, advanced
feature enhancements, and robust platform capabilities. The recent
new release of Microsoft Dynamics CRM delivers a platform that is
more flexible than ever, providing innnovative technologies and a
wide range of capabilities that allow financial institutions to
strengthen customer relationships.
Key Benefits of Microsoft CRM in
Banking
- 360-degree Client View: All customer
information including preferences, transactions, holdings, and
communications history are captured and managed within a single
interface.
- Manage Leads & Opportunities: Define key
sales cycle and status criteria in CRM, and use the system to
automate sales cycle activities, such as call lists and plans,
marketing activities, and follow-up actions or tasks required.
- Automate Team- and Role-based Processes: Use
extended functionality and features to associate permissions and
access to critical data to specific members of your organisations,
and automate sales processes within the system.
- Generate Executive Reports: Create custom
reports, summarising sales and marketing activity based on the
specific needs of your management team.
- Regulatory Compliance & Security: Use
Auditing and Field Level Security Enterprise Modules to ensure your
organisation can maximise the sophistication by which it shares and
manages client data, while complying with industry regulations and
privacy legislation.
Pythagoras has a vast amount of experience in implementing
Microsoft CRM for Banks and Financial Services organisations, call
us on 0845 850 1550 to speak with one of our consultants
Alternatively, email us at info@pythagoras.co.uk to
organise a demonstration.